Inspire Capital Appreciation ETF
RISN
8 hedge funds and large institutions have $97M invested in Inspire Capital Appreciation ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more funds holding
Funds holding: 4 → 8 (+4)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
5% more capital invested
Capital invested by funds: $92.2M → $97M (+$4.78M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.31% less ownership
Funds ownership: 96.2% → 94.88% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$4.33M |
| 2 |
II
Inspire Investing
Meridian,
Idaho
|
+$419K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$316K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$128K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$56.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$38K |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
1
Inspire Advisors
Meridian,
Idaho
| $95.7M | +$4.33M | +144,858 | +5% |
|
|
SS
2
Simplicity Solutions
Minneapolis,
Minnesota
| $406K | -$38K | -1,270 | -8% |
|
|
II
3
Inspire Investing
Meridian,
Idaho
| $406K | +$419K | +14,012 | New |
|
|
BAM
4
Belpointe Asset Management
Reno,
Nevada
| $306K | +$316K | +10,568 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $124K | +$128K | +4,281 | New |
|
|
CFD
6
Creative Financial Designs
Kokomo,
Indiana
| $64K | +$56.9K | +1,902 | +604% |
|
7
Koshinski Asset Management
Decatur,
Illinois
| $48.1K | +$49.7K | +1,660 | New |
|
|
CFA
8
Carroll Financial Associates
Charlotte,
North Carolina
| $4K | +$4.19K | +140 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$38K | -1,292 | Closed |
|
RISN Hedge Fund Activity: Q3 2021 in Review
8 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Inspire Capital Appreciation ETF (RISN) for Q3 2021, worth a combined $97M — up 5.2% from $92.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new RISN positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Inspire Advisors, adding an estimated $4.33M. The largest seller was UBS Group, exiting entirely with an estimated $38K sold.
- 8 institutional investors held Inspire Capital Appreciation ETF (RISN) as of Q3 2021, up from 4 in Q2 2021.
- Funds reported $97M of Inspire Capital Appreciation ETF stock for Q3 2021, up 5.2% quarter-over-quarter.
- 5 funds opened new Inspire Capital Appreciation ETF positions in Q3 2021 and 1 closed out, a net change of +4 holders.
- The largest Inspire Capital Appreciation ETF buyer in Q3 2021 was Inspire Advisors, an estimated $4.33M added.
- The largest Inspire Capital Appreciation ETF seller in Q3 2021 was UBS Group, an estimated $38K sold.
Based on aggregated 13F filings for Q3 2021.