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Inspire Small/Mid Cap Impact ETF
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

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more capital invested

Capital invested by funds: $125M → $143M (+$18M)

13% more funds holding

Funds holding: 72 → 81 (+9)

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
Holders Change
+9
Holders Change %
+12.5%
% of All Funds
1.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
17
Increased
25
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
OneAscent Financial Services
Alabama
+$9.97M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.38M
3
CW
CreativeOne Wealth
Kansas
+$1.36M
4
IAA
Independent Advisor Alliance
North Carolina
+$1.12M
5
IA
Inspire Advisors
Idaho
+$1.04M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$692K
2
PFG
PAX Financial Group
Texas
-$576K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$329K
4
SW
Simplicity Wealth
New Jersey
-$248K
5
FAM
Frontier Asset Management
Wyoming
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
Inspire Advisors
Idaho
$50.6M +$1.04M +27,011 +2%
CW
2
CreativeOne Wealth
Kansas
$10.5M +$1.36M +35,311 +14%
OFS
3
OneAscent Financial Services
Alabama
$9.71M +$9.97M +258,814 New
PFG
4
PAX Financial Group
Texas
$9.02M -$576K -14,945 -6%
II
5
Inspire Investing
Idaho
$8.8M +$796K +20,652 +10%
LPL Financial
6
LPL Financial
California
$6.21M +$274K +7,098 +4%
LWAM
7
Legacy Wealth Asset Management
Minnesota
$5.35M -$12.6K -327 -0.2%
LI
8
LVZ Inc
Michigan
$2.96M +$14.1K +366 +0.5%
ACM
9
AlphaStar Capital Management
North Carolina
$2.42M -$71.6K -1,859 -3%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$2.27M +$201K +5,223 +9%
GS
11
GTS Securities
New York
$2.16M +$621K +16,128 +39%
UBS Group
12
UBS Group
Switzerland
$2.03M +$12.1K +313 +0.6%
IA
13
IFP Advisors
Florida
$1.56M +$618K +16,040 +63%
SFSG
14
Sound Financial Strategies Group
Mississippi
$1.51M -$49K -1,271 -3%
TPI
15
Trust Point Inc
Wisconsin
$1.47M +$101K +2,621 +7%
Citadel Advisors
16
Citadel Advisors
Florida
$1.35M +$1.38M +35,872 New
EWA
17
EverSource Wealth Advisors
Alabama
$1.21M -$137K -3,567 -10%
BFS
18
Bare Financial Services
Pennsylvania
$1.2M -$39.1K -1,016 -3%
FAIM
19
Financial Advocates Investment Management
Washington
$1.14M +$18.4K +477 +2%
FAM
20
Frontier Asset Management
Wyoming
$1.09M -$226K -5,868 -17%
IAA
21
Independent Advisor Alliance
North Carolina
$1.09M +$1.12M +29,021 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.08M -$692K -17,952 -38%
HI
23
Harbour Investments
Wisconsin
$1.07M +$944K +24,494 +603%
Goldman Sachs
24
Goldman Sachs
New York
$1.04M – – –
KOC
25
Koss-Olinger Consulting
Florida
$926K -$60.5K -1,569 -6%
1
2 3 4

ISMD Hedge Fund Activity: Q4 2024 in Review

81 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q4 2024, worth a combined $143M — up 14% from $125M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ISMD positions and 7 closed out — a net gain of 10 holders — while 25 added to existing stakes and 28 trimmed.

The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $9.97M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $692K.

  • 81 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q4 2024, up from 72 in Q3 2024.
  • Funds reported $143M of Inspire Small/Mid Cap Impact ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 17 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q4 2024 and 7 closed out, a net change of +10 holders.
  • The largest Inspire Small/Mid Cap Impact ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $9.97M added.
  • The largest Inspire Small/Mid Cap Impact ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $692K sold.

Based on aggregated 13F filings for Q4 2024.