Inspire 500 ETFPTL
PTL
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
33% more funds holding
Funds holding: 21 [Q2] → 28 (+7) [Q3]
7% less capital invested
Capital invested by funds: $120M [Q2] → $111M (-$8.72M) [Q3]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q2] → 3 (-1) [Q3]
25.52% less ownership
Funds ownership: 80.23% [Q2] → 54.71% (-25.52%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for PTL.
Financial journalist opinion
Negative
Benzinga
2 weeks ago
Top 2 Energy Stocks That Are Ticking Portfolio Bombs
As of Jan. 7, 2025, two stocks in the energy sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Positive
Seeking Alpha
1 month ago
Inspire 500 ETF: Not So Much Yet
The Inspire 500 ETF, based on Christian values, has underperformed the total market since its launch but is given a Hold rating due to its young age. The PTL ETF aims to replicate the Inspire 500 Index, investing at least 80% of assets in securities aligned with biblical values. PTL's restrictions exclude companies involved in weapons and contraceptives, and it has a yield of about 1.2%, with a growth-oriented style.
Positive
Seeking Alpha
1 month ago
PTL: Neither Outperformer Nor Counterbalance To SPY And Its Mag-7-Dominant Holdings
The Inspire 500 ETF excludes the Magnificent 7 and aligns investments with biblical values, leading to underperformance compared to the S&P 500. PTL's lower tech exposure and higher P/E ratio imply it won't support a core SPY portfolio or act as a counterweight during market downturns. PTL's dividend yield of 0.9% is lower than SPY's 1.2%, offering no advantage for dividend investors.
Positive
Seeking Alpha
2 months ago
If I Could Only Own 3 ETFs For The Next Year
The upcoming year presents both uncertainty and opportunity, with potential disruptions from Donald Trump's administration affecting industries tied to government spending and regulations. There are also numerous macro risks and trends to consider. I share three ETFs that, I think, are important to own over the next year.
Neutral
PRNewsWire
9 months ago
Inspire's newest faith-based ETF passes $100M AUM in 11 days
BOISE, Idaho , April 24, 2024 /PRNewswire/ -- Inspire Investing, the world's largest provider of faith-based ETFs, recently launched the lowest cost faith-based U.S. large cap ETF available, the Inspire 500 ETF (NYSE: PTL), which reached $100M AUM in just 11 days, from March 25 to April 4, 2024. PTL offers a 0.09% expense ratio, giving faith-based investors access to U.S. large cap, biblically screened companies at the lowest price point available.
Positive
ETF Trends
9 months ago
Inspire Adds Low-Cost ETF to Faith-Focused Lineup
On Tuesday, Inspire Investing added to its ETF library with the launch of the Inspire 500 ETF (NYSE Arca: PTL) The fund has a low net expense ratio of 0.09%, on par with the cost of the largest ETF in the world, the SPDR S&P 500 ETF Trust (SPY).
Neutral
PRNewsWire
10 months ago
Inspire Launches 9 Basis Point Faith-based ETF
BOISE, Idaho , March 26, 2024 /PRNewswire/ -- Inspire Investing, the world's largest provider of faith-based ETFs, has just launched a 0.09% expense ratio U.S. large cap fund, the Inspire 500 ETF [ticker: PTL], ushering in a new era of low cost investing for faith-based investors. PTL is currently the lowest cost faith-based ETF available in the U.S. and is Inspire's ninth fund.
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