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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

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.

Holders
81
Holders Change
+9
Holders Change %
+12.5%
% of All Funds
1.08%
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
1
OneAscent Financial Services
Alabama
$9.71M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.35M
3
CW
3
CreativeOne Wealth
Kansas
$10.5M
4
IAA
4
Independent Advisor Alliance
North Carolina
$1.09M
5
IA
5
Inspire Advisors
Idaho
$50.6M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.08M
2
PFG
2
PAX Financial Group
Texas
$9.02M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
SW
4
Simplicity Wealth
New Jersey
$0
5
FAM
5
Frontier Asset Management
Wyoming
$1.09M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$50.6M 1,349,746 +27,011 +2%
CW
2
CreativeOne Wealth
Kansas
$10.5M 279,521 +35,311 +14%
OFS
3
OneAscent Financial Services
Alabama
$9.71M 258,814 +258,814 New
PFG
4
PAX Financial Group
Texas
$9.02M 240,343 -14,945 -6%
II
5
Inspire Investing
Idaho
$8.8M 234,430 +20,652 +10%
LPL Financial
6
LPL Financial
California
$6.21M 165,434 +7,098 +4%
LWAM
7
Legacy Wealth Asset Management
Minnesota
$5.35M 142,524 -327 -0.2%
LI
8
LVZ Inc
Michigan
$2.96M 78,940 +366 +0.5%
ACM
9
AlphaStar Capital Management
North Carolina
$2.42M 64,547 -1,859 -3%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$2.27M 60,574 +5,223 +9%
GS
11
GTS Securities
New York
$2.16M 57,534 +16,128 +39%
UBS Group
12
UBS Group
Switzerland
$2.03M 54,016 +313 +0.6%
IA
13
IFP Advisors
Florida
$1.56M 41,542 +16,040 +63%
SFSG
14
Sound Financial Strategies Group
Mississippi
$1.51M 40,267 -1,271 -3%
TPI
15
Trust Point Inc
Wisconsin
$1.47M 39,098 +2,621 +7%
Citadel Advisors
16
Citadel Advisors
Florida
$1.35M 35,872 +35,872 New
EWA
17
EverSource Wealth Advisors
Alabama
$1.21M 32,263 -3,567 -10%
BFS
18
Bare Financial Services
Pennsylvania
$1.2M 31,966 -1,016 -3%
FAIM
19
Financial Advocates Investment Management
Washington
$1.14M 30,359 +477 +2%
FAM
20
Frontier Asset Management
Wyoming
$1.09M 29,080 -5,868 -17%
IAA
21
Independent Advisor Alliance
North Carolina
$1.09M 29,021 +29,021 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.08M 28,894 -17,952 -38%
HI
23
Harbour Investments
Wisconsin
$1.07M 28,553 +24,494 +603%
Goldman Sachs
24
Goldman Sachs
New York
$1.04M 27,614 – –
KOC
25
Koss-Olinger Consulting
Florida
$926K 24,686 -1,569 -6%
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