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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

60 hedge funds and large institutions have $109M invested in Inspire Small/Mid Cap Impact ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 2 closing their positions.

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
0.96%
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
23
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Inspire Advisors
Idaho
$30.7M
2
KAS
2
Kestra Advisory Services
Texas
$1.97M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.99M
4
PFG
4
PAX Financial Group
Texas
$8.32M
5
FTUS
5
Flow Traders U.S.
New York
$511K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$704K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$467K
3
DIM
3
Delta Investment Management
California
$0
4
II
4
Inspire Investing
Idaho
$7.04M
5
CFD
5
Creative Financial Designs
Indiana
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$30.7M 1,009,391 +71,628 +8%
CFD
2
Creative Financial Designs
Indiana
$10.1M 332,000 -5,825 -2%
PFG
3
PAX Financial Group
Texas
$8.32M 273,620 +19,923 +8%
CW
4
CreativeOne Wealth
Kansas
$7.79M 256,177 +6,531 +3%
II
5
Inspire Investing
Idaho
$7.04M 231,524 -8,735 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.99M 230,107 +23,332 +11%
P
7
Paradiem
Louisiana
$6.8M 223,793 -632 -0.3%
LWAM
8
Legacy Wealth Asset Management
Minnesota
$3.7M 121,625 +2,404 +2%
LI
9
LVZ Inc
Michigan
$3.29M 108,312 -430 -0.4%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$2.31M 76,066 +13,567 +22%
ACM
11
AlphaStar Capital Management
North Carolina
$2.27M 74,819 -5,498 -7%
KAS
12
Kestra Advisory Services
Texas
$1.97M 64,801 +34,047 +111%
EWA
13
EverSource Wealth Advisors
Alabama
$1.94M 63,941 +793 +1%
LPL Financial
14
LPL Financial
California
$1.57M 51,622 -3,403 -6%
KOC
15
Koss-Olinger Consulting
Florida
$954K 31,376 -772 -2%
FAIM
16
Financial Advocates Investment Management
Washington
$894K 29,408 -853 -3%
KP
17
Keel Point
Alabama
$849K 27,924 – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$848K 27,898 +392 +1%
Goldman Sachs
19
Goldman Sachs
New York
$839K 27,614 – –
BAM
20
Belpointe Asset Management
Nevada
$832K 27,361 -500 -2%
UBS Group
21
UBS Group
Switzerland
$704K 23,155 -39,116 -63%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$681K 22,398 +10,413 +87%
MFG
23
Merit Financial Group
Georgia
$616K 20,275 +2,948 +17%
AWM
24
AE Wealth Management
Kansas
$578K 19,022 +2,197 +13%
WDL
25
Well Done LLC
Michigan
$569K 18,722 +2,135 +13%
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