Inspire Small/Mid Cap Impact ETF
ISMD
81 hedge funds and large institutions have $143M invested in Inspire Small/Mid Cap Impact ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 7 closing their positions.
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
14% more capital invested
Capital invested by funds: $125M → $143M (+$18M)
13% more funds holding
Funds holding: 72 → 81 (+9)
8.46% more ownership
Funds ownership: 63.34% → 71.8% (+8.5%)
11% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$9.97M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.38M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.36M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.12M |
| 5 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$692K |
| 2 |
PFG
PAX Financial Group
San Antonio,
Texas
|
-$576K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$329K |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$248K |
| 5 |
FAM
Frontier Asset Management
Sheridan,
Wyoming
|
-$226K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
76
Creekmur Asset Management
Morton,
Illinois
| $3.08K | – | – | – |
|
|
TCG
77
Transcendent Capital Group
Edmond,
Oklahoma
| $2.81K | – | – | – |
|
|
AIP
78
Ameritas Investment Partners
Lincoln,
Nebraska
| $2.8K | -$1.35K | -35 | -32% |
|
|
IWP
79
IAG Wealth Partners
Waukesha,
Wisconsin
| $2.36K | – | – | – |
|
|
SPIA
80
Steward Partners Investment Advisory
New York
| $2.03K | +$2.08K | +54 | New |
|
|
CAS
81
Coppell Advisory Solutions
Coppell,
Texas
| $150 | – | – | – |
|
|
82
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$329K | -8,681 | Closed |
|
|
SW
83
Simplicity Wealth
Summit,
New Jersey
| – | -$248K | -6,542 | Closed |
|
|
GSEP
84
Golden State Equity Partners
South Coast Metro,
California
| – | -$111K | -2,916 | Closed |
|
|
HGERS
85
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$18K | -480 | Closed |
|
|
MFS
86
Mattson Financial Services
Kentwood,
Michigan
| – | -$12.4K | -358 | Closed |
|
|
NS
87
NBC Securities
Birmingham,
Alabama
| – | -$12K | -329 | Closed |
|
88
Bank of America
Charlotte,
North Carolina
| – | -$985 | -26 | Closed |
|
ISMD Hedge Fund Activity: Q4 2024 in Review
81 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q4 2024, worth a combined $143M — up 14% from $125M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new ISMD positions and 7 closed out — a net gain of 10 holders — while 25 added to existing stakes and 28 trimmed.
The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $9.97M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $692K.
- 81 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q4 2024, up from 72 in Q3 2024.
- Funds reported $143M of Inspire Small/Mid Cap Impact ETF stock for Q4 2024, up 14% quarter-over-quarter.
- 17 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q4 2024 and 7 closed out, a net change of +10 holders.
- The largest Inspire Small/Mid Cap Impact ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $9.97M added.
- The largest Inspire Small/Mid Cap Impact ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $692K sold.
Based on aggregated 13F filings for Q4 2024.