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Inspire International ETF

53 hedge funds and large institutions have $147M invested in Inspire International ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

22% more capital invested

Capital invested by funds: $121M → $147M (+$26.2M)

10% more funds holding

Funds holding: 4853 (+5)

3.13% more ownership

Funds ownership: 70.96%74.08% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.83%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
9
Increased
28
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$503K +$290K +10,395 +135%
MFG
27
Merit Financial Group
Georgia
$474K +$157K +5,622 +49%
LFA
28
LifeGuide Financial Advisors
Pennsylvania
$449K +$451K +16,157 New
WMWM
29
Whitaker-Myers Wealth Managers
Ohio
$443K +$53.7K +1,923 +14%
SS
30
Sound Stewardship
Kansas
$348K +$350K +12,527 New
BIP
31
Blueprint Investment Partners
North Carolina
$324K -$39.7K -1,423 -11%
AAS
32
Avantax Advisory Services
Texas
$320K -$5.97K -214 -2%
FAIM
33
Financial Advocates Investment Management
Washington
$302K +$19.6K +701 +7%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$300K +$4.13K +148 +1%
HIS
35
Harvest Investment Services
Illinois
$294K +$296K +10,595 New
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$280K -$51.3K -1,837 -15%
TA
37
TrueWealth Advisors
Alabama
$274K +$275K +9,864 New
APC
38
Asset Planning Corporation
Tennessee
$247K -$15.8K -567 -6%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$156K
GWM
40
Geneos Wealth Management
Colorado
$80.4K +$33.4K +1,197 +71%
OLVIG
41
Oliver Lagore Vanvalin Investment Group
Michigan
$76.5K +$76.8K +2,751 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$63K +$63.2K +2,265 New
UBS Group
43
UBS Group
Switzerland
$57.6K +$53.4K +1,913 +1,188%
PA
44
Parallel Advisors
California
$55.6K +$55.8K +2,000 New
CFD
45
Creative Financial Designs
Indiana
$32.5K +$9.02K +323 +38%
Morgan Stanley
46
Morgan Stanley
New York
$22.5K -$2.51K -90 -10%
SWM
47
Spire Wealth Management
Virginia
$19.2K +$84 +3 +0.4%
AIP
48
Ameritas Investment Partners
Nebraska
$16.8K +$16.1K +575 +1,917%
WAS
49
Winch Advisory Services
Wisconsin
$8K +$1.68K +60 +28%
IWP
50
IAG Wealth Partners
Wisconsin
$7.37K

WWJD Hedge Fund Activity: Q2 2023 in Review

53 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Inspire International ETF (WWJD) for Q2 2023, worth a combined $147M — up 22% from $121M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WWJD positions and 4 closed out — a net gain of 5 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was Inspire Advisors, adding an estimated $11.1M. The largest seller was Faithward Advisors, cutting an estimated $1.55M.

  • 53 institutional investors held Inspire International ETF (WWJD) as of Q2 2023, up from 48 in Q1 2023.
  • Funds reported $147M of Inspire International ETF stock for Q2 2023, up 22% quarter-over-quarter.
  • 9 funds opened new Inspire International ETF positions in Q2 2023 and 4 closed out, a net change of +5 holders.
  • The largest Inspire International ETF buyer in Q2 2023 was Inspire Advisors, an estimated $11.1M added.
  • The largest Inspire International ETF seller in Q2 2023 was Faithward Advisors, an estimated $1.55M sold.

Based on aggregated 13F filings for Q2 2023.