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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

62 hedge funds and large institutions have $128M invested in Inspire Small/Mid Cap Impact ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.9%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
10
Increased
22
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
1
OneAscent Financial Services
Alabama
$5.83M
2
BFS
2
Bare Financial Services
Pennsylvania
$3.56M
3
LPL Financial
3
LPL Financial
California
$2.87M
4
VA
4
Valmark Advisers
Ohio
$829K
5
Citadel Advisors
5
Citadel Advisors
Florida
$759K

Top Sellers

1
CFD
1
Creative Financial Designs
Indiana
$770K
2
P
2
Paradiem
Louisiana
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.21M
4
IA
4
Inspire Advisors
Idaho
$47.8M
5
W
5
WorthPointe
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$47.8M 1,326,568 -73,564 -5%
PFG
2
PAX Financial Group
Texas
$10M 277,926 -10,821 -4%
II
3
Inspire Investing
Idaho
$9.81M 272,487 -19,769 -7%
CW
4
CreativeOne Wealth
Kansas
$9.41M 261,309 +3,073 +1%
OFS
5
OneAscent Financial Services
Alabama
$5.83M 161,756 +125,002 +340%
LWAM
6
Legacy Wealth Asset Management
Minnesota
$4.91M 136,472 +8,455 +7%
BFS
7
Bare Financial Services
Pennsylvania
$3.56M 105,158 +43,404 +70%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$3.51M 97,360 +14,296 +17%
LI
9
LVZ Inc
Michigan
$3M 83,271 -26,552 -24%
ACM
10
AlphaStar Capital Management
North Carolina
$2.88M 79,976 -2,022 -2%
LPL Financial
11
LPL Financial
California
$2.87M 79,780 +28,800 +56%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.21M 61,407 -101,055 -62%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.58M 43,727 +3,889 +10%
TPI
14
Trust Point Inc
Wisconsin
$1.33M 36,915 +4,610 +14%
EWA
15
EverSource Wealth Advisors
Alabama
$1.28M 37,638 -29,811 -44%
KAS
16
Kestra Advisory Services
Texas
$1.2M 33,222 -1,512 -4%
FAIM
17
Financial Advocates Investment Management
Washington
$1.08M 29,905 +139 +0.5%
BAM
18
Belpointe Asset Management
Nevada
$1.04M 28,935 +3,537 +14%
UBS Group
19
UBS Group
Switzerland
$1.01M 28,051 +798 +3%
KP
20
Keel Point
Alabama
$1.01M 27,924 – –
Goldman Sachs
21
Goldman Sachs
New York
$994K 27,614 – –
RWM
22
Revisor Wealth Management
Ohio
$861K 24,329 +11,214 +86%
VA
23
Valmark Advisers
Ohio
$829K 23,023 +23,023 New
CFD
24
Creative Financial Designs
Indiana
$770K 21,388 -316,226 -94%
Citadel Advisors
25
Citadel Advisors
Florida
$759K 21,077 +21,077 New
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