We are live on ! Find out more
ISMD icon

Inspire Small/Mid Cap Impact ETF

79 hedge funds and large institutions have $141M invested in Inspire Small/Mid Cap Impact ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

15% more capital invested

Capital invested by funds: $122M → $141M (+$18.7M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0.56% more ownership

Funds ownership: 70.64%71.2% (+0.56%)

0% more funds holding

Funds holding: 7979 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
79
Holders Change
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
34
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Inspire Advisors
Idaho
$49.1M +$2.92M +86,983 +7%
OFS
2
OneAscent Financial Services
Alabama
$11.4M +$1.58M +47,015 +18%
CIA
3
Christian Investment Advisors
Texas
$10.9M +$10.3M +307,179 New
II
4
Inspire Investing
Idaho
$8.17M +$230K +6,840 +3%
PFG
5
PAX Financial Group
Texas
$6.87M -$1.03M -30,630 -14%
LPL Financial
6
LPL Financial
California
$6.77M +$533K +15,864 +9%
CW
7
CreativeOne Wealth
Kansas
$5.71M +$265K +7,879 +5%
CFD
8
Creative Financial Designs
Indiana
$5.41M +$4.22M +125,491 +467%
LI
9
LVZ Inc
Michigan
$2.23M -$52K -1,546 -2%
ACM
10
AlphaStar Capital Management
North Carolina
$2.18M +$28.1K +837 +1%
SFS
11
Sowell Financial Services
Arkansas
$2.15M +$494K +14,692 +32%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$2.13M +$1.92K +57 +0.1%
SFSG
13
Sound Financial Strategies Group
Mississippi
$1.59M -$76.4K -2,273 -5%
IA
14
IFP Advisors
Florida
$1.57M +$33.1K +984 +2%
SA
15
Sanctuary Advisors
Indiana
$1.54M +$1.46M +43,303 New
GS
16
GTS Securities
New York
$1.38M +$233K +6,921 +22%
UBS Group
17
UBS Group
Switzerland
$1.38M -$316K -9,412 -20%
FAIM
18
Financial Advocates Investment Management
Washington
$1.13M +$47.5K +1,414 +5%
EWA
19
EverSource Wealth Advisors
Alabama
$1.08M -$18.5K -551 -2%
BFS
20
Bare Financial Services
Pennsylvania
$1.05M -$13.8K -411 -1%
Goldman Sachs
21
Goldman Sachs
New York
$981K
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$844K -$13.3K -397 -2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$816K +$772K +22,965 New
KOC
24
Koss-Olinger Consulting
Florida
$786K -$86.1K -2,563 -10%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$755K +$74.5K +2,216 +12%

ISMD Hedge Fund Activity: Q2 2025 in Review

79 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q2 2025, worth a combined $141M — up 15% from $122M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ISMD positions and 9 closed out — a net gain of 1 holder — while 34 added to existing stakes and 27 trimmed.

The largest buyer was Christian Investment Advisors, opening a new position worth an estimated $10.3M. The largest seller was Legacy Wealth Asset Management, exiting entirely with an estimated $5.09M sold.

  • 79 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $141M of Inspire Small/Mid Cap Impact ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 10 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q2 2025 and 9 closed out, a net change of +1 holder.
  • The largest Inspire Small/Mid Cap Impact ETF buyer in Q2 2025 was Christian Investment Advisors, an estimated $10.3M added.
  • The largest Inspire Small/Mid Cap Impact ETF seller in Q2 2025 was Legacy Wealth Asset Management, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2025.