Inspire Small/Mid Cap Impact ETF
ISMD
37 hedge funds and large institutions have $91.3M invested in Inspire Small/Mid Cap Impact ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 3 closing their positions.
186% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 7
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.01% less ownership
Funds ownership: 77.58% → 77.56% (-0.01%)
3% less capital invested
Capital invested by funds: $93.9M → $91.3M (-$2.59M)
3% less funds holding
Funds holding: 38 → 37 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$995K |
| 2 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$839K |
| 3 |
Goldman Sachs
New York
|
+$687K |
| 4 |
PFG
PAX Financial Group
San Antonio,
Texas
|
+$661K |
| 5 |
LI
LVZ Inc
Holland,
Michigan
|
+$270K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
II
Inspire Investing
Meridian,
Idaho
|
-$2.52M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$829K |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$574K |
| 4 |
KP
Keel Point
Huntsville,
Alabama
|
-$496K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$220K |
ISMD Hedge Fund Activity: Q3 2021 in Review
37 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q3 2021, worth a combined $91.3M — down 2.8% from $93.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ISMD and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 20 added.
The largest buyer was AlphaStar Capital Management, adding an estimated $995K. The largest seller was Inspire Investing, cutting an estimated $2.52M.
- 37 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q3 2021, down from 38 in Q2 2021.
- Funds reported $91.3M of Inspire Small/Mid Cap Impact ETF stock for Q3 2021, down 2.8% quarter-over-quarter.
- 2 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q3 2021 and 3 closed out, a net change of -1 holder.
- The largest Inspire Small/Mid Cap Impact ETF buyer in Q3 2021 was AlphaStar Capital Management, an estimated $995K added.
- The largest Inspire Small/Mid Cap Impact ETF seller in Q3 2021 was Inspire Investing, an estimated $2.52M sold.
Based on aggregated 13F filings for Q3 2021.