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Inspire 500 ETF

21 hedge funds and large institutions have $120M invested in Inspire 500 ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.

Holders
21
Holders Change
+17
Holders Change %
+425%
% of All Funds
0.31%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
17
Increased
3
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OFS
1
OneAscent Financial Services
Alabama
$36.3M 182,143 +180,353 +10,076%
IA
2
Inspire Advisors
Idaho
$36.2M 182,120 +182,120 New
SEM
3
Strategic Equity Management
Arizona
$14.9M 74,735 +74,735 New
PFG
4
PAX Financial Group
Texas
$7.71M 38,790 +38,790 New
MI
5
Moneywise Inc
Virginia
$7.14M 35,911 +35,911 New
II
6
Inspire Investing
Idaho
$5.2M 26,151 +26,151 New
BAM
7
Belpointe Asset Management
Nevada
$3.84M 19,332 +19,332 New
GS
8
GTS Securities
New York
$2.72M 13,696 -6,615 -33%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.51M 12,644 +12,644 New
VA
10
Valmark Advisers
Ohio
$1.13M 5,664 +5,664 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$676K 3,399 +3,399 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$316K 1,588 +1,588 New
CA
13
Continuum Advisory
Idaho
$312K 1,572 +242 +18%
CG
14
CFO4Life Group
Texas
$295K 1,486 +1,486 New
CFD
15
Creative Financial Designs
Indiana
$290K 1,458 +1,416 +3,371%
CAM
16
Creekmur Asset Management
Illinois
$142K 713 +713 New
BFS
17
Bare Financial Services
Pennsylvania
$26.8K 130 +130 New
IA
18
IFP Advisors
Florida
$12.5K 63 +63 New
GI
19
Gradient Investments
Minnesota
$10.9K 55 +55 New
MFS
20
Mattson Financial Services
Michigan
$10.9K 55 +55 New
Wells Fargo
21
Wells Fargo
California
$5.76K 29 +29 New
CFGS
22
Concourse Financial Group Securities
Alabama