Inspire Small/Mid Cap Impact ETF
ISMD
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.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
2% more funds holding
Funds holding: 43 → 44 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
7.33% less ownership
Funds ownership: 80.16% → 72.83% (-7.3%)
10% less capital invested
Capital invested by funds: $84.9M → $76.8M (-$8.12M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$805K |
| 2 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$671K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$442K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$270K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$3.8M |
| 2 |
II
Inspire Investing
Meridian,
Idaho
|
-$2.67M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$580K |
| 4 |
PFG
PAX Financial Group
San Antonio,
Texas
|
-$572K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$276K |
ISMD Hedge Fund Activity: Q3 2022 in Review
44 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q3 2022, worth a combined $76.8M — down 9.6% from $84.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ISMD positions and 3 closed out — a net gain of 1 holder — while 17 added to existing stakes and 14 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $805K. The largest seller was Inspire Advisors, cutting an estimated $3.8M.
- 44 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q3 2022, up from 43 in Q2 2022.
- Funds reported $76.8M of Inspire Small/Mid Cap Impact ETF stock for Q3 2022, down 9.6% quarter-over-quarter.
- 4 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q3 2022 and 3 closed out, a net change of +1 holder.
- The largest Inspire Small/Mid Cap Impact ETF buyer in Q3 2022 was Citadel Advisors, an estimated $805K added.
- The largest Inspire Small/Mid Cap Impact ETF seller in Q3 2022 was Inspire Advisors, an estimated $3.8M sold.
Based on aggregated 13F filings for Q3 2022.