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Inspire Small/Mid Cap Impact ETF
ISMD

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.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

16% more funds holding

Funds holding: 44 → 51 (+7)

14% more capital invested

Capital invested by funds: $76.8M → $87.5M (+$10.7M)

0.76% more ownership

Funds ownership: 72.83% → 73.59% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

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
Jane Street
New York
+$816K
2
CFD
Creative Financial Designs
Indiana
+$752K
3
IA
Inspire Advisors
Idaho
+$682K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$541K
5
OCM
One Capital Management
California
+$359K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$726K
2
SFS
Sowell Financial Services
Arkansas
-$723K
3
KP
Keel Point
Alabama
-$487K
4
ACG
Allen Capital Group
Nebraska
-$216K
5
UBS Group
UBS Group
Switzerland
-$179K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
Inspire Advisors
Idaho
$23M +$682K +22,764 +3%
II
2
Inspire Investing
Idaho
$11.6M -$40.5K -1,351 -0.3%
CFD
3
Creative Financial Designs
Indiana
$7.17M +$752K +25,089 +12%
P
4
Paradiem
Louisiana
$6.77M – – –
PFG
5
PAX Financial Group
Texas
$5.38M -$71.2K -2,375 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.75M +$278K +9,288 +6%
LWAM
7
Legacy Wealth Asset Management
Minnesota
$3.63M +$89.2K +2,979 +3%
LI
8
LVZ Inc
Michigan
$3.52M +$22.1K +739 +0.6%
ACM
9
AlphaStar Capital Management
North Carolina
$2.71M +$79.2K +2,644 +3%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$1.96M -$56.8K -1,895 -3%
UBS Group
11
UBS Group
Switzerland
$1.86M -$179K -5,971 -9%
KAS
12
Kestra Advisory Services
Texas
$1.67M -$8.33K -278 -0.5%
LPL Financial
13
LPL Financial
California
$1.49M +$305K +10,174 +26%
EWA
14
EverSource Wealth Advisors
Alabama
$1.02M +$28.9K +963 +3%
KP
15
Keel Point
Alabama
$986K -$487K -16,266 -33%
KOC
16
Koss-Olinger Consulting
Florida
$952K +$285K +9,529 +43%
FAIM
17
Financial Advocates Investment Management
Washington
$928K -$719 -24 -0.1%
Goldman Sachs
18
Goldman Sachs
New York
$831K -$71.7K -2,393 -8%
Jane Street
19
Jane Street
New York
$821K +$816K +27,253 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$544K +$541K +18,067 New
WDL
21
Well Done LLC
Michigan
$499K +$2.1K +70 +0.4%
AWS
22
Atria Wealth Solutions
New York
$416K +$93.9K +3,135 +29%
AAS
23
Avantax Advisory Services
Texas
$403K -$45K -1,502 -10%
AWM
24
AE Wealth Management
Kansas
$398K -$170K -5,677 -30%
OCM
25
One Capital Management
California
$361K +$359K +12,000 New
1
2 3

ISMD Hedge Fund Activity: Q4 2022 in Review

51 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q4 2022, worth a combined $87.5M — up 14% from $76.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ISMD positions and 8 closed out — a net gain of 7 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $816K. The largest seller was Citadel Advisors, exiting entirely with an estimated $726K sold.

  • 51 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q4 2022, up from 44 in Q3 2022.
  • Funds reported $87.5M of Inspire Small/Mid Cap Impact ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 15 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q4 2022 and 8 closed out, a net change of +7 holders.
  • The largest Inspire Small/Mid Cap Impact ETF buyer in Q4 2022 was Jane Street, an estimated $816K added.
  • The largest Inspire Small/Mid Cap Impact ETF seller in Q4 2022 was Citadel Advisors, an estimated $726K sold.

Based on aggregated 13F filings for Q4 2022.