Inspire 500 ETF
PTL
PTL
103 hedge funds and large institutions have $505M invested in Inspire 500 ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 18 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
14% more funds holding
Funds holding: 90 → 103 (+13)
7.9% more ownership
Funds ownership: 66.62% → 74.52% (+7.9%)
Holders
103
Holding in Top 10
10
Calls
–
Puts
–
Top Buyers
| 1 | +$46.9M | |
| 2 | +$33.6M | |
| 3 | +$6.9M | |
| 4 |
LPL Financial
San Diego,
California
|
+$4.9M |
| 5 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$4.22M |
Top Sellers
| 1 | -$3.25M | |
| 2 | -$3.14M | |
| 3 | -$1.89M | |
| 4 |
MI
Moneywise Inc
Forest,
Virginia
|
-$1.17M |
| 5 |
II
Inspire Investing
Meridian,
Idaho
|
-$1.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Fidelity Investments
Boston,
Massachusetts
| $10K |
|
|||
|
PWPS
102
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $7.77K |
|
|||
|
CFM
103
Cornerstone Financial Management
Burlington,
Massachusetts
| $649 |
|
|||
|
IA
104
IFG Advisory
Atlanta,
Georgia
| – |
|
|||
|
CF
105
Centaurus Financial
Anaheim,
California
| – |
|
|||
|
KAS
106
Kestra Advisory Services
Austin,
Texas
| – |
|
|||
107
UBS Group
Zurich,
Switzerland
| – |
|