Inspire Capital Appreciation ETF
RISN
10 hedge funds and large institutions have $107M invested in Inspire Capital Appreciation ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
11% more capital invested
Capital invested by funds: $97M → $107M (+$10.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.17% less ownership
Funds ownership: 94.88% → 92.71% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$11.4M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$738K |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$255K |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$29.5K |
| 5 |
II
Inspire Investing
Meridian,
Idaho
|
+$16.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$406K |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$4K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$2.57K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
1
Inspire Advisors
Meridian,
Idaho
| $105M | +$11.4M | +380,869 | +12% |
|
|
SFS
2
Sowell Financial Services
North Little Rock,
Arkansas
| $707K | +$738K | +24,747 | New |
|
|
II
3
Inspire Investing
Meridian,
Idaho
| $416K | +$16.1K | +540 | +4% |
|
|
BAM
4
Belpointe Asset Management
Reno,
Nevada
| $299K | -$2.57K | -86 | -0.8% |
|
|
CCFM
5
Clear Creek Financial Management
Silverdale,
Washington
| $244K | +$255K | +8,561 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $132K | +$9.46K | +317 | +7% |
|
|
WA
7
Win Advisors
Palm Beach Gardens,
Florida
| $104K | +$108K | +3,626 | New |
|
|
CFD
8
Creative Financial Designs
Kokomo,
Indiana
| $92K | +$29.5K | +990 | +45% |
|
9
Koshinski Asset Management
Decatur,
Illinois
| $47.4K | – | – | – |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | +$4.12K | +138 | New |
|
|
SS
11
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$406K | -14,034 | Closed |
|
|
CFA
12
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$4K | -140 | Closed |
|
RISN Hedge Fund Activity: Q4 2021 in Review
10 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Inspire Capital Appreciation ETF (RISN) for Q4 2021, worth a combined $107M — up 11% from $97M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RISN positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Inspire Advisors, adding an estimated $11.4M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $406K sold.
- 10 institutional investors held Inspire Capital Appreciation ETF (RISN) as of Q4 2021, up from 8 in Q3 2021.
- Funds reported $107M of Inspire Capital Appreciation ETF stock for Q4 2021, up 11% quarter-over-quarter.
- 4 funds opened new Inspire Capital Appreciation ETF positions in Q4 2021 and 2 closed out, a net change of +2 holders.
- The largest Inspire Capital Appreciation ETF buyer in Q4 2021 was Inspire Advisors, an estimated $11.4M added.
- The largest Inspire Capital Appreciation ETF seller in Q4 2021 was Simplicity Solutions, an estimated $406K sold.
Based on aggregated 13F filings for Q4 2021.