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Inspire Small/Mid Cap Impact ETF
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

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

177% more capital invested

Capital invested by funds: $27.8M → $77M (+$49.2M)

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

38.04% more ownership

Funds ownership: 44.3% → 82.34% (+38%)

17% more funds holding

Funds holding: 30 → 35 (+5)

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
Citadel Advisors
Citadel Advisors
Florida
+$907K
2
LI
LVZ Inc
Michigan
+$746K
3
KP
Keel Point
Alabama
+$268K
4
VFA
Values First Advisors
Tennessee
+$86.8K
5
II
Inspire Investing
Idaho
+$73.7K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.22M
2
FA
Faithward Advisors
Pennsylvania
-$707K
3
Bank of America
Bank of America
North Carolina
-$206K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$136K
5
AAS
Avantax Advisory Services
Texas
-$58.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
Inspire Advisors
Idaho
$30.9M +$27.6M +1,033,243 New
II
2
Inspire Investing
Idaho
$12M +$73.7K +2,758 +0.7%
P
3
Paradiem
Louisiana
$7.37M +$6.13M +229,106 New
CFD
4
Creative Financial Designs
Indiana
$5.86M -$22.2K -832 -0.4%
LI
5
LVZ Inc
Michigan
$3.31M +$746K +27,897 +34%
KP
6
Keel Point
Alabama
$2.58M +$268K +10,039 +13%
LWAM
7
Legacy Wealth Asset Management
Minnesota
$2.49M +$2.23M +83,391 New
Osaic Holdings
8
Osaic Holdings
Arizona
$2.03M -$1.6K -60 -0.1%
ACM
9
AlphaStar Capital Management
North Carolina
$1.99M +$3.48K +130 +0.2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.72M -$136K -5,094 -8%
LPL Financial
11
LPL Financial
California
$1.28M +$7.49K +280 +0.7%
Citadel Advisors
12
Citadel Advisors
Florida
$1.01M +$907K +33,930 New
FAIM
13
Financial Advocates Investment Management
Washington
$796K +$52.9K +1,978 +8%
UBS Group
14
UBS Group
Switzerland
$757K +$51K +1,909 +8%
FA
15
Faithward Advisors
Pennsylvania
$495K -$707K -26,427 -61%
AWM
16
AE Wealth Management
Kansas
$459K +$21.3K +797 +5%
WDL
17
Well Done LLC
Michigan
$434K +$5.35K +200 +1%
SS
18
Simplicity Solutions
Minnesota
$375K -$52.6K -1,968 -14%
KAS
19
Kestra Advisory Services
Texas
$355K +$31.5K +1,178 +11%
AAS
20
Avantax Advisory Services
Texas
$320K -$58.7K -2,195 -17%
VFA
21
Values First Advisors
Tennessee
$105K +$86.8K +3,248 +1,259%
HR
22
Howe & Rusling
New York
$62K – – –
Bank of America
23
Bank of America
North Carolina
$59K -$206K -7,687 -80%
SFS
24
Sowell Financial Services
Arkansas
$40K +$7.97K +298 +28%
CWA
25
Carolina Wealth Advisors
South Carolina
$36K – – –
1
2

ISMD Hedge Fund Activity: Q4 2020 in Review

35 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q4 2020, worth a combined $77M — up 177% from $27.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ISMD positions and 2 closed out — a net gain of 5 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $907K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.22M sold.

  • 35 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q4 2020, up from 30 in Q3 2020.
  • Funds reported $77M of Inspire Small/Mid Cap Impact ETF stock for Q4 2020, up 177% quarter-over-quarter.
  • 7 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q4 2020 and 2 closed out, a net change of +5 holders.
  • The largest Inspire Small/Mid Cap Impact ETF buyer in Q4 2020 was Citadel Advisors, an estimated $907K added.
  • The largest Inspire Small/Mid Cap Impact ETF seller in Q4 2020 was Susquehanna International Group, an estimated $1.22M sold.

Based on aggregated 13F filings for Q4 2020.