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Inspire Small/Mid Cap Impact ETF

15 hedge funds and large institutions have $22.5M invested in Inspire Small/Mid Cap Impact ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

18% more capital inflows, than outflows

Capital inflows: $5.18M | Capital outflows: $4.4M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

25% less funds holding

Funds holding: 20 → 15 (-5)

42.06% less ownership

Funds ownership: 74.83% → 32.78% (-42%)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
15
Holders Change
-5
Holders Change %
-25%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
9
Reduced
2
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

ISMD Hedge Fund Activity: Q4 2018 in Review

15 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q4 2018, worth a combined $22.5M — down 18% from $27.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ISMD and 3 opened new positions — a net loss of 5 holders — while 2 trimmed existing stakes and 9 added.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.73M. The largest seller was Institute for Wealth Management, exiting entirely with an estimated $2.04M sold.

  • 15 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q4 2018, down from 20 in Q3 2018.
  • Funds reported $22.5M of Inspire Small/Mid Cap Impact ETF stock for Q4 2018, down 18% quarter-over-quarter.
  • 3 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q4 2018 and 8 closed out, a net change of -5 holders.
  • The largest Inspire Small/Mid Cap Impact ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $2.73M added.
  • The largest Inspire Small/Mid Cap Impact ETF seller in Q4 2018 was Institute for Wealth Management, an estimated $2.04M sold.

Based on aggregated 13F filings for Q4 2018.