Inspire Small/Mid Cap Impact ETF
ISMD
ISMD
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
16% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 25
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
71
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$2.77M | |
| 2 | +$1.94M | |
| 3 | +$1.33M | |
| 4 |
FAM
Frontier Asset Management
Sheridan,
Wyoming
|
+$1.2M |
| 5 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$1.09M |
Top Sellers
| 1 | -$2.42M | |
| 2 | -$2.22M | |
| 3 | -$1.88M | |
| 4 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$1.24M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$881K |