Inspire Small/Mid Cap Impact ETF
ISMD
20 hedge funds and large institutions have $27.5M invested in Inspire Small/Mid Cap Impact ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
33% more funds holding
Funds holding: 15 → 20 (+5)
28% more capital invested
Capital invested by funds: $21.5M → $27.5M (+$6.08M)
0.45% more ownership
Funds ownership: 48.78% → 49.23% (+0.45%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.01M |
| 2 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$2.05M |
| 3 |
Jane Street
New York
|
+$310K |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$299K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$997K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$308K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$46.8K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.74K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2K |
ISMD Hedge Fund Activity: Q3 2018 in Review
20 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q3 2018, worth a combined $27.5M — up 28% from $21.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ISMD positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $3.01M. The largest seller was Virtu Financial, exiting entirely with an estimated $997K sold.
- 20 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q3 2018, up from 15 in Q2 2018.
- Funds reported $27.5M of Inspire Small/Mid Cap Impact ETF stock for Q3 2018, up 28% quarter-over-quarter.
- 7 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q3 2018 and 2 closed out, a net change of +5 holders.
- The largest Inspire Small/Mid Cap Impact ETF buyer in Q3 2018 was Bank of America, an estimated $3.01M added.
- The largest Inspire Small/Mid Cap Impact ETF seller in Q3 2018 was Virtu Financial, an estimated $997K sold.
Based on aggregated 13F filings for Q3 2018.