ISMD icon

Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

71 hedge funds and large institutions have $121M invested in Inspire Small/Mid Cap Impact ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
21
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
1
OneAscent Financial Services
Alabama
$8.4M
2
LPL Financial
2
LPL Financial
California
$4.7M
3
SFSG
3
Sound Financial Strategies Group
Mississippi
$1.33M
4
FAM
4
Frontier Asset Management
Wyoming
$1.2M
5
KOC
5
Koss-Olinger Consulting
Florida
$1.09M

Top Sellers

1
BFS
1
Bare Financial Services
Pennsylvania
$1.62M
2
II
2
Inspire Investing
Idaho
$7.21M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$250K
4
IA
4
Inspire Advisors
Idaho
$44.7M
5
CW
5
CreativeOne Wealth
Kansas
$8.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
51
Principal Securities
Iowa
$60.2K +$54.5K +1,574 +960%
GWM
52
Geneos Wealth Management
Colorado
$53.2K +$2.74K +79 +5%
VFA
53
Values First Advisors
Tennessee
$31.3K +$7.06K +204 +29%
PA
54
Parallel Advisors
California
$23.6K -$19.7K -569 -46%
CA
55
Continuum Advisory
Idaho
$19.8K – – –
IA
56
IFP Advisors
Florida
$17.9K +$17.9K +516 New
Morgan Stanley
57
Morgan Stanley
New York
$17.3K +$17.3K +500 New
HGERS
58
Householder Group Estate & Retirement Specialist
Arizona
$16K +$16K +480 New
PTC
59
Private Trust Company
Ohio
$14.7K +$14.7K +425 New
GI
60
Gradient Investments
Minnesota
$12.4K +$12.4K +358 New
MFS
61
Mattson Financial Services
Michigan
$12.4K +$12.4K +358 New
NS
62
NBC Securities
Alabama
$11K – – –
WAS
63
Winch Advisory Services
Wisconsin
$8.02K +$35 +1 +0.4%
AIP
64
Ameritas Investment Partners
Nebraska
$3.8K -$2.07K -60 -35%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$2.98K – – –
CAM
66
Creekmur Asset Management
Illinois
$2.84K -$79K -2,280 -97%
Bank of America
67
Bank of America
North Carolina
$2.56K -$10.5K -303 -80%
IWP
68
IAG Wealth Partners
Wisconsin
$2.18K – – –
CP
69
Camelot Portfolios
Ohio
$1.29K +$1.29K +37 New
CAS
70
Coppell Advisory Solutions
Texas
$139 +$139 +4 New
Wells Fargo
71
Wells Fargo
California
$23 – – –
VA
72
Valmark Advisers
Ohio
– -$829K -23,023 Closed
GS
73
GTS Securities
New York
– -$705K -19,573 Closed
AWS
74
Atria Wealth Solutions
New York
– -$584K -16,158 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
– -$512K -14,231 Closed
1 2
3
4