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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

50 hedge funds and large institutions have $94.8M invested in Inspire Small/Mid Cap Impact ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
6
Increased
17
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Inspire Advisors
Idaho
$32.2M
2
PFG
2
PAX Financial Group
Texas
$6.79M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.52M
4
MFG
4
Merit Financial Group
Georgia
$339K
5
SFS
5
Sowell Financial Services
Arkansas
$237K

Top Sellers

1
II
1
Inspire Investing
Idaho
$6.9M
2
Jane Street
2
Jane Street
New York
$0
3
LI
3
LVZ Inc
Michigan
$3.34M
4
VFA
4
Values First Advisors
Tennessee
$9.67K
5
FAM
5
Frontier Asset Management
Wyoming
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$32.2M 1,037,806 +273,937 +36%
CFD
2
Creative Financial Designs
Indiana
$7.27M 234,196 -3,886 -2%
P
3
Paradiem
Louisiana
$6.97M 224,554 -243 -0.1%
II
4
Inspire Investing
Idaho
$6.9M 222,226 -163,973 -42%
PFG
5
PAX Financial Group
Texas
$6.79M 218,677 +39,947 +22%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.52M 177,928 +20,069 +13%
LWAM
7
Legacy Wealth Asset Management
Minnesota
$3.74M 120,520 +106 +0.1%
LI
8
LVZ Inc
Michigan
$3.34M 107,561 -9,346 -8%
ACM
9
AlphaStar Capital Management
North Carolina
$2.68M 86,445 -3,650 -4%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$2.04M 65,815 +792 +1%
UBS Group
11
UBS Group
Switzerland
$1.94M 62,580 +643 +1%
KAS
12
Kestra Advisory Services
Texas
$1.72M 55,335 -288 -0.5%
LPL Financial
13
LPL Financial
California
$1.61M 51,886 +2,535 +5%
EWA
14
EverSource Wealth Advisors
Alabama
$1.23M 39,518 +5,652 +17%
KP
15
Keel Point
Alabama
$996K 32,080 -682 -2%
KOC
16
Koss-Olinger Consulting
Florida
$982K 31,630 – –
FAIM
17
Financial Advocates Investment Management
Washington
$953K 30,716 -90 -0.3%
Goldman Sachs
18
Goldman Sachs
New York
$857K 27,614 – –
WDL
19
Well Done LLC
Michigan
$515K 16,587 – –
AWS
20
Atria Wealth Solutions
New York
$465K 14,929 +1,126 +8%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$458K 14,748 -3,319 -18%
AAS
22
Avantax Advisory Services
Texas
$415K 13,368 – –
OCM
23
One Capital Management
California
$372K 12,000 – –
MFG
24
Merit Financial Group
Georgia
$339K 10,913 +10,913 New
AWM
25
AE Wealth Management
Kansas
$337K 10,853 -2,359 -18%
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