Inspire Small/Mid Cap Impact ETF
ISMD
ISMD
81 hedge funds and large institutions have $143M invested in Inspire Small/Mid Cap Impact ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
8.46% more ownership
Funds ownership: 63.34% → 71.8% (+8.5%)
11% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 28
Holders
81
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
1 | +$9.71M | |
2 | +$1.35M | |
3 | +$1.32M | |
4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.09M |
5 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$1.01M |
Top Sellers
1 | -$673K | |
2 | -$561K | |
3 | -$329K | |
4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$248K |
5 |
FAM
Frontier Asset Management
Sheridan,
Wyoming
|
-$220K |