Inspire Small/Mid Cap Impact ETF
ISMD
10 hedge funds and large institutions have $15.4M invested in Inspire Small/Mid Cap Impact ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 2 closing their positions.
1,108% more capital invested
Capital invested by funds: $1.27M → $15.4M (+$14.1M)
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
47.94% more ownership
Funds ownership: 4.84% → 52.78% (+48%)
43% more funds holding
Funds holding: 7 → 10 (+3)
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$321K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
II
1
Inspire Investing
Meridian,
Idaho
| $11.4M | +$11.4M | +431,648 | New |
|
|
ACM
2
AlphaStar Capital Management
Cornelius,
North Carolina
| $1.42M | +$1.41M | +53,737 | New |
|
|
IFWM
3
Institute for Wealth Management
Denver,
Colorado
| $738K | +$734K | +27,910 | New |
|
|
CFD
4
Creative Financial Designs
Kokomo,
Indiana
| $530K | +$288K | +10,960 | +120% |
|
|
KP
5
Keel Point
Huntsville,
Alabama
| $385K | +$383K | +14,565 | New |
|
|
MHS
6
M Holdings Securities
Portland,
Oregon
| $356K | +$30.9K | +1,175 | +10% |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $311K | +$54.8K | +2,083 | +21% |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $183K | +$55.8K | +2,122 | +44% |
|
9
UBS Group
Zurich,
Switzerland
| $9K | +$6.42K | +244 | +305% |
|
|
AG
10
Advisor Group
Phoenix,
Arizona
| $6K | +$6.05K | +230 | New |
|
|
11
Jane Street
New York
| – | -$321K | -12,240 | Closed |
|
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$6K | -222 | Closed |
|
ISMD Hedge Fund Activity: Q4 2017 in Review
10 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q4 2017, worth a combined $15.4M — up 1,108% from $1.27M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ISMD positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was AlphaStar Capital Management, opening a new position worth an estimated $1.41M. The largest seller was Jane Street, exiting entirely with an estimated $321K sold.
- 10 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q4 2017, up from 7 in Q3 2017.
- Funds reported $15.4M of Inspire Small/Mid Cap Impact ETF stock for Q4 2017, up 1,108% quarter-over-quarter.
- 5 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q4 2017 and 2 closed out, a net change of +3 holders.
- The largest Inspire Small/Mid Cap Impact ETF buyer in Q4 2017 was AlphaStar Capital Management, an estimated $1.41M added.
- The largest Inspire Small/Mid Cap Impact ETF seller in Q4 2017 was Jane Street, an estimated $321K sold.
Based on aggregated 13F filings for Q4 2017.