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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

45 hedge funds and large institutions have $90.8M invested in Inspire Small/Mid Cap Impact ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.71%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
7
Increased
21
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFG
1
PAX Financial Group
Texas
$4.4M
2
II
2
Inspire Investing
Idaho
$13.4M
3
UBS Group
3
UBS Group
Switzerland
$2.96M
4
EWA
4
EverSource Wealth Advisors
Alabama
$899K
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.87M

Top Sellers

1
IA
1
Inspire Advisors
Idaho
$25.6M
2
KP
2
Keel Point
Alabama
$1.75M
3
VFA
3
Values First Advisors
Tennessee
$5K
4
LI
4
LVZ Inc
Michigan
$3.79M
5
WA
5
Win Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$25.6M 770,977 -300,544 -28%
II
2
Inspire Investing
Idaho
$13.4M 403,630 +44,727 +12%
P
3
Paradiem
Louisiana
$7.28M 225,200 -580 -0.3%
CFD
4
Creative Financial Designs
Indiana
$6.51M 196,081 +7,755 +4%
PFG
5
PAX Financial Group
Texas
$4.4M 132,423 +59,858 +82%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.92M 118,111 +19,360 +20%
LI
7
LVZ Inc
Michigan
$3.79M 114,165 -5,276 -4%
LWAM
8
Legacy Wealth Asset Management
Minnesota
$3.6M 108,421 +7,054 +7%
UBS Group
9
UBS Group
Switzerland
$2.96M 89,240 +32,838 +58%
ACM
10
AlphaStar Capital Management
North Carolina
$2.95M 88,842 +3,270 +4%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$1.87M 56,344 +20,567 +57%
KP
12
Keel Point
Alabama
$1.75M 52,634 -14,489 -22%
KAS
13
Kestra Advisory Services
Texas
$1.34M 40,406 -587 -1%
LPL Financial
14
LPL Financial
California
$1.23M 37,029 +784 +2%
Goldman Sachs
15
Goldman Sachs
New York
$1M 30,149 – –
FAIM
16
Financial Advocates Investment Management
Washington
$996K 30,012 -845 -3%
EWA
17
EverSource Wealth Advisors
Alabama
$899K 27,076 +26,586 +5,426%
AWM
18
AE Wealth Management
Kansas
$677K 20,398 -2,536 -11%
SFS
19
Sowell Financial Services
Arkansas
$664K 18,410 +18,410 New
AAS
20
Avantax Advisory Services
Texas
$652K 19,682 +6,078 +45%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$634K 19,097 +2,139 +13%
DIM
22
Delta Investment Management
California
$630K 18,983 – –
WDL
23
Well Done LLC
Michigan
$600K 18,066 +483 +3%
ACG
24
Allen Capital Group
Nebraska
$403K 12,155 +572 +5%
SOS
25
Silver Oak Securities
Tennessee
$383K 11,882 +11,882 New
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