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Inspire 500 ETF

90 hedge funds and large institutions have $385M invested in Inspire 500 ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 17

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $334M → $385M (+$50.5M)

7% more funds holding

Funds holding: 8490 (+6)

1.26% less ownership

Funds ownership: 67.88%66.62% (-1.3%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
1.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
14
Increased
53
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
76
Equitable Holdings
New York
$209K +$210K +842 New
FFS
77
Forge Financial Services
Oklahoma
$205K +$206K +825 New
MCIA
78
Mountain Capital Investment Advisors
Colorado
$203K +$197K +790 New
RWM
79
Revisor Wealth Management
Ohio
$202K +$196K +783 New
HI
80
Harbour Investments
Wisconsin
$55.8K +$14.7K +59 +36%
BFS
81
Bare Financial Services
Pennsylvania
$47.6K +$250 +1 +0.5%
BTI
82
Blue Trust Inc
Georgia
$40.2K
Morgan Stanley
83
Morgan Stanley
New York
$34.3K
KAS
84
Kestra Advisory Services
Texas
$31.5K +$31.7K +127 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$26.3K +$4K +16 +18%
PWPS
86
Pinnacle Wealth Planning Services
Ohio
$7.69K +$7.75K +31 New
UBS Group
87
UBS Group
Switzerland
$7.69K +$7.75K +31 New
AF
88
Advisornet Financial
Minnesota
$6.45K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$2.48K -$250 -1 -9%
CFM
90
Cornerstone Financial Management
Massachusetts
$643 +$750 +3 New
RWM
91
RMG Wealth Management
Wisconsin
-$701K -2,827 Closed
AWA
92
Arete Wealth Advisors
Illinois
-$552K -2,214 Closed
AA
93
Advisory Alpha
Michigan
-$454K -1,804 Closed
ASN
94
Advisory Services Network
Georgia
-$77.3K -310 Closed
CAM
95
Clarity Asset Management
Iowa
-$71.1K -285 Closed
GWSG
96
GPS Wealth Strategies Group
Colorado
-$62.1K -249 Closed
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
-$2.24K -9 Closed