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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

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.

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% 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
2
Increased
20
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
AlphaStar Capital Management
North Carolina
$3.54M
2
IA
2
Inspire Advisors
Idaho
$36.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.07M
4
PFG
4
PAX Financial Group
Texas
$1.39M
5
LI
5
LVZ Inc
Michigan
$3.7M

Top Sellers

1
II
1
Inspire Investing
Idaho
$10.9M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
ARC
3
Advisor Resource Council
Texas
$0
4
KP
4
Keel Point
Alabama
$2.38M
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$36.8M 1,039,580 +23,497 +2%
II
2
Inspire Investing
Idaho
$10.9M 307,133 -70,532 -19%
P
3
Paradiem
Louisiana
$8.51M 225,669 -1,395 -0.6%
CFD
4
Creative Financial Designs
Indiana
$6.2M 174,900 +2,333 +1%
LI
5
LVZ Inc
Michigan
$3.7M 104,286 +7,570 +8%
ACM
6
AlphaStar Capital Management
North Carolina
$3.54M 96,729 +27,857 +40%
LWAM
7
Legacy Wealth Asset Management
Minnesota
$3.21M 90,520 +4,958 +6%
Osaic Holdings
8
Osaic Holdings
Arizona
$3M 84,561 +4,398 +5%
KP
9
Keel Point
Alabama
$2.38M 67,095 -13,892 -17%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.09M 58,976 -386 -0.7%
UBS Group
11
UBS Group
Switzerland
$1.62M 45,833 +7,561 +20%
PFG
12
PAX Financial Group
Texas
$1.39M 39,240 +18,507 +89%
LPL Financial
13
LPL Financial
California
$1.08M 30,363 -4,103 -12%
KAS
14
Kestra Advisory Services
Texas
$1.07M 30,184 +992 +3%
Goldman Sachs
15
Goldman Sachs
New York
$1.07M 30,149 +19,230 +176%
FAIM
16
Financial Advocates Investment Management
Washington
$1.03M 29,154 +530 +2%
AWM
17
AE Wealth Management
Kansas
$740K 20,888 +5,849 +39%
DIM
18
Delta Investment Management
California
$673K 18,983 – –
WDL
19
Well Done LLC
Michigan
$617K 17,414 +505 +3%
AAS
20
Avantax Advisory Services
Texas
$469K 13,230 +2,889 +28%
HI
21
Harbour Investments
Wisconsin
$367K 10,359 +1,636 +19%
FA
22
Faithward Advisors
Pennsylvania
$223K 6,277 -846 -12%
NFG
23
Next Financial Group
Texas
$148K 4,178 +1,372 +49%
HR
24
Howe & Rusling
New York
$127K 3,571 +1,496 +72%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$64K 1,808 +1,808 New
1
2