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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

32 hedge funds and large institutions have $45.4M invested in Inspire Small/Mid Cap Impact ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
13
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.55M
2
CFD
2
Creative Financial Designs
Indiana
$3.94M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.45M
4
II
4
Inspire Investing
Idaho
$7.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$941K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
FA
2
Faithward Advisors
Pennsylvania
$18.3M
3
FFN
3
Focus Financial Network
Minnesota
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$0
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FA
1
Faithward Advisors
Pennsylvania
$18.3M 952,658 -63,133 -6%
II
2
Inspire Investing
Idaho
$7.2M 373,673 +71,039 +23%
CFD
3
Creative Financial Designs
Indiana
$3.94M 204,442 +126,269 +162%
UBS Group
4
UBS Group
Switzerland
$2.55M 132,474 +132,474 New
LI
5
LVZ Inc
Michigan
$1.52M 78,804 +12,551 +19%
Bank of America
6
Bank of America
North Carolina
$1.47M 76,281 +2,483 +3%
Citadel Advisors
7
Citadel Advisors
Florida
$1.45M 75,255 +75,255 New
ACM
8
AlphaStar Capital Management
North Carolina
$1.39M 72,187 +4,793 +7%
MHS
9
M Holdings Securities
Oregon
$1.36M 70,451 +48,059 +215%
KP
10
Keel Point
Alabama
$1.1M 57,045 +29,255 +105%
Osaic Holdings
11
Osaic Holdings
Arizona
$941K 48,884 +48,884 New
LPL Financial
12
LPL Financial
California
$765K 39,705 -2,917 -7%
OFS
13
OneAscent Financial Services
Alabama
$742K 38,544 +6,267 +19%
AI
14
Atria Investments
North Carolina
$687K 35,693 +6,390 +22%
FAIM
15
Financial Advocates Investment Management
Washington
$414K 21,481 +2,250 +12%
SPC
16
Sigma Planning Corp
Michigan
$322K 16,742 -1,450 -8%
WDL
17
Well Done LLC
Michigan
$311K 16,157 +5,017 +45%
AWM
18
AE Wealth Management
Kansas
$257K 13,369 -1,201 -8%
SS
19
Simplicity Solutions
Minnesota
$252K 13,102 +558 +4%
HIS
20
Harvest Investment Services
Illinois
$221K 11,482 +11,482 New
HR
21
Howe & Rusling
New York
$40K 2,075 – –
CWA
22
Carolina Wealth Advisors
South Carolina
$26K 1,370 +148 +12%
GRP
23
Global Retirement Partners
California
$19K 971 – –
NFG
24
Next Financial Group
Texas
$18K 924 -199 -18%
FCM
25
Firestone Capital Management
Florida
$17K 860 -1,306 -60%
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