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Inspire 500 ETF
PTL

Overview Fund Activity

29 hedge funds and large institutions have $111M invested in Inspire 500 ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+8
Holders Change %
+38.1%
% of All Funds
0.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
11
Increased
12
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SOS
1
Silver Oak Securities
Tennessee
$5.69M
2
LPL Financial
2
LPL Financial
California
$4.57M
3
IA
3
Inspire Advisors
Idaho
$41.6M
4
SEM
4
Strategic Equity Management
Arizona
$17.7M
5
MI
5
Moneywise Inc
Virginia
$9.22M

Top Sellers

1
OFS
1
OneAscent Financial Services
Alabama
$0
2
PFG
2
PAX Financial Group
Texas
$7.99M
3
VA
3
Valmark Advisers
Ohio
$1.03M
4
GS
4
GTS Securities
New York
$2.88M
5
GI
5
Gradient Investments
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$26.9K 126 +63 +100%
MFS
27
Mattson Financial Services
Michigan
$10.9K 55 – –
TCG
28
Transcendent Capital Group
Oklahoma
$7.47K 35 +35 New
PS
29
Principal Securities
Iowa
$854 4 +4 New
OFS
30
OneAscent Financial Services
Alabama
– – -182,143 Closed
GI
31
Gradient Investments
Minnesota
– – -55 Closed
Wells Fargo
32
Wells Fargo
California
– – -29 Closed
CFGS
33
Concourse Financial Group Securities
Alabama
– – – –
1
2