Inspire Small/Mid Cap Impact ETF
ISMD
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.
43% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 21
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
1% more funds holding
Funds holding: 71 → 72 (+1)
3% more capital invested
Capital invested by funds: $121M → $125M (+$4.18M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4.75% less ownership
Funds ownership: 68.09% → 63.34% (-4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$1.52M |
| 2 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$1.17M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$915K |
| 4 |
LPL Financial
San Diego,
California
|
+$827K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$760K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$8.4M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.86M |
| 3 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$529K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$502K |
| 5 |
PFG
PAX Financial Group
San Antonio,
Texas
|
-$489K |
ISMD Hedge Fund Activity: Q3 2024 in Review
72 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q3 2024, worth a combined $125M — up 3.5% from $121M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ISMD positions and 7 closed out — a net gain of 1 holder — while 30 added to existing stakes and 21 trimmed.
The largest buyer was GTS Securities, opening a new position worth an estimated $1.52M. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $8.4M sold.
- 72 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q3 2024, up from 71 in Q2 2024.
- Funds reported $125M of Inspire Small/Mid Cap Impact ETF stock for Q3 2024, up 3.5% quarter-over-quarter.
- 8 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q3 2024 and 7 closed out, a net change of +1 holder.
- The largest Inspire Small/Mid Cap Impact ETF buyer in Q3 2024 was GTS Securities, an estimated $1.52M added.
- The largest Inspire Small/Mid Cap Impact ETF seller in Q3 2024 was OneAscent Financial Services, an estimated $8.4M sold.
Based on aggregated 13F filings for Q3 2024.