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Inspire Small/Mid Cap Impact ETF

56 hedge funds and large institutions have $111M invested in Inspire Small/Mid Cap Impact ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
22
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IA
1
Inspire Advisors
Idaho
$30.1M 937,763 -100,043 -10%
CFD
2
Creative Financial Designs
Indiana
$10.9M 337,825 +103,629 +44%
PFG
3
PAX Financial Group
Texas
$8.15M 253,697 +35,020 +16%
CW
4
CreativeOne Wealth
Kansas
$8.02M 249,646 +242,786 +3,539%
II
5
Inspire Investing
Idaho
$7.72M 240,259 +18,033 +8%
P
6
Paradiem
Louisiana
$7.21M 224,425 -129 -0.1%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.64M 206,775 +28,847 +16%
LWAM
8
Legacy Wealth Asset Management
Minnesota
$3.83M 119,221 -1,299 -1%
LI
9
LVZ Inc
Michigan
$3.49M 108,742 +1,181 +1%
ACM
10
AlphaStar Capital Management
North Carolina
$2.58M 80,317 -6,128 -7%
EWA
11
EverSource Wealth Advisors
Alabama
$2.03M 63,148 +23,630 +60%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$2.01M 62,499 -3,316 -5%
UBS Group
13
UBS Group
Switzerland
$2M 62,271 -309 -0.5%
LPL Financial
14
LPL Financial
California
$1.77M 55,025 +3,139 +6%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.47M 45,607 +45,607 New
KOC
16
Koss-Olinger Consulting
Florida
$1.03M 32,148 +518 +2%
KAS
17
Kestra Advisory Services
Texas
$988K 30,754 -24,581 -44%
FAIM
18
Financial Advocates Investment Management
Washington
$972K 30,261 -455 -1%
KP
19
Keel Point
Alabama
$897K 27,924 -4,156 -13%
BAM
20
Belpointe Asset Management
Nevada
$895K 27,861 +21,565 +343%
Goldman Sachs
21
Goldman Sachs
New York
$887K 27,614
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$884K 27,506 +12,758 +87%
MFG
23
Merit Financial Group
Georgia
$557K 17,327 +6,414 +59%
AWM
24
AE Wealth Management
Kansas
$541K 16,825 +5,972 +55%
WDL
25
Well Done LLC
Michigan
$533K 16,587