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Inspire Small/Mid Cap Impact ETF

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.

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
9
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
II
1
Inspire Investing
Idaho
$14.6M 497,564 +920 +0.2%
Bank of America
2
Bank of America
North Carolina
$3.01M 102,191 +102,191 New
IFWM
3
Institute for Wealth Management
Colorado
$2.04M 69,514 +69,514 New
ACM
4
AlphaStar Capital Management
North Carolina
$1.81M 61,546 +950 +2%
CFD
5
Creative Financial Designs
Indiana
$1.64M 55,551 +10,157 +22%
Citadel Advisors
6
Citadel Advisors
Florida
$849K 28,827 -10,465 -27%
KP
7
Keel Point
Alabama
$688K 23,384
LPL Financial
8
LPL Financial
California
$472K 16,040 +5,973 +59%
MHS
9
M Holdings Securities
Oregon
$443K 15,036 +534 +4%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$341K 11,574 -93 -0.8%
Jane Street
11
Jane Street
New York
$311K 10,552 +10,552 New
AWM
12
AE Wealth Management
Kansas
$277K 9,425 +1,887 +25%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$252K 8,571 +500 +6%
FHC
14
First Heartland Consultants
Missouri
$242K 8,234 +8,234 New
SS
15
Simplicity Solutions
Minnesota
$236K 8,026 +8,026 New
SWP
16
Stratos Wealth Partners
Ohio
$168K 5,692 +5,692 New
IA
17
IFP Advisors
Florida
$42K 1,441 -1,590 -52%
GRP
18
Global Retirement Partners
California
$30K 1,027 +633 +161%
AG
19
Advisor Group
Arizona
$30K 1,031 +675 +190%
GWM
20
Geneos Wealth Management
Colorado
$5K 200 +200 New
VF
21
Virtu Financial
New York
-35,101 Closed
UBS Group
22
UBS Group
Switzerland
-65 Closed
CFGS
23
Concourse Financial Group Securities
Alabama