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Inspire 500 ETF

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: 810 (+2)

18% more funds holding

Funds holding: 7184 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
51
Mosaic Family Wealth Partners
Missouri
$630K +$35.5K +148 +6%
OWM
52
OneAscent Wealth Management
Alabama
$618K +$170K +710 +40%
AWA
53
Arete Wealth Advisors
Illinois
$552K -$40.8K -170 -7%
WMWM
54
Whitaker-Myers Wealth Managers
Ohio
$454K +$35.5K +148 +9%
AA
55
Advisory Alpha
Michigan
$454K +$433K +1,804 New
GSEP
56
Golden State Equity Partners
California
$420K -$3.84K -16 -0.9%
PGF
57
Plan Group Financial
Oklahoma
$399K +$384K +1,600 New
GS
58
GWN Securities
Florida
$374K +$360K +1,500 New
FA
59
Fiduciary Alliance
South Carolina
$355K +$342K +1,424 New
CA
60
Continuum Advisory
Idaho
$301K -$42K -175 -13%
TIP
61
Tandem Investment Partners
New Jersey
$294K
CC
62
Courier Capital
New York
$271K +$261K +1,089 New
GS
63
GTS Securities
New York
$245K -$335K -1,394 -59%
HBS
64
Howard Bailey Securities
Indiana
$238K +$229K +953 New
MAG
65
MRA Advisory Group
New Jersey
$237K +$229K +952 New
IFG
66
Independent Financial Group
California
$221K -$1.2K -5 -0.6%
ACM
67
AlphaStar Capital Management
North Carolina
$219K
SB
68
Strategic Blueprint
Georgia
$205K +$198K +824 New
CAM
69
Creekmur Asset Management
Illinois
$201K +$4.8K +20 +3%
CF
70
Centaurus Financial
California
$189K -$1.44K -6 -0.8%
PS
71
Principal Securities
Iowa
$159K +$54.7K +228 +56%
ASN
72
Advisory Services Network
Georgia
$77.3K +$74.4K +310 New
CAM
73
Clarity Asset Management
Iowa
$71.1K +$32.2K +134 +89%
EWA
74
EverSource Wealth Advisors
Alabama
$70.1K +$64.1K +267 +1,907%
GWSG
75
GPS Wealth Strategies Group
Colorado
$62.1K

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.