Inspire Small/Mid Cap Impact ETF
ISMD
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.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
75% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 12
7% more funds holding
Funds holding: 42 → 45 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.88% less ownership
Funds ownership: 78.07% → 77.19% (-0.88%)
6% less capital invested
Capital invested by funds: $97.1M → $90.8M (-$6.26M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
PAX Financial Group
San Antonio,
Texas
|
+$1.99M |
| 2 |
II
Inspire Investing
Meridian,
Idaho
|
+$1.49M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.09M |
| 4 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$883K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$683K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$9.99M |
| 2 |
KP
Keel Point
Huntsville,
Alabama
|
-$481K |
| 3 |
VFA
Values First Advisors
Gray,
Tennessee
|
-$187K |
| 4 |
LI
LVZ Inc
Holland,
Michigan
|
-$175K |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$103K |
ISMD Hedge Fund Activity: Q1 2022 in Review
45 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q1 2022, worth a combined $90.8M — down 6.5% from $97.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ISMD positions and 3 closed out — a net gain of 4 holders — while 21 added to existing stakes and 12 trimmed.
The largest buyer was PAX Financial Group, adding an estimated $1.99M. The largest seller was Inspire Advisors, cutting an estimated $9.99M.
- 45 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q1 2022, up from 42 in Q4 2021.
- Funds reported $90.8M of Inspire Small/Mid Cap Impact ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
- 7 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q1 2022 and 3 closed out, a net change of +4 holders.
- The largest Inspire Small/Mid Cap Impact ETF buyer in Q1 2022 was PAX Financial Group, an estimated $1.99M added.
- The largest Inspire Small/Mid Cap Impact ETF seller in Q1 2022 was Inspire Advisors, an estimated $9.99M sold.
Based on aggregated 13F filings for Q1 2022.