Inspire 500 ETF

PTL

Market cap $482M

Overview Fund Activity

247.04 USD

-1.22

0.49%

At close Updated Sep 17, 4:00 PM EDT

1 day

-0.49%

5 days

-0.52%

1 month

3.13%

3 months

10.54%

6 months

17.61%

Year to date

15.77%

1 year

17.85%

5 years

23.82%

10 years

23.82%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

113% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 15

33% more funds holding

Funds holding: 51 [Q1] → 68 (+17) [Q2]

26% more capital invested

Capital invested by funds: $213M [Q1] → $268M (+$54.4M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 7 [Q1] → 7 (+0) [Q2]

4.15% less ownership

Funds ownership: 74.92% [Q1] → 70.78% (-4.15%) [Q2]

See Fund Rankings

Financial journalist opinion

Zacks Investment Research

Should Inspire 500 ETF (PTL) Be on Your Investing Radar?

Launched on March 25, 2024, the Inspire 500 ETF (PTL) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.

Should Inspire 500 ETF (PTL) Be on Your Investing Radar?

PTL: This Faith-Based ETF Outperformed QQQ - Without The "Magnificent 7" Stocks

PTL offers a faith-based, biblically aligned investment strategy, focusing on domestic large-cap equities with strong Inspire Impact Scores, excluding the Magnificent 7. The ETF provides a differentiated risk profile by avoiding high concentration in mega-cap tech stocks, potentially mitigating concentration risks seen in SPY and QQQ. Top holdings like Broadcom, Palantir, and GE Vernova are well-positioned for long-term growth, with bullish outlooks on AVGO and GEV, and a neutral stance on PLTR.

PTL: This Faith-Based ETF Outperformed QQQ - Without The "Magnificent 7" Stocks

Top 2 Energy Stocks That May Rocket Higher This Quarter

The most oversold stocks in the energy sector presents an opportunity to buy into undervalued companies.

Top 2 Energy Stocks That May Rocket Higher This Quarter

Zacks Investment Research

Should Inspire 500 ETF (PTL) Be on Your Investing Radar?

Launched on 03/25/2024, the Inspire 500 ETF (PTL) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.

Should Inspire 500 ETF (PTL) Be on Your Investing Radar?

Inspire 500 ETF (PTL) Surpasses $300 Million in Assets Under Management

BOISE, Idaho , May 29, 2025 /PRNewswire/ -- Inspire Investing today announced that the Inspire 500 ETF (NYSE: PTL) has exceeded $300 million in assets under management (AUM) as of May 2, 2025 —a major milestone for both the firm and the broader Biblically Responsible Investing (BRI) movement. "Crossing the $300 million mark affirms our belief of the growing demand for investments that reflect investor values," said Robert Netzly , CEO of Inspire Investing.

Inspire 500 ETF (PTL) Surpasses $300 Million in Assets Under Management

Groundbreaking faith-based ETF celebrates 1st year of trading

BOISE, Idaho , April 7, 2025 /PRNewswire/ -- Inspire Investing, the world's largest provider of faith-based ETFs, celebrates the 1st anniversary of the groundbreaking Inspire 500 ETF (NYSE: PTL), the lowest cost large cap faith-based ETF currently available (as of 3/17/25). After launch on March 25, 2024, PTL grew to $100M AUM in just 11 days and currently holds over $286M AUM, as of March 26, 2025.

Groundbreaking faith-based ETF celebrates 1st year of trading

Zacks Investment Research

Should Inspire 500 ETF (PTL) Be on Your Investing Radar?

Looking for broad exposure to the Large Cap Blend segment of the US equity market? You should consider the Inspire 500 ETF (PTL), a passively managed exchange traded fund launched on 03/25/2024.

Should Inspire 500 ETF (PTL) Be on Your Investing Radar?

Top 2 Energy Stocks That Are Ticking Portfolio Bombs

As of Jan. 7, 2025, two stocks in the energy sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Top 2 Energy Stocks That Are Ticking Portfolio Bombs

Inspire 500 ETF: Not So Much Yet

The Inspire 500 ETF, based on Christian values, has underperformed the total market since its launch but is given a Hold rating due to its young age. The PTL ETF aims to replicate the Inspire 500 Index, investing at least 80% of assets in securities aligned with biblical values. PTL's restrictions exclude companies involved in weapons and contraceptives, and it has a yield of about 1.2%, with a growth-oriented style.

Inspire 500 ETF: Not So Much Yet

PTL: Neither Outperformer Nor Counterbalance To SPY And Its Mag-7-Dominant Holdings

The Inspire 500 ETF excludes the Magnificent 7 and aligns investments with biblical values, leading to underperformance compared to the S&P 500. PTL's lower tech exposure and higher P/E ratio imply it won't support a core SPY portfolio or act as a counterweight during market downturns. PTL's dividend yield of 0.9% is lower than SPY's 1.2%, offering no advantage for dividend investors.

PTL: Neither Outperformer Nor Counterbalance To SPY And Its Mag-7-Dominant Holdings

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