Inspire Small/Mid Cap Impact ETF
ISMD
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.73M |
| 2 |
LVZ Inc
Holland,
Michigan
|
+$923K |
| 3 |
Inspire Investing
Meridian,
Idaho
|
+$444K |
| 4 |
Creative Financial Designs
Kokomo,
Indiana
|
+$324K |
| 5 |
CreativeOne Wealth
Overland Park,
Kansas
|
+$267K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Institute for Wealth Management
Denver,
Colorado
|
-$2.04M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$849K |
| 3 |
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$285K |
| 4 |
AE Wealth Management
Topeka,
Kansas
|
-$277K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$252K |
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.