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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

37 hedge funds and large institutions have $91.9M invested in Inspire Small/Mid Cap Impact ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.65%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
7
Increased
12
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Inspire Advisors
Idaho
$38M
2
DIM
2
Delta Investment Management
California
$676K
3
KAS
3
Kestra Advisory Services
Texas
$866K
4
PFG
4
PAX Financial Group
Texas
$438K
5
HI
5
Harbour Investments
Wisconsin
$312K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
II
2
Inspire Investing
Idaho
$13.8M
3
LI
3
LVZ Inc
Michigan
$3.51M
4
SS
4
Simplicity Solutions
Minnesota
$0
5
LPL Financial
5
LPL Financial
California
$1.27M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$38M 1,066,564 +33,321 +3%
II
2
Inspire Investing
Idaho
$13.8M 388,825 -12,740 -3%
P
3
Paradiem
Louisiana
$8.34M 228,158 -948 -0.4%
CFD
4
Creative Financial Designs
Indiana
$6.9M 193,834 -2,133 -1%
LI
5
LVZ Inc
Michigan
$3.51M 98,470 -12,290 -11%
KP
6
Keel Point
Alabama
$3.08M 86,633 +200 +0.2%
LWAM
7
Legacy Wealth Asset Management
Minnesota
$2.99M 83,984 +593 +0.7%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.67M 75,115 +7,223 +11%
ACM
9
AlphaStar Capital Management
North Carolina
$2.25M 62,953 +1,653 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.09M 58,628 +995 +2%
LPL Financial
11
LPL Financial
California
$1.27M 35,695 -7,008 -16%
UBS Group
12
UBS Group
Switzerland
$1.1M 30,786 +5,448 +22%
FAIM
13
Financial Advocates Investment Management
Washington
$1.07M 30,135 +3,500 +13%
KAS
14
Kestra Advisory Services
Texas
$866K 24,327 +12,498 +106%
DIM
15
Delta Investment Management
California
$676K 18,983 +18,983 New
WDL
16
Well Done LLC
Michigan
$601K 16,885 +2,365 +16%
FA
17
Faithward Advisors
Pennsylvania
$507K 14,271 -2,309 -14%
AWM
18
AE Wealth Management
Kansas
$450K 12,630 -2,725 -18%
PFG
19
PAX Financial Group
Texas
$438K 12,301 +12,301 New
AAS
20
Avantax Advisory Services
Texas
$395K 11,108 +396 +4%
HI
21
Harbour Investments
Wisconsin
$312K 8,774 +8,774 New
BAM
22
Belpointe Asset Management
Nevada
$260K 7,297 +7,297 New
HR
23
Howe & Rusling
New York
$74K 2,075 – –
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$60K 1,672 +1,672 New
CWA
25
Carolina Wealth Advisors
South Carolina
$43K 1,202 – –
1
2