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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

35 hedge funds and large institutions have $77M invested in Inspire Small/Mid Cap Impact ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.62%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
7
Increased
16
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Inspire Advisors
Idaho
$30.9M
2
P
2
Paradiem
Louisiana
$7.37M
3
LWAM
3
Legacy Wealth Asset Management
Minnesota
$2.49M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.01M
5
LI
5
LVZ Inc
Michigan
$3.31M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
FA
2
Faithward Advisors
Pennsylvania
$495K
3
Bank of America
3
Bank of America
North Carolina
$59K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.72M
5
AAS
5
Avantax Advisory Services
Texas
$320K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$30.9M 1,033,243 +1,033,243 New
II
2
Inspire Investing
Idaho
$12M 401,565 +2,758 +0.7%
P
3
Paradiem
Louisiana
$7.37M 229,106 +229,106 New
CFD
4
Creative Financial Designs
Indiana
$5.86M 195,967 -832 -0.4%
LI
5
LVZ Inc
Michigan
$3.31M 110,760 +27,897 +34%
KP
6
Keel Point
Alabama
$2.58M 86,433 +10,039 +13%
LWAM
7
Legacy Wealth Asset Management
Minnesota
$2.49M 83,391 +83,391 New
Osaic Holdings
8
Osaic Holdings
Arizona
$2.03M 67,892 -60 -0.1%
ACM
9
AlphaStar Capital Management
North Carolina
$1.99M 61,300 +130 +0.2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.72M 57,633 -5,094 -8%
LPL Financial
11
LPL Financial
California
$1.28M 42,703 +280 +0.7%
Citadel Advisors
12
Citadel Advisors
Florida
$1.01M 33,930 +33,930 New
FAIM
13
Financial Advocates Investment Management
Washington
$796K 26,635 +1,978 +8%
UBS Group
14
UBS Group
Switzerland
$757K 25,338 +1,909 +8%
FA
15
Faithward Advisors
Pennsylvania
$495K 16,580 -26,427 -61%
AWM
16
AE Wealth Management
Kansas
$459K 15,355 +797 +5%
WDL
17
Well Done LLC
Michigan
$434K 14,520 +200 +1%
SS
18
Simplicity Solutions
Minnesota
$375K 12,535 -1,968 -14%
KAS
19
Kestra Advisory Services
Texas
$355K 11,829 +1,178 +11%
AAS
20
Avantax Advisory Services
Texas
$320K 10,712 -2,195 -17%
VFA
21
Values First Advisors
Tennessee
$105K 3,506 +3,248 +1,259%
HR
22
Howe & Rusling
New York
$62K 2,075 – –
Bank of America
23
Bank of America
North Carolina
$59K 1,979 -7,687 -80%
SFS
24
Sowell Financial Services
Arkansas
$40K 1,354 +298 +28%
CWA
25
Carolina Wealth Advisors
South Carolina
$36K 1,202 – –
1
2