Inspire Small/Mid Cap Impact ETF
ISMD
71 hedge funds and large institutions have $121M invested in Inspire Small/Mid Cap Impact ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
15% more funds holding
Funds holding: 62 → 71 (+9)
3.17% less ownership
Funds ownership: 71.26% → 68.09% (-3.2%)
6% less capital invested
Capital invested by funds: $128M → $121M (-$7.33M)
16% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 25
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$2.77M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.94M |
| 3 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
+$1.34M |
| 4 |
FAM
Frontier Asset Management
Sheridan,
Wyoming
|
+$1.2M |
| 5 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
II
Inspire Investing
Meridian,
Idaho
|
-$2.23M |
| 2 |
BFS
Bare Financial Services
Gap,
Pennsylvania
|
-$2.19M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.88M |
| 4 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$1.24M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$883K |
ISMD Hedge Fund Activity: Q2 2024 in Review
71 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q2 2024, worth a combined $121M — down 5.7% from $128M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new ISMD positions and 5 closed out — a net gain of 10 holders — while 21 added to existing stakes and 25 trimmed.
The largest buyer was OneAscent Financial Services, adding an estimated $2.77M. The largest seller was Inspire Investing, cutting an estimated $2.23M.
- 71 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q2 2024, up from 62 in Q1 2024.
- Funds reported $121M of Inspire Small/Mid Cap Impact ETF stock for Q2 2024, down 5.7% quarter-over-quarter.
- 15 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q2 2024 and 5 closed out, a net change of +10 holders.
- The largest Inspire Small/Mid Cap Impact ETF buyer in Q2 2024 was OneAscent Financial Services, an estimated $2.77M added.
- The largest Inspire Small/Mid Cap Impact ETF seller in Q2 2024 was Inspire Investing, an estimated $2.23M sold.
Based on aggregated 13F filings for Q2 2024.