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.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
73% more capital inflows, than outflows
Capital inflows: $4.98M | Capital outflows: $2.88M
33% more funds holding
Funds holding: 15 → 20 (+5)
2.7% more ownership
Funds ownership: 32.78% → 35.48% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Institute for Wealth Management
Denver,
Colorado
|
+$1.53M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.27M |
| 3 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$259K |
| 4 |
Jane Street
New York
|
+$247K |
| 5 |
LPL Financial
San Diego,
California
|
+$230K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Inspire Investing
Meridian,
Idaho
|
-$1.51M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.17M |
| 3 |
LVZ Inc
Holland,
Michigan
|
-$178K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$25.2K |
ISMD Hedge Fund Activity: Q1 2019 in Review
20 of the 4,634 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.