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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

34 hedge funds and large institutions have $57.6M invested in Inspire Small/Mid Cap Impact ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
12
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
1
OneAscent Financial Services
Alabama
$910K
2
SFS
2
Sowell Financial Services
Arkansas
$222K
3
SWP
3
Stratos Wealth Partners
Ohio
$202K
4
FAIM
4
Financial Advocates Investment Management
Washington
$542K
5
VFA
5
Values First Advisors
Tennessee
$141K

Top Sellers

1
FA
1
Faithward Advisors
Pennsylvania
$28.6M
2
II
2
Inspire Investing
Idaho
$8.53M
3
Jane Street
3
Jane Street
New York
$0
4
CW
4
CreativeOne Wealth
Kansas
$221K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
FA
1
Faithward Advisors
Pennsylvania
$28.6M 1,015,791 -424,550 -29%
II
2
Inspire Investing
Idaho
$8.53M 302,634 -57,904 -16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.82M 99,991 -6,939 -6%
CFD
4
Creative Financial Designs
Indiana
$2.24M 78,173 +3,829 +5%
Bank of America
5
Bank of America
North Carolina
$2.08M 73,798 -340 -0.5%
ACM
6
AlphaStar Capital Management
North Carolina
$1.9M 67,394 -1,954 -3%
LI
7
LVZ Inc
Michigan
$1.87M 66,253 +3,882 +6%
LPL Financial
8
LPL Financial
California
$1.2M 42,622 +118 +0.3%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.16M 40,982 -1,356 -3%
OFS
10
OneAscent Financial Services
Alabama
$910K 32,277 +32,277 New
AI
11
Atria Investments
North Carolina
$826K 29,303 -291 -1%
KP
12
Keel Point
Alabama
$784K 27,790 +229 +0.8%
MHS
13
M Holdings Securities
Oregon
$631K 22,392 +3,529 +19%
FFN
14
Focus Financial Network
Minnesota
$623K 22,090 +3,615 +20%
FAIM
15
Financial Advocates Investment Management
Washington
$542K 19,231 +5,677 +42%
SPC
16
Sigma Planning Corp
Michigan
$513K 18,192 -218 -1%
AWM
17
AE Wealth Management
Kansas
$411K 14,570 +1,327 +10%
SS
18
Simplicity Solutions
Minnesota
$354K 12,544 +1,286 +11%
WDL
19
Well Done LLC
Michigan
$314K 11,140 – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$226K 8,045 – –
SFS
21
Sowell Financial Services
Arkansas
$222K 7,890 +7,890 New
CW
22
CreativeOne Wealth
Kansas
$221K 7,824 -9,208 -54%
SWP
23
Stratos Wealth Partners
Ohio
$202K 7,165 +7,165 New
VFA
24
Values First Advisors
Tennessee
$141K 4,992 +4,992 New
FCM
25
Firestone Capital Management
Florida
$61K 2,166 +2,166 New
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