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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

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.

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.65%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
23
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
II
1
Inspire Investing
Idaho
$12.6M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$1.26M
3
PFG
3
PAX Financial Group
Texas
$2.56M
4
IA
4
Inspire Advisors
Idaho
$37.8M
5
LI
5
LVZ Inc
Michigan
$4.21M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$598K
2
ACM
2
AlphaStar Capital Management
North Carolina
$2.98M
3
HI
3
Harbour Investments
Wisconsin
$0
4
FA
4
Faithward Advisors
Pennsylvania
$113K
5
CWA
5
Carolina Wealth Advisors
South Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$37.8M 1,071,521 +31,941 +3%
II
2
Inspire Investing
Idaho
$12.6M 358,903 +51,770 +17%
P
3
Paradiem
Louisiana
$7.39M 225,780 +111 +0%
CFD
4
Creative Financial Designs
Indiana
$6.64M 188,326 +13,426 +8%
LI
5
LVZ Inc
Michigan
$4.21M 119,441 +15,155 +15%
LWAM
6
Legacy Wealth Asset Management
Minnesota
$3.57M 101,367 +10,847 +12%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.48M 98,751 +14,190 +17%
ACM
8
AlphaStar Capital Management
North Carolina
$2.98M 85,572 -11,157 -12%
PFG
9
PAX Financial Group
Texas
$2.56M 72,565 +33,325 +85%
KP
10
Keel Point
Alabama
$2.37M 67,123 +28 +0%
UBS Group
11
UBS Group
Switzerland
$1.99M 56,402 +10,569 +23%
KAS
12
Kestra Advisory Services
Texas
$1.45M 40,993 +10,809 +36%
LPL Financial
13
LPL Financial
California
$1.28M 36,245 +5,882 +19%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$1.26M 35,777 +35,777 New
FAIM
15
Financial Advocates Investment Management
Washington
$1.09M 30,857 +1,703 +6%
Goldman Sachs
16
Goldman Sachs
New York
$1.06M 30,149 – –
AWM
17
AE Wealth Management
Kansas
$808K 22,934 +2,046 +10%
DIM
18
Delta Investment Management
California
$669K 18,983 – –
WDL
19
Well Done LLC
Michigan
$620K 17,583 +169 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$598K 16,958 -42,018 -71%
AAS
21
Avantax Advisory Services
Texas
$479K 13,604 +374 +3%
ACG
22
Allen Capital Group
Nebraska
$408K 11,583 +11,583 New
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$280K 7,940 +7,940 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$221K 6,272 +6,272 New
NFG
25
Next Financial Group
Texas
$206K 5,843 +1,665 +40%
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