Inspire Small/Mid Cap Impact ETF
ISMD
90 hedge funds and large institutions have $149M invested in Inspire Small/Mid Cap Impact ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 4 closing their positions.
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 19
20% more funds holding
Funds holding: 75 → 90 (+15)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less capital invested
Capital invested by funds: $158M → $149M (-$8.46M)
5.71% less ownership
Funds ownership: 70.7% → 64.98% (-5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Christian Investment Advisors
New Braunfels,
Texas
|
+$5.49M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.78M |
| 3 |
W
WorthPointe
La Jolla,
California
|
+$2.11M |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$761K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$443K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$17.3M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$5.99M |
| 3 |
Goldman Sachs
New York
|
-$1.73M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.6M |
| 5 |
RWM
RMG Wealth Management
Platteville,
Wisconsin
|
-$520K |
ISMD Hedge Fund Activity: Q4 2025 in Review
90 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q4 2025, worth a combined $149M — down 5.4% from $158M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ISMD positions and 4 closed out — a net gain of 16 holders — while 38 added to existing stakes and 19 trimmed.
The largest buyer was Christian Investment Advisors, adding an estimated $5.49M. The largest seller was OneAscent Financial Services, cutting an estimated $17.3M.
- 90 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q4 2025, up from 75 in Q3 2025.
- Funds reported $149M of Inspire Small/Mid Cap Impact ETF stock for Q4 2025, down 5.4% quarter-over-quarter.
- 20 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q4 2025 and 4 closed out, a net change of +16 holders.
- The largest Inspire Small/Mid Cap Impact ETF buyer in Q4 2025 was Christian Investment Advisors, an estimated $5.49M added.
- The largest Inspire Small/Mid Cap Impact ETF seller in Q4 2025 was OneAscent Financial Services, an estimated $17.3M sold.
Based on aggregated 13F filings for Q4 2025.