Inspire Small/Mid Cap Impact ETF
ISMD
43 hedge funds and large institutions have $84.9M invested in Inspire Small/Mid Cap Impact ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 4 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
2.97% more ownership
Funds ownership: 77.19% → 80.16% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4% less funds holding
Funds holding: 45 → 43 (-2)
6% less capital invested
Capital invested by funds: $90.8M → $84.9M (-$5.87M)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$2.94M |
| 2 |
II
Inspire Investing
Meridian,
Idaho
|
+$2.21M |
| 3 |
PFG
PAX Financial Group
San Antonio,
Texas
|
+$2.08M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$491K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$359K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$694K |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$379K |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$275K |
| 4 |
DIM
Delta Investment Management
San Francisco,
California
|
-$266K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$212K |
ISMD Hedge Fund Activity: Q2 2022 in Review
43 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q2 2022, worth a combined $84.9M — down 6.5% from $90.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of ISMD and 2 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 19 added.
The largest buyer was Inspire Advisors, adding an estimated $2.94M. The largest seller was UBS Group, cutting an estimated $694K.
- 43 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q2 2022, down from 45 in Q1 2022.
- Funds reported $84.9M of Inspire Small/Mid Cap Impact ETF stock for Q2 2022, down 6.5% quarter-over-quarter.
- 2 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q2 2022 and 4 closed out, a net change of -2 holders.
- The largest Inspire Small/Mid Cap Impact ETF buyer in Q2 2022 was Inspire Advisors, an estimated $2.94M added.
- The largest Inspire Small/Mid Cap Impact ETF seller in Q2 2022 was UBS Group, an estimated $694K sold.
Based on aggregated 13F filings for Q2 2022.