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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$11.2M |
| 2 |
PAW
Plan A Wealth
Lincoln,
Nebraska
|
+$6.35M |
| 3 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$5.65M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.06M |
| 5 |
II
Inspire Investing
Meridian,
Idaho
|
+$4.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$38.8M |
| 2 |
CIA
Christian Investment Advisors
New Braunfels,
Texas
|
-$6.76M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.71M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$904K |
| 5 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
-$426K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
76
CX Institutional
Auburn,
Indiana
| $57K | +$54.7K | +228 | New |
|
|
BFS
77
Bare Financial Services
Gap,
Pennsylvania
| $47.5K | +$4.8K | +20 | +12% |
|
|
HI
78
Harbour Investments
Madison,
Wisconsin
| $41.4K | +$8.64K | +36 | +28% |
|
|
BTI
79
Blue Trust Inc
Alpharetta,
Georgia
| $40.4K | – | – | – |
|
80
Morgan Stanley
New York
| $34.4K | +$33.1K | +138 | New |
|
81
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $22.4K | +$21.6K | +90 | New |
|
|
AF
82
Advisornet Financial
Minnetonka,
Minnesota
| $6.48K | – | – | – |
|
83
Fidelity Investments
Boston,
Massachusetts
| $2.85K | +$1.44K | +6 | +120% |
|
84
Rockefeller Capital Management
New York
| $2.24K | +$2.16K | +9 | New |
|
|
FAIM
85
Financial Advocates Investment Management
Olympia,
Washington
| – | -$904K | -3,940 | Closed |
|
|
OMC
86
Old Mission Capital
Chicago,
Illinois
| – | -$405K | -1,768 | Closed |
|
87
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$13K | -55 | Closed |
|
|
T
88
Transce3nd
Kyle,
Texas
| – | -$3.67K | -16 | Closed |
|
89
JP Morgan Chase
New York
| – | -$229 | -1 | Closed |
|
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.