Inspire 500 ETF
PTL
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.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
375% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 4
79% more capital invested
Capital invested by funds: $111M → $199M (+$88.2M)
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
52% more funds holding
Funds holding: 29 → 44 (+15)
24.43% more ownership
Funds ownership: 54.72% → 79.15% (+24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$51.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.59M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$3.19M |
| 4 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
+$3.09M |
| 5 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$3.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$2.59M |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$470K |
| 3 |
PFG
PAX Financial Group
San Antonio,
Texas
|
-$452K |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$225K |
| 5 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$81.8K |
PTL Hedge Fund Activity: Q4 2024 in Review
44 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Inspire 500 ETF (PTL) for Q4 2024, worth a combined $199M — up 79% from $111M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PTL positions and 3 closed out — a net gain of 16 holders — while 19 added to existing stakes and 4 trimmed.
The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $51.3M. The largest seller was GTS Securities, cutting an estimated $2.59M.
- 44 institutional investors held Inspire 500 ETF (PTL) as of Q4 2024, up from 29 in Q3 2024.
- Funds reported $199M of Inspire 500 ETF stock for Q4 2024, up 79% quarter-over-quarter.
- 19 funds opened new Inspire 500 ETF positions in Q4 2024 and 3 closed out, a net change of +16 holders.
- The largest Inspire 500 ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $51.3M added.
- The largest Inspire 500 ETF seller in Q4 2024 was GTS Securities, an estimated $2.59M sold.
Based on aggregated 13F filings for Q4 2024.