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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

33 hedge funds and large institutions have $40M invested in Inspire Small/Mid Cap Impact ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
14
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.72M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.62M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.47M
4
II
4
Inspire Investing
Idaho
$9.13M
5
CFD
5
Creative Financial Designs
Indiana
$5.24M

Top Sellers

1
FA
1
Faithward Advisors
Pennsylvania
$6.77M
2
UBS Group
2
UBS Group
Switzerland
$749K
3
MHS
3
M Holdings Securities
Oregon
$0
4
AI
4
Atria Investments
North Carolina
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
II
1
Inspire Investing
Idaho
$9.13M 403,882 +30,209 +8%
FA
2
Faithward Advisors
Pennsylvania
$6.77M 299,661 -652,997 -69%
CFD
3
Creative Financial Designs
Indiana
$5.24M 231,688 +27,246 +13%
LI
4
LVZ Inc
Michigan
$1.84M 81,580 +2,776 +4%
Jane Street
5
Jane Street
New York
$1.72M 75,967 +75,967 New
ACM
6
AlphaStar Capital Management
North Carolina
$1.68M 71,677 -510 -0.7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.62M 71,487 +71,487 New
KP
8
Keel Point
Alabama
$1.6M 70,922 +13,877 +24%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.47M 65,006 +65,006 New
Bank of America
10
Bank of America
North Carolina
$1.44M 63,828 -12,453 -16%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.4M 61,743 +12,859 +26%
Citadel Advisors
12
Citadel Advisors
Florida
$1.05M 46,560 -28,695 -38%
LPL Financial
13
LPL Financial
California
$979K 43,338 +3,633 +9%
OFS
14
OneAscent Financial Services
Alabama
$887K 39,234 +690 +2%
UBS Group
15
UBS Group
Switzerland
$749K 33,136 -99,338 -75%
FAIM
16
Financial Advocates Investment Management
Washington
$550K 24,346 +2,865 +13%
SPC
17
Sigma Planning Corp
Michigan
$378K 16,742 – –
WDL
18
Well Done LLC
Michigan
$374K 16,533 +376 +2%
AWM
19
AE Wealth Management
Kansas
$314K 13,911 +542 +4%
SS
20
Simplicity Solutions
Minnesota
$312K 13,815 +713 +5%
AAS
21
Avantax Advisory Services
Texas
$212K 9,335 +9,335 New
CAN
22
Cetera Advisor Networks
California
$88K 3,900 +3,900 New
HR
23
Howe & Rusling
New York
$47K 2,075 – –
CWA
24
Carolina Wealth Advisors
South Carolina
$31K 1,370 – –
PAG
25
Private Advisor Group
New Jersey
$21K 909 +909 New
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