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Inspire 500 ETF

44 hedge funds and large institutions have $199M invested in Inspire 500 ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+15
Holders Change %
+51.72%
% of All Funds
0.59%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
19
Increased
19
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
26
Schwallier Wealth Management
Michigan
$426K 1,997 +769 +63%
Goldman Sachs
27
Goldman Sachs
New York
$418K 1,959 +604 +45%
AWA
28
Arete Wealth Advisors
Illinois
$388K 1,814 +837 +86%
CA
29
Continuum Advisory
Idaho
$381K 1,785 +69 +4%
FAT
30
First American Trust
California
$361K 1,694 +1,694 New
GS
31
GTS Securities
New York
$340K 1,594 -11,874 -88%
CG
32
CFO4Life Group
Texas
$319K 1,496 +10 +0.7%
AWM
33
AE Wealth Management
Kansas
$239K 1,121 +1,121 New
MFWP
34
Mosaic Family Wealth Partners
Missouri
$200K 938 +938 New
Osaic Holdings
35
Osaic Holdings
Arizona
$188K 882 +882 New
CAM
36
Creekmur Asset Management
Illinois
$185K 865 -64 -7%
T
37
Transce3nd
Texas
$84.9K 398 +398 New
IA
38
IFP Advisors
Florida
$60.4K 283 +157 +125%
BFS
39
Bare Financial Services
Pennsylvania
$36.5K 171 +41 +32%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$34.6K 162 +162 New
TCG
41
Transcendent Capital Group
Oklahoma
$7.47K 35
EWA
42
EverSource Wealth Advisors
Alabama
$7.1K 33 +33 New
BTI
43
Blue Trust Inc
Georgia
$6.01K 28 +28 New
PS
44
Principal Securities
Iowa
$853 4
SW
45
Simplicity Wealth
New Jersey
-1,053 Closed
GSEP
46
Golden State Equity Partners
California
-383 Closed
MFS
47
Mattson Financial Services
Michigan
-55 Closed
CFGS
48
Concourse Financial Group Securities
Alabama