Inspire Small/Mid Cap Impact ETF
ISMD
7 hedge funds and large institutions have $1.27M invested in Inspire Small/Mid Cap Impact ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
75% more funds holding
Funds holding: 4 → 7 (+3)
56% more capital invested
Capital invested by funds: $814K → $1.27M (+$457K)
1.26% more ownership
Funds ownership: 3.59% → 4.84% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$306K |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$70.6K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$39.9K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.54K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$20.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MHS
1
M Holdings Securities
Portland,
Oregon
| $323K | -$20.6K | -824 | -6% |
|
|
2
Jane Street
New York
| $321K | +$306K | +12,240 | New |
|
|
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $254K | +$39.9K | +1,597 | +20% |
|
|
CFD
4
Creative Financial Designs
Kokomo,
Indiana
| $239K | +$70.6K | +2,826 | +45% |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $126K | – | – | – |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | +$5.54K | +222 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $2K | +$2K | +80 | New |
|
ISMD Hedge Fund Activity: Q3 2017 in Review
7 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q3 2017, worth a combined $1.27M — up 56% from $814K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ISMD positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $306K. The largest seller was M Holdings Securities, cutting an estimated $20.6K.
- 7 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q3 2017, up from 4 in Q2 2017.
- Funds reported $1.27M of Inspire Small/Mid Cap Impact ETF stock for Q3 2017, up 56% quarter-over-quarter.
- 3 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q3 2017 and 0 closed out, a net change of +3 holders.
- The largest Inspire Small/Mid Cap Impact ETF buyer in Q3 2017 was Jane Street, an estimated $306K added.
- The largest Inspire Small/Mid Cap Impact ETF seller in Q3 2017 was M Holdings Securities, an estimated $20.6K sold.
Based on aggregated 13F filings for Q3 2017.