Inspire Small/Mid Cap Impact ETF
ISMD
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.
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
128% more capital invested
Capital invested by funds: $28.8M → $65.7M (+$36.9M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
37.05% more ownership
Funds ownership: 33.32% → 70.37% (+37%)
7% more funds holding
Funds holding: 27 → 29 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
+$837K |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$354K |
| 3 |
WDL
Well Done LLC
Holland,
Michigan
|
+$291K |
| 4 |
LPL Financial
San Diego,
California
|
+$206K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.06M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$817K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$292K |
| 4 |
Jane Street
New York
|
-$268K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$238K |
ISMD Hedge Fund Activity: Q3 2019 in Review
29 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q3 2019, worth a combined $65.7M — up 128% from $28.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ISMD positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was LVZ Inc, adding an estimated $837K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.06M sold.
- 29 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q3 2019, up from 27 in Q2 2019.
- Funds reported $65.7M of Inspire Small/Mid Cap Impact ETF stock for Q3 2019, up 128% quarter-over-quarter.
- 6 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q3 2019 and 4 closed out, a net change of +2 holders.
- The largest Inspire Small/Mid Cap Impact ETF buyer in Q3 2019 was LVZ Inc, an estimated $837K added.
- The largest Inspire Small/Mid Cap Impact ETF seller in Q3 2019 was Citadel Advisors, an estimated $1.06M sold.
Based on aggregated 13F filings for Q3 2019.