PTL icon

Inspire 500 ETF

44 hedge funds and large institutions have $199M invested in Inspire 500 ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+15
Holders Change %
+51.72%
% of All Funds
0.59%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
19
Increased
19
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OFS
1
OneAscent Financial Services
Alabama
$50.1M 235,110 +235,110 New
IA
2
Inspire Advisors
Idaho
$44.5M 208,791 +14,097 +7%
SEM
3
Strategic Equity Management
Arizona
$20.7M 97,104 +14,171 +17%
CIA
4
Christian Investment Advisors
Texas
$13.7M 64,342 +64,342 New
MI
5
Moneywise Inc
Virginia
$11.5M 54,013 +10,812 +25%
PFG
6
PAX Financial Group
Texas
$7.54M 35,357 -2,072 -6%
LPL Financial
7
LPL Financial
California
$7.16M 33,583 +12,172 +57%
II
8
Inspire Investing
Idaho
$6.48M 30,388 +3,234 +12%
SOS
9
Silver Oak Securities
Tennessee
$6.28M 29,364 +2,652 +10%
BAM
10
Belpointe Asset Management
Nevada
$4.14M 19,754 -2,153 -10%
Citadel Advisors
11
Citadel Advisors
Florida
$3.51M 16,477 +16,477 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.18M 14,884 +88 +0.6%
GWM
13
Geneos Wealth Management
Colorado
$3.12M 14,629 +14,629 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.37M 11,103 +7,563 +214%
VA
15
Valmark Advisers
Ohio
$1.81M 8,498 +3,697 +77%
Raymond James Financial
16
Raymond James Financial
Florida
$1.62M 7,579 +7,579 New
UCFA
17
United Capital Financial Advisors
Texas
$1.47M 6,887 +6,887 New
SF
18
SageOak Financial
Oklahoma
$1.28M 6,012 +6,012 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1.18M 5,545 +559 +11%
OMC
20
Old Mission Capital
Illinois
$1.07M 4,999 +753 +18%
CFD
21
Creative Financial Designs
Indiana
$785K 3,681 +1,413 +62%
WIA
22
World Investment Advisors
California
$484K 2,271 +2,271 New
IA
23
IFG Advisory
Georgia
$457K 2,142 +2,142 New
FAIM
24
Financial Advocates Investment Management
Washington
$451K 2,114 +2,114 New
PI
25
PFG Investments
New York
$437K 2,049 +2,049 New