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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

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.

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
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.39M
2
LI
2
LVZ Inc
Michigan
$807K
3
II
3
Inspire Investing
Idaho
$11.8M
4
CFD
4
Creative Financial Designs
Indiana
$1.55M
5
CW
5
CreativeOne Wealth
Kansas
$234K

Top Sellers

1
IFWM
1
Institute for Wealth Management
Colorado
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
AWM
3
AE Wealth Management
Kansas
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$0
5
ACM
5
AlphaStar Capital Management
North Carolina
$1.16M
Name Market Value Shares Shares
Change 		Shares
Change %
II
1
Inspire Investing
Idaho
$11.8M 514,581 +17,017 +3%
Bank of America
2
Bank of America
North Carolina
$2.44M 106,810 +4,619 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.39M 104,755 +104,755 New
CFD
4
Creative Financial Designs
Indiana
$1.55M 67,969 +12,418 +22%
ACM
5
AlphaStar Capital Management
North Carolina
$1.16M 50,626 -10,920 -18%
LI
6
LVZ Inc
Michigan
$807K 35,350 +35,350 New
KP
7
Keel Point
Alabama
$605K 26,472 +3,088 +13%
LPL Financial
8
LPL Financial
California
$427K 18,687 +2,647 +17%
Jane Street
9
Jane Street
New York
$409K 17,916 +7,364 +70%
MHS
10
M Holdings Securities
Oregon
$366K 16,014 +978 +7%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$267K 11,706 +132 +1%
CW
12
CreativeOne Wealth
Kansas
$234K 10,238 +10,238 New
AG
13
Advisor Group
Arizona
$24K 1,051 +20 +2%
IA
14
IFP Advisors
Florida
$21K 927 -514 -36%
GWM
15
Geneos Wealth Management
Colorado
$4K 200 – –
IFWM
16
Institute for Wealth Management
Colorado
– – -69,514 Closed
Citadel Advisors
17
Citadel Advisors
Florida
– – -28,827 Closed
AWM
18
AE Wealth Management
Kansas
– – -9,425 Closed
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
– – -8,571 Closed
FHC
20
First Heartland Consultants
Missouri
– – -8,234 Closed
SS
21
Simplicity Solutions
Minnesota
– – -8,026 Closed
SWP
22
Stratos Wealth Partners
Ohio
– – -5,692 Closed
GRP
23
Global Retirement Partners
California
– – -1,027 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –