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Inspire 500 ETF
PTL

84 hedge funds and large institutions have $334M invested in Inspire 500 ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

128% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 18

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

18% more funds holding

Funds holding: 71 → 84 (+13)

13% more capital invested

Capital invested by funds: $295M → $334M (+$39.6M)

9.98% less ownership

Funds ownership: 77.86% → 67.88% (-10%)

Holders
84
Holders Change
+13
Holders Change %
+18.31%
% of All Funds
1.1%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
18
Increased
41
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$11.2M
2
PAW
Plan A Wealth
Nebraska
+$6.35M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$5.65M
4
LPL Financial
LPL Financial
California
+$5.06M
5
II
Inspire Investing
Idaho
+$4.13M

Top Sellers

Rank Fund Capital Flow
1
OFS
OneAscent Financial Services
Alabama
-$38.8M
2
CIA
Christian Investment Advisors
Texas
-$6.76M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.71M
4
FAIM
Financial Advocates Investment Management
Washington
-$904K
5
SEM
Strategic Equity Management
Arizona
-$426K
Name Holding Trade Value Shares
Change 		Change in
Stake
XPN
26
XY Planning Network
Montana
$2.42M – – –
CFD
27
Creative Financial Designs
Indiana
$2.33M +$416K +1,733 +23%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$2.32M +$157K +655 +8%
Goldman Sachs
29
Goldman Sachs
New York
$2.12M +$1.57M +6,537 +334%
SFS
30
Sowell Financial Services
Arkansas
$2.12M -$300K -1,248 -13%
AWM
31
AE Wealth Management
Kansas
$2.08M +$1.02M +4,235 +104%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.97M -$1.71M -7,116 -47%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.92M +$345K +1,435 +23%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$1.7M +$1.01M +4,215 +160%
FWP
35
Family Wealth Partners
North Carolina
$1.59M +$1.53M +6,390 New
SF
36
SageOak Financial
Oklahoma
$1.42M -$30.3K -126 -2%
SA
37
Sanctuary Advisors
Indiana
$1.16M -$390K -1,626 -26%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.16M +$151K +627 +16%
PWMG
39
Pioneer Wealth Management Group
Texas
$1.12M +$232K +967 +28%
Jane Street
40
Jane Street
New York
$1.1M +$197K +822 +23%
Osaic Holdings
41
Osaic Holdings
Arizona
$1.04M +$573K +2,385 +129%
IA
42
IFP Advisors
Florida
$878K +$7.44K +31 +0.9%
FHC
43
First Heartland Consultants
Missouri
$857K -$14.2K -59 -2%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$782K +$352K +1,466 +88%
PI
45
PFG Investments
New York
$768K -$3.12K -13 -0.4%
SIAP
46
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$766K – – –
WIA
47
World Investment Advisors
California
$759K +$37.2K +155 +5%
RWM
48
RMG Wealth Management
Wisconsin
$701K +$679K +2,827 New
IA
49
IFG Advisory
Georgia
$699K +$119K +497 +22%
SWM
50
Schwallier Wealth Management
Michigan
$659K +$47.5K +198 +8%
1
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PTL Hedge Fund Activity: Q3 2025 in Review

84 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Inspire 500 ETF (PTL) for Q3 2025, worth a combined $334M — up 13% from $295M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PTL positions and 5 closed out — a net gain of 13 holders — while 41 added to existing stakes and 18 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $11.2M. The largest seller was OneAscent Financial Services, cutting an estimated $38.8M.

  • 84 institutional investors held Inspire 500 ETF (PTL) as of Q3 2025, up from 71 in Q2 2025.
  • Funds reported $334M of Inspire 500 ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 18 funds opened new Inspire 500 ETF positions in Q3 2025 and 5 closed out, a net change of +13 holders.
  • The largest Inspire 500 ETF buyer in Q3 2025 was Stifel Financial, an estimated $11.2M added.
  • The largest Inspire 500 ETF seller in Q3 2025 was OneAscent Financial Services, an estimated $38.8M sold.

Based on aggregated 13F filings for Q3 2025.