Inspire 500 ETF
PTL
92 hedge funds and large institutions have $386M invested in Inspire 500 ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 17 reducing their positions, and 7 closing their positions.
212% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 17
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
10% more funds holding
Funds holding: 84 → 92 (+8)
1% more capital invested
Capital invested by funds: $380M → $386M (+$5.37M)
10.44% less ownership
Funds ownership: 77.27% → 66.83% (-10%)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$9.07M |
| 2 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$5.72M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.64M |
| 4 |
GS
GTS Securities
Miami,
Florida
|
+$2.7M |
| 5 |
LFA
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
+$2.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$50.6M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$2.34M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.15M |
| 4 |
RWM
RMG Wealth Management
Platteville,
Wisconsin
|
-$701K |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$552K |
PTL Hedge Fund Activity: Q4 2025 in Review
92 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Inspire 500 ETF (PTL) for Q4 2025, worth a combined $386M — up 1.4% from $380M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PTL positions and 7 closed out — a net gain of 9 holders — while 53 added to existing stakes and 17 trimmed.
The largest buyer was Geneos Wealth Management, adding an estimated $9.07M. The largest seller was OneAscent Financial Services, cutting an estimated $50.6M.
- 92 institutional investors held Inspire 500 ETF (PTL) as of Q4 2025, up from 84 in Q3 2025.
- Funds reported $386M of Inspire 500 ETF stock for Q4 2025, up 1.4% quarter-over-quarter.
- 16 funds opened new Inspire 500 ETF positions in Q4 2025 and 7 closed out, a net change of +9 holders.
- The largest Inspire 500 ETF buyer in Q4 2025 was Geneos Wealth Management, an estimated $9.07M added.
- The largest Inspire 500 ETF seller in Q4 2025 was OneAscent Financial Services, an estimated $50.6M sold.
Based on aggregated 13F filings for Q4 2025.