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Inspire Small/Mid Cap Impact ETF
ISMD

4 hedge funds and large institutions have $814K invested in Inspire Small/Mid Cap Impact ETF in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1,213% more capital invested

Capital invested by funds: $62K → $814K (+$752K)

100% more funds holding

Funds holding: 2 → 4 (+2)

3.26% more ownership

Funds ownership: 0.33% → 3.59% (+3.3%)

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MHS
M Holdings Securities
Oregon
+$325K
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$151K
3
CFD
Creative Financial Designs
Indiana
+$143K
4
IA
IFP Advisors
Florida
+$118K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
1
M Holdings Securities
Oregon
$331K +$325K +13,124 New
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$204K +$151K +6,093 +305%
CFD
3
Creative Financial Designs
Indiana
$158K +$143K +5,793 +1,207%
IA
4
IFP Advisors
Florida
$121K +$118K +4,785 New

ISMD Hedge Fund Activity: Q2 2017 in Review

4 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q2 2017, worth a combined $814K — up 1,213% from $62K a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new ISMD positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was M Holdings Securities, opening a new position worth an estimated $325K.

  • 4 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q2 2017, up from 2 in Q1 2017.
  • Funds reported $814K of Inspire Small/Mid Cap Impact ETF stock for Q2 2017, up 1,213% quarter-over-quarter.
  • 2 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q2 2017 and 0 closed out, a net change of +2 holders.
  • The largest Inspire Small/Mid Cap Impact ETF buyer in Q2 2017 was M Holdings Securities, an estimated $325K added.

Based on aggregated 13F filings for Q2 2017.