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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

51 hedge funds and large institutions have $87.5M invested in Inspire Small/Mid Cap Impact ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
0.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
15
Increased
17
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$821K
2
CFD
2
Creative Financial Designs
Indiana
$7.17M
3
IA
3
Inspire Advisors
Idaho
$23M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$544K
5
OCM
5
One Capital Management
California
$361K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
KP
3
Keel Point
Alabama
$986K
4
ACG
4
Allen Capital Group
Nebraska
$0
5
UBS Group
5
UBS Group
Switzerland
$1.86M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$23M 763,869 +22,764 +3%
II
2
Inspire Investing
Idaho
$11.6M 386,199 -1,351 -0.3%
CFD
3
Creative Financial Designs
Indiana
$7.17M 238,082 +25,089 +12%
P
4
Paradiem
Louisiana
$6.77M 224,797 – –
PFG
5
PAX Financial Group
Texas
$5.38M 178,730 -2,375 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.75M 157,859 +9,288 +6%
LWAM
7
Legacy Wealth Asset Management
Minnesota
$3.63M 120,414 +2,979 +3%
LI
8
LVZ Inc
Michigan
$3.52M 116,907 +739 +0.6%
ACM
9
AlphaStar Capital Management
North Carolina
$2.71M 90,095 +2,644 +3%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$1.96M 65,023 -1,895 -3%
UBS Group
11
UBS Group
Switzerland
$1.86M 61,937 -5,971 -9%
KAS
12
Kestra Advisory Services
Texas
$1.67M 55,623 -278 -0.5%
LPL Financial
13
LPL Financial
California
$1.49M 49,351 +10,174 +26%
EWA
14
EverSource Wealth Advisors
Alabama
$1.02M 33,866 +963 +3%
KP
15
Keel Point
Alabama
$986K 32,762 -16,266 -33%
KOC
16
Koss-Olinger Consulting
Florida
$952K 31,630 +9,529 +43%
FAIM
17
Financial Advocates Investment Management
Washington
$928K 30,806 -24 -0.1%
Goldman Sachs
18
Goldman Sachs
New York
$831K 27,614 -2,393 -8%
Jane Street
19
Jane Street
New York
$821K 27,253 +27,253 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$544K 18,067 +18,067 New
WDL
21
Well Done LLC
Michigan
$499K 16,587 +70 +0.4%
AWS
22
Atria Wealth Solutions
New York
$416K 13,803 +3,135 +29%
AAS
23
Avantax Advisory Services
Texas
$403K 13,368 -1,502 -10%
AWM
24
AE Wealth Management
Kansas
$398K 13,212 -5,677 -30%
OCM
25
One Capital Management
California
$361K 12,000 +12,000 New
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