ISMD icon

Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

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.

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.73%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
2
Increased
19
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Inspire Advisors
Idaho
$24.7M
2
II
2
Inspire Investing
Idaho
$13.6M
3
PFG
3
PAX Financial Group
Texas
$5.71M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.83M
5
CFD
5
Creative Financial Designs
Indiana
$5.93M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.91M
2
BAM
2
Belpointe Asset Management
Nevada
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
DIM
4
Delta Investment Management
California
$296K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$24.7M 866,376 +95,399 +12%
II
2
Inspire Investing
Idaho
$13.6M 475,382 +71,752 +18%
P
3
Paradiem
Louisiana
$6.42M 224,903 -297 -0.1%
CFD
4
Creative Financial Designs
Indiana
$5.93M 207,734 +11,653 +6%
PFG
5
PAX Financial Group
Texas
$5.71M 199,925 +67,502 +51%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.83M 134,029 +15,918 +13%
LWAM
7
Legacy Wealth Asset Management
Minnesota
$3.3M 115,392 +6,971 +6%
LI
8
LVZ Inc
Michigan
$3.29M 115,052 +887 +0.8%
ACM
9
AlphaStar Capital Management
North Carolina
$2.52M 88,254 -588 -0.7%
UBS Group
10
UBS Group
Switzerland
$1.91M 66,717 -22,523 -25%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$1.66M 58,032 +1,688 +3%
KP
12
Keel Point
Alabama
$1.58M 49,028 -3,606 -7%
KAS
13
Kestra Advisory Services
Texas
$1.46M 50,956 +10,550 +26%
LPL Financial
14
LPL Financial
California
$1.02M 35,802 -1,227 -3%
FAIM
15
Financial Advocates Investment Management
Washington
$862K 30,175 +163 +0.5%
Goldman Sachs
16
Goldman Sachs
New York
$857K 30,007 -142 -0.5%
EWA
17
EverSource Wealth Advisors
Alabama
$776K 27,181 +105 +0.4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$580K 20,305 +1,208 +6%
AWM
19
AE Wealth Management
Kansas
$556K 19,468 -930 -5%
WDL
20
Well Done LLC
Michigan
$549K 19,207 +1,141 +6%
SFS
21
Sowell Financial Services
Arkansas
$548K 18,762 +352 +2%
AAS
22
Avantax Advisory Services
Texas
$538K 18,822 -860 -4%
SOS
23
Silver Oak Securities
Tennessee
$347K 11,403 -479 -4%
AWS
24
Atria Wealth Solutions
New York
$298K 10,422 +1,327 +15%
DIM
25
Delta Investment Management
California
$296K 10,368 -8,615 -45%
1
2