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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

60 hedge funds and large institutions have $144M invested in Inspire Small/Mid Cap Impact ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
6
Increased
24
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Inspire Advisors
Idaho
$48.6M
2
BFS
2
Bare Financial Services
Pennsylvania
$2.14M
3
II
3
Inspire Investing
Idaho
$10.1M
4
TPI
4
Trust Point Inc
Wisconsin
$1.12M
5
GS
5
GTS Securities
New York
$1.43M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.64M
2
KAS
2
Kestra Advisory Services
Texas
$1.21M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
MFG
5
Merit Financial Group
Georgia
$246K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$48.6M 1,400,132 +390,741 +39%
CFD
2
Creative Financial Designs
Indiana
$11.7M 337,614 +5,614 +2%
II
3
Inspire Investing
Idaho
$10.1M 292,256 +60,732 +26%
PFG
4
PAX Financial Group
Texas
$9.72M 288,747 +15,127 +6%
CW
5
CreativeOne Wealth
Kansas
$8.96M 258,236 +2,059 +0.8%
P
6
Paradiem
Louisiana
$7.73M 222,826 -967 -0.4%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.64M 162,462 -67,645 -29%
LWAM
8
Legacy Wealth Asset Management
Minnesota
$4.44M 128,017 +6,392 +5%
LI
9
LVZ Inc
Michigan
$3.81M 109,823 +1,511 +1%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$2.88M 83,064 +6,998 +9%
ACM
11
AlphaStar Capital Management
North Carolina
$2.84M 81,998 +7,179 +10%
EWA
12
EverSource Wealth Advisors
Alabama
$2.34M 67,449 +3,508 +5%
BFS
13
Bare Financial Services
Pennsylvania
$2.14M 61,754 +61,754 New
LPL Financial
14
LPL Financial
California
$1.77M 50,980 -642 -1%
GS
15
GTS Securities
New York
$1.43M 41,177 +32,205 +359%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.38M 39,838 +11,940 +43%
OFS
17
OneAscent Financial Services
Alabama
$1.28M 36,754 +26,065 +244%
KAS
18
Kestra Advisory Services
Texas
$1.21M 34,734 -30,067 -46%
TPI
19
Trust Point Inc
Wisconsin
$1.12M 32,305 +32,305 New
W
20
WorthPointe
California
$1.12M 32,232 +18,807 +140%
KOC
21
Koss-Olinger Consulting
Florida
$1.09M 31,376 – –
FAIM
22
Financial Advocates Investment Management
Washington
$1.03M 29,766 +358 +1%
KP
23
Keel Point
Alabama
$969K 27,924 – –
Goldman Sachs
24
Goldman Sachs
New York
$958K 27,614 – –
UBS Group
25
UBS Group
Switzerland
$946K 27,253 +4,098 +18%
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