Inspire Small/Mid Cap Impact ETF (ISMD)

• Market cap: $158M
• 1 day: 0.74%
• 5 days: 2.05%
• 1 month: -10.67%
• 3 months: -18.18%
• 6 months: -18.27%
• Year to date: -15.90%
• 1 year: -5.03%
• 5 years: 55.51%
• 10 years: 25.78%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 4 (+1) [Q4]

14% more capital invested

Capital invested by funds: $125M [Q3] → $143M (+$17.9M) [Q4]

13% more funds holding

Funds holding: 72 [Q3] → 81 (+9) [Q4]

8.43% more ownership

Funds ownership: 63.34% [Q3] → 71.77% (+8.43%) [Q4]

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28