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Inspire 500 ETF
PTL

71 hedge funds and large institutions have $295M invested in Inspire 500 ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

37% more funds holding

Funds holding: 52 → 71 (+19)

33% more capital invested

Capital invested by funds: $222M → $295M (+$72.6M)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

0.1% less ownership

Funds ownership: 77.96% → 77.86% (-0.1%)

Holders
71
Holders Change
+19
Holders Change %
+36.54%
% of All Funds
0.93%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
21
Increased
33
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAW
Plan A Wealth
Nebraska
+$14.4M
2
CIA
Christian Investment Advisors
Texas
+$10.7M
3
OFS
OneAscent Financial Services
Alabama
+$8.41M
4
LWAM
Legacy Wealth Asset Management
Minnesota
+$5.49M
5
LPL Financial
LPL Financial
California
+$4.8M

Top Sellers

Rank Fund Capital Flow
1
SEM
Strategic Equity Management
Arizona
-$6.89M
2
GWM
Geneos Wealth Management
Colorado
-$4.1M
3
MI
Moneywise Inc
Virginia
-$2.71M
4
GS
GTS Securities
New York
-$2.7M
5
IA
Inspire Advisors
Idaho
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
26
Creative Financial Designs
Indiana
$1.74M +$491K +2,309 +44%
SA
27
Sanctuary Advisors
Indiana
$1.44M +$1.34M +6,287 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.44M +$1.34M +6,280 New
SF
29
SageOak Financial
Oklahoma
$1.33M -$640K -3,006 -34%
AWM
30
AE Wealth Management
Kansas
$938K +$269K +1,264 +45%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$924K +$239K +1,122 +39%
FAIM
32
Financial Advocates Investment Management
Washington
$904K +$333K +1,564 +66%
Jane Street
33
Jane Street
New York
$822K +$762K +3,583 New
PWMG
34
Pioneer Wealth Management Group
Texas
$805K +$358K +1,683 +92%
FHC
35
First Heartland Consultants
Missouri
$802K -$41.5K -195 -5%
IA
36
IFP Advisors
Florida
$801K +$665K +3,126 +852%
PI
37
PFG Investments
New York
$709K +$47.4K +223 +8%
SIAP
38
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$705K +$133K +625 +26%
WIA
39
World Investment Advisors
California
$663K +$28.7K +135 +5%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$601K +$109K +511 +24%
SWM
41
Schwallier Wealth Management
Michigan
$561K +$4.68K +22 +0.9%
MFWP
42
Mosaic Family Wealth Partners
Missouri
$548K +$29.4K +138 +6%
AWA
43
Arete Wealth Advisors
Illinois
$547K +$274K +1,288 +118%
GS
44
GTS Securities
New York
$545K -$2.7M -12,680 -84%
IA
45
IFG Advisory
Georgia
$529K -$105K -494 -18%
Goldman Sachs
46
Goldman Sachs
New York
$449K – – –
NFG
47
Nations Financial Group
Iowa
$430K +$399K +1,877 New
Osaic Holdings
48
Osaic Holdings
Arizona
$423K +$121K +567 +44%
OWM
49
OneAscent Wealth Management
Alabama
$406K +$377K +1,771 New
OMC
50
Old Mission Capital
Illinois
$405K +$376K +1,768 New
1
2
3

PTL Hedge Fund Activity: Q2 2025 in Review

71 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Inspire 500 ETF (PTL) for Q2 2025, worth a combined $295M — up 33% from $222M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PTL positions and 2 closed out — a net gain of 19 holders — while 33 added to existing stakes and 15 trimmed.

The largest buyer was Plan A Wealth, adding an estimated $14.4M. The largest seller was Strategic Equity Management, cutting an estimated $6.89M.

  • 71 institutional investors held Inspire 500 ETF (PTL) as of Q2 2025, up from 52 in Q1 2025.
  • Funds reported $295M of Inspire 500 ETF stock for Q2 2025, up 33% quarter-over-quarter.
  • 21 funds opened new Inspire 500 ETF positions in Q2 2025 and 2 closed out, a net change of +19 holders.
  • The largest Inspire 500 ETF buyer in Q2 2025 was Plan A Wealth, an estimated $14.4M added.
  • The largest Inspire 500 ETF seller in Q2 2025 was Strategic Equity Management, an estimated $6.89M sold.

Based on aggregated 13F filings for Q2 2025.