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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

29 hedge funds and large institutions have $65.7M invested in Inspire Small/Mid Cap Impact ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
13
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Faithward Advisors
Pennsylvania
$37.9M
2
LI
2
LVZ Inc
Michigan
$1.64M
3
FAIM
3
Financial Advocates Investment Management
Washington
$357K
4
WDL
4
Well Done LLC
Michigan
$293K
5
LPL Financial
5
LPL Financial
California
$1.12M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
OFS
2
OneAscent Financial Services
Alabama
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Jane Street
4
Jane Street
New York
$847K
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FA
1
Faithward Advisors
Pennsylvania
$37.9M 1,440,341 +1,440,341 New
II
2
Inspire Investing
Idaho
$9.5M 360,538 +504 +0.1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.82M 106,930 +1,018 +1%
Bank of America
4
Bank of America
North Carolina
$1.95M 74,138 +4,046 +6%
CFD
5
Creative Financial Designs
Indiana
$1.89M 74,344 +1,870 +3%
ACM
6
AlphaStar Capital Management
North Carolina
$1.83M 69,348 +1,751 +3%
LI
7
LVZ Inc
Michigan
$1.64M 62,371 +32,069 +106%
LPL Financial
8
LPL Financial
California
$1.12M 42,504 +7,884 +23%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.12M 42,338 +478 +1%
Jane Street
10
Jane Street
New York
$847K 32,149 -10,253 -24%
AI
11
Atria Investments
North Carolina
$779K 29,594 -69 -0.2%
KP
12
Keel Point
Alabama
$726K 27,561 -1,674 -6%
MHS
13
M Holdings Securities
Oregon
$497K 18,863 +901 +5%
FFN
14
Focus Financial Network
Minnesota
$488K 18,475 -3,590 -16%
SPC
15
Sigma Planning Corp
Michigan
$485K 18,410 – –
CW
16
CreativeOne Wealth
Kansas
$449K 17,032 +725 +4%
FAIM
17
Financial Advocates Investment Management
Washington
$357K 13,554 +13,554 New
AWM
18
AE Wealth Management
Kansas
$349K 13,243 +1,017 +8%
SS
19
Simplicity Solutions
Minnesota
$296K 11,258 +920 +9%
WDL
20
Well Done LLC
Michigan
$293K 11,140 +11,140 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$211K 8,045 – –
HR
22
Howe & Rusling
New York
$55K 2,075 – –
NFG
23
Next Financial Group
Texas
$29K 1,108 +1,108 New
GRP
24
Global Retirement Partners
California
$26K 971 +971 New
AG
25
Advisor Group
Arizona
$17K 643 +73 +13%
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