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Inspire Small/Mid Cap Impact ETF
ISMD

20 hedge funds and large institutions have $28M invested in Inspire Small/Mid Cap Impact ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

33% more funds holding

Funds holding: 15 → 20 (+5)

25% more capital invested

Capital invested by funds: $22.5M → $28M (+$5.53M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13.69% less ownership

Funds ownership: 49.17% → 35.48% (-14%)

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
9
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IFWM
Institute for Wealth Management
Colorado
+$1.53M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.27M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$259K
4
Jane Street
Jane Street
New York
+$247K
5
LPL Financial
LPL Financial
California
+$230K

Top Sellers

1
II
Inspire Investing
Idaho
-$1.51M
2
Bank of America
Bank of America
North Carolina
-$1.17M
3
LI
LVZ Inc
Michigan
-$178K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
II
1
Inspire Investing
Idaho
$12M -$1.51M -58,420 -11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.73M -$25.2K -974 -0.9%
CFD
3
Creative Financial Designs
Indiana
$1.83M +$44.8K +1,735 +3%
Bank of America
4
Bank of America
North Carolina
$1.62M -$1.17M -45,213 -42%
IFWM
5
Institute for Wealth Management
Colorado
$1.56M +$1.53M +59,200 New
ACM
6
AlphaStar Capital Management
North Carolina
$1.54M +$204K +7,906 +16%
Citadel Advisors
7
Citadel Advisors
Florida
$1.29M +$1.27M +49,098 New
KP
8
Keel Point
Alabama
$845K +$147K +5,680 +21%
LI
9
LVZ Inc
Michigan
$748K -$178K -6,885 -19%
LPL Financial
10
LPL Financial
California
$725K +$230K +8,892 +48%
Jane Street
11
Jane Street
New York
$722K +$247K +9,548 +53%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$572K +$259K +10,023 +86%
FFN
13
Focus Financial Network
Minnesota
$517K +$507K +19,625 New
MHS
14
M Holdings Securities
Oregon
$441K +$19.8K +765 +5%
CW
15
CreativeOne Wealth
Kansas
$365K +$94.1K +3,642 +36%
SS
16
Simplicity Solutions
Minnesota
$218K +$214K +8,288 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$211K +$208K +8,045 New
AG
18
Advisor Group
Arizona
$29K +$1.14K +44 +4%
IA
19
IFP Advisors
Florida
$24K – – –
GWM
20
Geneos Wealth Management
Colorado
$5K – – –

ISMD Hedge Fund Activity: Q1 2019 in Review

20 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q1 2019, worth a combined $28M — up 25% from $22.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ISMD positions and 0 closed out — a net gain of 5 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Institute for Wealth Management, opening a new position worth an estimated $1.53M. The largest seller was Inspire Investing, cutting an estimated $1.51M.

  • 20 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q1 2019, up from 15 in Q4 2018.
  • Funds reported $28M of Inspire Small/Mid Cap Impact ETF stock for Q1 2019, up 25% quarter-over-quarter.
  • 5 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q1 2019 and 0 closed out, a net change of +5 holders.
  • The largest Inspire Small/Mid Cap Impact ETF buyer in Q1 2019 was Institute for Wealth Management, an estimated $1.53M added.
  • The largest Inspire Small/Mid Cap Impact ETF seller in Q1 2019 was Inspire Investing, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2019.