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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

60 hedge funds and large institutions have $144M invested in Inspire Small/Mid Cap Impact ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
6
Increased
24
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Inspire Advisors
Idaho
$48.6M
2
II
2
Inspire Investing
Idaho
$10.1M
3
GS
3
GTS Securities
New York
$1.43M
4
OFS
4
OneAscent Financial Services
Alabama
$1.28M
5
W
5
WorthPointe
California
$1.12M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.64M
2
KAS
2
Kestra Advisory Services
Texas
$1.21M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
MFG
5
Merit Financial Group
Georgia
$246K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$65.1K – – –
GWM
52
Geneos Wealth Management
Colorado
$50.5K – – –
PA
53
Parallel Advisors
California
$43.4K – – –
NS
54
NBC Securities
Alabama
$11K – – –
WAS
55
Winch Advisory Services
Wisconsin
$8.01K +$69 +2 +0.9%
AIP
56
Ameritas Investment Partners
Nebraska
$5.89K – – –
PS
57
Principal Securities
Iowa
$5.69K +$5.69K +164 New
Fidelity Investments
58
Fidelity Investments
Massachusetts
$2.98K – – –
GI
59
Gradient Investments
Minnesota
$1.18K – – –
CAS
60
Coppell Advisory Solutions
Texas
$139 – – –
Wells Fargo
61
Wells Fargo
California
$10 -$23 -1 Closed
FTUS
62
Flow Traders U.S.
New York
– -$511K -16,802 Closed
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
– -$467K -15,369 Closed
GWP
64
Gateway Wealth Partners
Wisconsin
– -$345K -11,355 Closed
VCM
65
Versant Capital Management
Arizona
– -$2.77K -91 Closed
Morgan Stanley
66
Morgan Stanley
New York
– -$365 -12 Closed
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