Inspire Capital Appreciation ETF
RISN
9 hedge funds and large institutions have $98.1M invested in Inspire Capital Appreciation ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 4 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
0.67% more ownership
Funds ownership: 92.01% → 92.68% (+0.67%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $98.6M → $98.1M (-$535K)
10% less funds holding
Funds holding: 10 → 9 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$371K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$226K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$189K |
| 4 |
II
Inspire Investing
Meridian,
Idaho
|
+$77.3K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$17.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$499K |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$250K |
| 3 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$227K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$205K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$64.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
1
Inspire Advisors
Meridian,
Idaho
| $96.7M | +$371K | +15,983 | +0.4% |
|
|
II
2
Inspire Investing
Meridian,
Idaho
| $557K | +$77.3K | +3,326 | +16% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $327K | -$64.6K | -2,779 | -16% |
|
|
4
Cetera Investment Advisers
Schaumburg,
Illinois
| $225K | +$226K | +9,730 | New |
|
|
BAM
5
Belpointe Asset Management
Reno,
Nevada
| $188K | +$189K | +8,151 | New |
|
|
CFD
6
Creative Financial Designs
Kokomo,
Indiana
| $70.6K | +$17.8K | +765 | +33% |
|
|
ASN
7
Advisory Services Network
Atlanta,
Georgia
| $10.9K | +$10.9K | +470 | New |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $7.59K | +$1.21K | +52 | +19% |
|
9
UBS Group
Zurich,
Switzerland
| $3.49K | +$1.72K | +74 | +96% |
|
|
10
Goldman Sachs
New York
| – | -$499K | -21,574 | Closed |
|
|
OFS
11
OneAscent Financial Services
Birmingham,
Alabama
| – | -$250K | -10,790 | Closed |
|
|
ADL
12
Asset Dedication LLC
San Francisco,
California
| – | -$227K | -9,785 | Closed |
|
|
SPC
13
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$205K | -8,875 | Closed |
|
RISN Hedge Fund Activity: Q4 2022 in Review
9 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Inspire Capital Appreciation ETF (RISN) for Q4 2022, worth a combined $98.1M — down 0.54% from $98.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of RISN and 3 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 5 added.
The largest buyer was Inspire Advisors, adding an estimated $371K. The largest seller was Goldman Sachs, exiting entirely with an estimated $499K sold.
- 9 institutional investors held Inspire Capital Appreciation ETF (RISN) as of Q4 2022, down from 10 in Q3 2022.
- Funds reported $98.1M of Inspire Capital Appreciation ETF stock for Q4 2022, down 0.54% quarter-over-quarter.
- 3 funds opened new Inspire Capital Appreciation ETF positions in Q4 2022 and 4 closed out, a net change of -1 holder.
- The largest Inspire Capital Appreciation ETF buyer in Q4 2022 was Inspire Advisors, an estimated $371K added.
- The largest Inspire Capital Appreciation ETF seller in Q4 2022 was Goldman Sachs, an estimated $499K sold.
Based on aggregated 13F filings for Q4 2022.