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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

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.

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
1
Institute for Wealth Management
Colorado
$1.56M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.29M
3
FFN
3
Focus Financial Network
Minnesota
$517K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$572K
5
Jane Street
5
Jane Street
New York
$722K

Top Sellers

1
II
1
Inspire Investing
Idaho
$12M
2
Bank of America
2
Bank of America
North Carolina
$1.62M
3
LI
3
LVZ Inc
Michigan
$748K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.73M
Name Market Value Shares Shares
Change 		Shares
Change %
II
1
Inspire Investing
Idaho
$12M 456,161 -58,420 -11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.73M 103,781 -974 -0.9%
CFD
3
Creative Financial Designs
Indiana
$1.83M 69,704 +1,735 +3%
Bank of America
4
Bank of America
North Carolina
$1.62M 61,597 -45,213 -42%
IFWM
5
Institute for Wealth Management
Colorado
$1.56M 59,200 +59,200 New
ACM
6
AlphaStar Capital Management
North Carolina
$1.54M 58,532 +7,906 +16%
Citadel Advisors
7
Citadel Advisors
Florida
$1.29M 49,098 +49,098 New
KP
8
Keel Point
Alabama
$845K 32,152 +5,680 +21%
LI
9
LVZ Inc
Michigan
$748K 28,465 -6,885 -19%
LPL Financial
10
LPL Financial
California
$725K 27,579 +8,892 +48%
Jane Street
11
Jane Street
New York
$722K 27,464 +9,548 +53%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$572K 21,729 +10,023 +86%
FFN
13
Focus Financial Network
Minnesota
$517K 19,625 +19,625 New
MHS
14
M Holdings Securities
Oregon
$441K 16,779 +765 +5%
CW
15
CreativeOne Wealth
Kansas
$365K 13,880 +3,642 +36%
SS
16
Simplicity Solutions
Minnesota
$218K 8,288 +8,288 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$211K 8,045 +8,045 New
AG
18
Advisor Group
Arizona
$29K 1,095 +44 +4%
IA
19
IFP Advisors
Florida
$24K 927 – –
GWM
20
Geneos Wealth Management
Colorado
$5K 200 – –
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –