Inspire Small/Mid Cap Impact ETF
ISMD
ISMD
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.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
38.04% more ownership
Funds ownership: 44.3% → 82.34% (+38%)
17% more funds holding
Funds holding: 30 → 35 (+5)
Holders
35
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
1 | +$1.01M | |
2 | +$834K | |
3 | +$300K | |
4 |
VFA
Values First Advisors
Gray,
Tennessee
|
+$97.3K |
5 |
II
Inspire Investing
Meridian,
Idaho
|
+$82.4K |
Top Sellers
1 | -$1.22M | |
2 | -$789K | |
3 | -$229K | |
4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$152K |
5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$65.6K |