Inspire 500 ETF
PTL
52 hedge funds and large institutions have $222M invested in Inspire 500 ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 6 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 8
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
18% more funds holding
Funds holding: 44 → 52 (+8)
11% more capital invested
Capital invested by funds: $199M → $222M (+$22.8M)
1.19% less ownership
Funds ownership: 79.15% → 77.96% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAW
Plan A Wealth
Lincoln,
Nebraska
|
+$9.08M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$3.2M |
| 3 |
GS
GTS Securities
New York
|
+$2.92M |
| 4 |
SFSG
Sound Financial Strategies Group
Madison,
Mississippi
|
+$2.91M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.51M |
| 2 |
MI
Moneywise Inc
Forest,
Virginia
|
-$2.03M |
| 3 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
-$1.81M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.07M |
| 5 |
PFG
PAX Financial Group
San Antonio,
Texas
|
-$473K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $4.73K | +$4.98K | +23 | New |
|
|
PS
52
Principal Securities
Des Moines,
Iowa
| $853 | – | – | – |
|
|
53
Citadel Advisors
Miami,
Florida
| – | -$3.51M | -16,477 | Closed |
|
|
OMC
54
Old Mission Capital
Chicago,
Illinois
| – | -$1.07M | -4,999 | Closed |
|
|
FAT
55
First American Trust
Santa Ana,
California
| – | -$361K | -1,694 | Closed |
|
|
CG
56
CFO4Life Group
Coppell,
Texas
| – | -$319K | -1,496 | Closed |
|
|
TCG
57
Transcendent Capital Group
Edmond,
Oklahoma
| – | -$7.46K | -35 | Closed |
|
|
BTI
58
Blue Trust Inc
Alpharetta,
Georgia
| – | -$6.01K | -28 | Closed |
|
PTL Hedge Fund Activity: Q1 2025 in Review
52 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Inspire 500 ETF (PTL) for Q1 2025, worth a combined $222M — up 11% from $199M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PTL positions and 6 closed out — a net gain of 8 holders — while 26 added to existing stakes and 8 trimmed.
The largest buyer was Plan A Wealth, opening a new position worth an estimated $9.08M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.51M sold.
- 52 institutional investors held Inspire 500 ETF (PTL) as of Q1 2025, up from 44 in Q4 2024.
- Funds reported $222M of Inspire 500 ETF stock for Q1 2025, up 11% quarter-over-quarter.
- 14 funds opened new Inspire 500 ETF positions in Q1 2025 and 6 closed out, a net change of +8 holders.
- The largest Inspire 500 ETF buyer in Q1 2025 was Plan A Wealth, an estimated $9.08M added.
- The largest Inspire 500 ETF seller in Q1 2025 was Citadel Advisors, an estimated $3.51M sold.
Based on aggregated 13F filings for Q1 2025.