Inspire Small/Mid Cap Impact ETF
ISMD
42 hedge funds and large institutions have $97.1M invested in Inspire Small/Mid Cap Impact ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 4 closing their positions.
475% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 4
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
14% more funds holding
Funds holding: 37 → 42 (+5)
6% more capital invested
Capital invested by funds: $91.3M → $97.1M (+$5.73M)
0.5% more ownership
Funds ownership: 77.56% → 78.07% (+0.5%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
II
Inspire Investing
Meridian,
Idaho
|
+$1.9M |
| 2 |
PFG
PAX Financial Group
San Antonio,
Texas
|
+$1.22M |
| 3 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$1.17M |
| 4 |
LI
LVZ Inc
Holland,
Michigan
|
+$556K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$521K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.54M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$409K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$367K |
| 4 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
-$113K |
| 5 |
CWA
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
-$43K |
ISMD Hedge Fund Activity: Q4 2021 in Review
42 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q4 2021, worth a combined $97.1M — up 6.3% from $91.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ISMD positions and 4 closed out — a net gain of 5 holders — while 23 added to existing stakes and 4 trimmed.
The largest buyer was Inspire Investing, adding an estimated $1.9M. The largest seller was Envestnet Asset Management, cutting an estimated $1.54M.
- 42 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q4 2021, up from 37 in Q3 2021.
- Funds reported $97.1M of Inspire Small/Mid Cap Impact ETF stock for Q4 2021, up 6.3% quarter-over-quarter.
- 9 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q4 2021 and 4 closed out, a net change of +5 holders.
- The largest Inspire Small/Mid Cap Impact ETF buyer in Q4 2021 was Inspire Investing, an estimated $1.9M added.
- The largest Inspire Small/Mid Cap Impact ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $1.54M sold.
Based on aggregated 13F filings for Q4 2021.