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Inspire 500 ETF

51 hedge funds and large institutions have $213M invested in Inspire 500 ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
0.69%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
13
Increased
26
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PI
26
PFG Investments
New York
$590K +$169K +821 +40%
AWM
27
AE Wealth Management
Kansas
$581K +$350K +1,705 +152%
IA
28
IFG Advisory
Georgia
$575K +$135K +658 +31%
WIA
29
World Investment Advisors
California
$566K +$99.7K +485 +21%
SIAP
30
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$503K +$503K +2,450 New
SWM
31
Schwallier Wealth Management
Michigan
$498K +$87.8K +427 +21%
FAIM
32
Financial Advocates Investment Management
Washington
$488K +$53.8K +262 +12%
MFWP
33
Mosaic Family Wealth Partners
Missouri
$462K +$270K +1,312 +140%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$435K +$402K +1,966 +1,214%
Goldman Sachs
35
Goldman Sachs
New York
$403K
PWMG
36
Pioneer Wealth Management Group
Texas
$376K +$376K +1,828 New
CA
37
Continuum Advisory
Idaho
$367K
WMWM
38
Whitaker-Myers Wealth Managers
Ohio
$336K +$336K +1,634 New
Osaic Holdings
39
Osaic Holdings
Arizona
$262K +$81K +394 +45%
AWA
40
Arete Wealth Advisors
Illinois
$225K -$147K -718 -40%
SW
41
Simplicity Wealth
New Jersey
$210K +$210K +1,021 New
CF
42
Centaurus Financial
California
$143K +$143K +697 New
CAM
43
Creekmur Asset Management
Illinois
$87.8K -$90K -438 -51%
IA
44
IFP Advisors
Florida
$75.4K +$17.3K +84 +30%
BFS
45
Bare Financial Services
Pennsylvania
$35.2K
CAM
46
Clarity Asset Management
Iowa
$30.8K +$30.8K +150 New
T
47
Transce3nd
Texas
$17.7K -$64.1K -312 -78%
EWA
48
EverSource Wealth Advisors
Alabama
$7.05K +$207 +1 +3%
GWSG
49
GPS Wealth Strategies Group
Colorado
$5.14K +$5.14K +25 New
UBS Group
50
UBS Group
Switzerland
$4.73K +$4.73K +23 New