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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$998K |
| 2 |
Two Sigma Investments
New York
|
+$541K |
| 3 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$387K |
| 4 |
SIAP
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
+$368K |
| 5 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$359K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$4.66M |
| 2 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$1.99M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.09M |
| 4 |
GS
GTS Securities
New York
|
-$941K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$902K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| $2.93K | – | – | – |
|
|
CAM
77
Creekmur Asset Management
Morton,
Illinois
| $2.8K | – | – | – |
|
|
AIP
78
Ameritas Investment Partners
Lincoln,
Nebraska
| $2.55K | – | – | – |
|
|
IWP
79
IAG Wealth Partners
Waukesha,
Wisconsin
| $2.15K | – | – | – |
|
|
IAA
80
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$1.09M | -29,021 | Closed |
|
|
BAM
81
Belpointe Asset Management
Reno,
Nevada
| – | -$697K | -18,467 | Closed |
|
|
SAM
82
Synergy Asset Management
Vancouver,
Washington
| – | -$439K | -11,734 | Closed |
|
|
LSIA
83
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| – | -$212K | -5,672 | Closed |
|
|
CFGS
84
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$19.4K | -503 | Closed |
|
|
TCG
85
Transcendent Capital Group
Edmond,
Oklahoma
| – | -$2.81K | -75 | Closed |
|
|
SPIA
86
Steward Partners Investment Advisory
New York
| – | -$2.03K | -54 | Closed |
|
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.