Inspire Small/Mid Cap Impact ETF
ISMD
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.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
3% more funds holding
Funds holding: 37 → 38 (+1)
2% more capital invested
Capital invested by funds: $91.9M → $93.9M (+$2M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
2.93% less ownership
Funds ownership: 80.51% → 77.58% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$827K |
| 2 |
Goldman Sachs
New York
|
+$400K |
| 3 |
PFG
PAX Financial Group
San Antonio,
Texas
|
+$309K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$274K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$1.85M |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$779K |
| 3 |
II
Inspire Investing
Meridian,
Idaho
|
-$409K |
| 4 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$262K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$260K |
ISMD Hedge Fund Activity: Q2 2021 in Review
38 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q2 2021, worth a combined $93.9M — up 2.2% from $91.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ISMD positions and 7 closed out — a net gain of 1 holder — while 11 added to existing stakes and 12 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $827K. The largest seller was Inspire Advisors, cutting an estimated $1.85M.
- 38 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q2 2021, up from 37 in Q1 2021.
- Funds reported $93.9M of Inspire Small/Mid Cap Impact ETF stock for Q2 2021, up 2.2% quarter-over-quarter.
- 8 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q2 2021 and 7 closed out, a net change of +1 holder.
- The largest Inspire Small/Mid Cap Impact ETF buyer in Q2 2021 was Flow Traders U.S., an estimated $827K added.
- The largest Inspire Small/Mid Cap Impact ETF seller in Q2 2021 was Inspire Advisors, an estimated $1.85M sold.
Based on aggregated 13F filings for Q2 2021.