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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

38 hedge funds and large institutions have $93.9M invested in Inspire Small/Mid Cap Impact ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.66%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
11
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$829K
2
ARC
2
Advisor Resource Council
Texas
$574K
3
Goldman Sachs
3
Goldman Sachs
New York
$401K
4
PFG
4
PAX Financial Group
Texas
$762K
5
UBS Group
5
UBS Group
Switzerland
$1.41M

Top Sellers

1
IA
1
Inspire Advisors
Idaho
$37.3M
2
CFD
2
Creative Financial Designs
Indiana
$6.34M
3
II
3
Inspire Investing
Idaho
$13.9M
4
FA
4
Faithward Advisors
Pennsylvania
$262K
5
BAM
5
Belpointe Asset Management
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$37.3M 1,016,083 -50,481 -5%
II
2
Inspire Investing
Idaho
$13.9M 377,665 -11,160 -3%
P
3
Paradiem
Louisiana
$8.21M 227,064 -1,094 -0.5%
CFD
4
Creative Financial Designs
Indiana
$6.34M 172,567 -21,267 -11%
LI
5
LVZ Inc
Michigan
$3.55M 96,716 -1,754 -2%
LWAM
6
Legacy Wealth Asset Management
Minnesota
$3.14M 85,562 +1,578 +2%
KP
7
Keel Point
Alabama
$2.98M 80,987 -5,646 -7%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.95M 80,163 +5,048 +7%
ACM
9
AlphaStar Capital Management
North Carolina
$2.54M 68,872 +5,919 +9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.18M 59,362 +734 +1%
UBS Group
11
UBS Group
Switzerland
$1.41M 38,272 +7,486 +24%
LPL Financial
12
LPL Financial
California
$1.27M 34,466 -1,229 -3%
KAS
13
Kestra Advisory Services
Texas
$1.07M 29,192 +4,865 +20%
FAIM
14
Financial Advocates Investment Management
Washington
$1.05M 28,624 -1,511 -5%
FTUS
15
Flow Traders U.S.
New York
$829K 22,557 +22,557 New
PFG
16
PAX Financial Group
Texas
$762K 20,733 +8,432 +69%
DIM
17
Delta Investment Management
California
$697K 18,983 – –
WDL
18
Well Done LLC
Michigan
$621K 16,909 +24 +0.1%
ARC
19
Advisor Resource Council
Texas
$574K 15,633 +15,633 New
AWM
20
AE Wealth Management
Kansas
$552K 15,039 +2,409 +19%
Goldman Sachs
21
Goldman Sachs
New York
$401K 10,919 +10,919 New
AAS
22
Avantax Advisory Services
Texas
$378K 10,341 -767 -7%
HI
23
Harbour Investments
Wisconsin
$320K 8,723 -51 -0.6%
FA
24
Faithward Advisors
Pennsylvania
$262K 7,123 -7,148 -50%
CA
25
Cetera Advisors
Colorado
$220K 6,000 +6,000 New
1
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