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Inspire Small/Mid Cap Impact ETF
ISMD

79 hedge funds and large institutions have $122M invested in Inspire Small/Mid Cap Impact ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

1.16% less ownership

Funds ownership: 71.8% → 70.64% (-1.2%)

2% less funds holding

Funds holding: 81 → 79 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

15% less capital invested

Capital invested by funds: $143M → $122M (-$20.8M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
28
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Sowell Financial Services
Arkansas
+$998K
2
Two Sigma Investments
Two Sigma Investments
New York
+$541K
3
CAS
Coppell Advisory Solutions
Texas
+$387K
4
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
+$368K
5
OFS
OneAscent Financial Services
Alabama
+$359K

Top Sellers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
-$4.66M
2
IA
Inspire Advisors
Idaho
-$1.99M
3
IAA
Independent Advisor Alliance
North Carolina
-$1.09M
4
GS
GTS Securities
New York
-$941K
5
HI
Harbour Investments
Wisconsin
-$902K
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
51
Simplicity Wealth
New Jersey
$222K +$239K +6,510 New
Raymond James Financial
52
Raymond James Financial
Florida
$222K -$22.8K -621 -9%
MFWP
53
Mosaic Family Wealth Partners
Missouri
$219K +$236K +6,429 New
AWM
54
AE Wealth Management
Kansas
$207K +$138K +3,750 +161%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$202K +$6.18K +168 +3%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$197K +$81.7K +2,223 +63%
AAP
57
Arax Advisory Partners
Colorado
$193K – – –
Jones Financial Companies
58
Jones Financial Companies
Missouri
$152K +$149K +4,055 +1,067%
HI
59
Harbour Investments
Wisconsin
$138K -$902K -24,516 -86%
CPG
60
Cornerstone Planning Group
New Jersey
$132K +$588 +16 +0.4%
HR
61
Howe & Rusling
New York
$115K – – –
GWM
62
Geneos Wealth Management
Colorado
$114K +$66.7K +1,813 +118%
CA
63
CoreCap Advisors
Michigan
$71.2K -$2.17K -59 -3%
PS
64
Principal Securities
Iowa
$63.3K – – –
CA
65
Continuum Advisory
Idaho
$35.1K – – –
MCM
66
MAI Capital Management
Ohio
$28K – – –
SAM
67
S.A. Mason
Michigan
$22K +$23.7K +645 New
PTC
68
Private Trust Company
Ohio
$19.6K – – –
Morgan Stanley
69
Morgan Stanley
New York
$17.9K +$883 +24 +5%
Wells Fargo
70
Wells Fargo
California
$16.4K -$70.1K -1,907 -80%
VFA
71
Values First Advisors
Tennessee
$11.8K – – –
NS
72
NBC Securities
Alabama
$11K +$12.1K +329 New
NWMP
73
Noble Wealth Management PBC
Colorado
$10.2K – – –
WAS
74
Winch Advisory Services
Wisconsin
$7.98K – – –
T
75
Transce3nd
Texas
$3.79K -$31.2K -848 -88%
1 2
3
4

ISMD Hedge Fund Activity: Q1 2025 in Review

79 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q1 2025, worth a combined $122M — down 15% from $143M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ISMD and 6 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 28 added.

The largest buyer was Sowell Financial Services, adding an estimated $998K. The largest seller was CreativeOne Wealth, cutting an estimated $4.66M.

  • 79 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q1 2025, down from 81 in Q4 2024.
  • Funds reported $122M of Inspire Small/Mid Cap Impact ETF stock for Q1 2025, down 15% quarter-over-quarter.
  • 6 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q1 2025 and 7 closed out, a net change of -1 holder.
  • The largest Inspire Small/Mid Cap Impact ETF buyer in Q1 2025 was Sowell Financial Services, an estimated $998K added.
  • The largest Inspire Small/Mid Cap Impact ETF seller in Q1 2025 was CreativeOne Wealth, an estimated $4.66M sold.

Based on aggregated 13F filings for Q1 2025.