ISMD icon

Inspire Small/Mid Cap Impact ETF

44 hedge funds and large institutions have $76.8M invested in Inspire Small/Mid Cap Impact ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.76%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
4
Increased
17
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IA
1
Inspire Advisors
Idaho
$20.3M 741,105 -125,271 -14%
II
2
Inspire Investing
Idaho
$10.6M 387,550 -87,832 -18%
P
3
Paradiem
Louisiana
$6.16M 224,797 -106 -0%
CFD
4
Creative Financial Designs
Indiana
$5.83M 212,993 +5,259 +3%
PFG
5
PAX Financial Group
Texas
$4.96M 181,105 -18,820 -9%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.07M 148,571 +14,542 +11%
LWAM
7
Legacy Wealth Asset Management
Minnesota
$3.22M 117,435 +2,043 +2%
LI
8
LVZ Inc
Michigan
$3.18M 116,168 +1,116 +1%
ACM
9
AlphaStar Capital Management
North Carolina
$2.39M 87,451 -803 -0.9%
UBS Group
10
UBS Group
Switzerland
$1.86M 67,908 +1,191 +2%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$1.83M 66,918 +8,886 +15%
KAS
12
Kestra Advisory Services
Texas
$1.53M 55,901 +4,945 +10%
KP
13
Keel Point
Alabama
$1.34M 49,028
LPL Financial
14
LPL Financial
California
$1.07M 39,177 +3,375 +9%
EWA
15
EverSource Wealth Advisors
Alabama
$901K 32,903 +5,722 +21%
FAIM
16
Financial Advocates Investment Management
Washington
$844K 30,830 +655 +2%
Goldman Sachs
17
Goldman Sachs
New York
$822K 30,007
Citadel Advisors
18
Citadel Advisors
Florida
$726K 26,509 +26,509 New
SFS
19
Sowell Financial Services
Arkansas
$723K 26,300 +7,538 +40%
KOC
20
Koss-Olinger Consulting
Florida
$605K 22,101 +22,101 New
AWM
21
AE Wealth Management
Kansas
$517K 18,889 -579 -3%
WDL
22
Well Done LLC
Michigan
$452K 16,517 -2,690 -14%
AAS
23
Avantax Advisory Services
Texas
$407K 14,870 -3,952 -21%
AWS
24
Atria Wealth Solutions
New York
$293K 10,668 +246 +2%
SOS
25
Silver Oak Securities
Tennessee
$292K 9,594 -1,809 -16%