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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

72 hedge funds and large institutions have $125M invested in Inspire Small/Mid Cap Impact ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
30
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
1
GTS Securities
New York
$1.57M
2
IA
2
Inspire Advisors
Idaho
$50.1M
3
IA
3
IFP Advisors
Florida
$967K
4
LPL Financial
4
LPL Financial
California
$6M
5
UBS Group
5
UBS Group
Switzerland
$2.04M

Top Sellers

1
OFS
1
OneAscent Financial Services
Alabama
$0
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$2.1M
3
EWA
3
EverSource Wealth Advisors
Alabama
$1.36M
4
PFG
4
PAX Financial Group
Texas
$9.68M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GSEP
51
Golden State Equity Partners
California
$111K +$111K +2,916 New
Wells Fargo
52
Wells Fargo
California
$90.5K +$90.4K +2,386 +238,600%
CA
53
CoreCap Advisors
Michigan
$82.2K -$2.05K -54 -2%
OLVIG
54
Oliver Lagore Vanvalin Investment Group
Michigan
$81.3K -$45.6K -1,202 -36%
PS
55
Principal Securities
Iowa
$63.9K -$1.93K -51 -3%
GWM
56
Geneos Wealth Management
Colorado
$58.2K – – –
VFA
57
Values First Advisors
Tennessee
$35.6K +$1.37K +36 +4%
CA
58
Continuum Advisory
Idaho
$22.3K – – –
PTC
59
Private Trust Company
Ohio
$21.8K +$5.69K +150 +35%
Morgan Stanley
60
Morgan Stanley
New York
$19K +$38 +1 +0.2%
HGERS
61
Householder Group Estate & Retirement Specialist
Arizona
$18K – – –
CFGS
62
Concourse Financial Group Securities
Alabama
$15.6K -$55.7K -1,465 -78%
MFS
63
Mattson Financial Services
Michigan
$12.4K – – –
NS
64
NBC Securities
Alabama
$12K – – –
WAS
65
Winch Advisory Services
Wisconsin
$8.82K +$38 +1 +0.4%
AIP
66
Ameritas Investment Partners
Nebraska
$4.16K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$3.3K +$38 +1 +1%
CAM
68
Creekmur Asset Management
Illinois
$3.11K – – –
TCG
69
Transcendent Capital Group
Oklahoma
$2.84K +$2.84K +75 New
IWP
70
IAG Wealth Partners
Wisconsin
$2.39K – – –
Bank of America
71
Bank of America
North Carolina
$985 -$1.82K -48 -65%
CAS
72
Coppell Advisory Solutions
Texas
$152 – – –
OFS
73
OneAscent Financial Services
Alabama
– -$8.4M -241,531 Closed
Citadel Advisors
74
Citadel Advisors
Florida
– -$502K -14,501 Closed
Jane Street
75
Jane Street
New York
– -$370K -10,681 Closed
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