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Horizon Kinetics Inflation Beneficiaries ETF
INFL

81 hedge funds and large institutions have $182M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 21 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,850% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 2

635% more capital invested

Capital invested by funds: $24.7M → $182M (+$157M)

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

238% more funds holding

Funds holding: 24 → 81 (+57)

9.97% more ownership

Funds ownership: 18.8% → 28.78% (+10%)

14% less call options, than puts

Call options by funds: $1.07M | Put options by funds: $1.25M

Holders
81
Holders Change
+57
Holders Change %
+237.5%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
59
Increased
21
Reduced
–
Closed
2
Calls
$1.07M
Puts
$1.25M
Net Calls
-$174K
Net Calls Change
-$174K

Top Buyers

Rank Fund Capital Flow
1
ET
Equitable Trust
Tennessee
+$24M
2
CM
Caption Management
Oklahoma
+$20.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.97M
4
OCPWS
One Charles Private Wealth Services
Massachusetts
+$7.59M
5
TWM
TMD Wealth Management
Arizona
+$7.21M

Top Sellers

Rank Fund Capital Flow
1
SC
Solstein Capital
California
-$76K
2
NFSG
Newbridge Financial Services Group
Florida
-$35K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
26
Sowell Financial Services
Arkansas
$1.97M +$1.93M +65,380 New
PCP
27
Proficio Capital Partners
Massachusetts
$1.94M +$1.9M +64,630 New
SWA
28
Stratos Wealth Advisors
Ohio
$1.61M +$1.58M +53,576 New
UCFA
29
United Capital Financial Advisors
Texas
$1.52M +$180K +6,102 +14%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.48M +$1.45M +49,225 New
Simplex Trading
31
Simplex Trading
Illinois
$1.26M +$1.24M +42,013 New
WCA
32
Windsor Creek Advisors
Vermont
$1.19M +$1.17M +39,724 New
BS
33
Boenning & Scattergood
Pennsylvania
$1.13M +$384K +13,046 +53%
CHJWM
34
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.06M +$774K +26,275 +261%
WP
35
WMS Partners
Maryland
$1.02M +$999K +33,920 New
ECM
36
EagleClaw Capital Management
Massachusetts
$988K +$969K +32,875 New
IFG
37
Independent Financial Group
California
$970K +$951K +32,279 New
First Manhattan
38
First Manhattan
New York
$949K +$162K +5,500 +21%
BWA
39
Beam Wealth Advisors
Louisiana
$917K +$668K +22,675 +289%
Osaic Holdings
40
Osaic Holdings
Arizona
$854K +$758K +25,730 +953%
ACP
41
Arcus Capital Partners
Georgia
$840K +$824K +27,950 New
KAS
42
Kestra Advisory Services
Texas
$817K +$467K +15,843 +140%
Truist Financial
43
Truist Financial
North Carolina
$709K +$696K +23,610 New
TF
44
Trek Financial
Arizona
$571K +$560K +19,018 New
MWA
45
Meridian Wealth Advisors
Texas
$565K +$554K +18,804 New
Wolverine Trading
46
Wolverine Trading
Illinois
$557K +$548K +18,596 New
NWS
47
Newport Wealth Strategies
California
$511K +$501K +16,990 New
DC
48
Davenport & Co
Virginia
$488K +$479K +16,250 New
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$469K +$460K +15,600 New
OMC
50
Old Mission Capital
Illinois
$423K +$193K +6,536 +87%
1
2
3 4

INFL Hedge Fund Activity: Q2 2021 in Review

81 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2021, worth a combined $182M — up 635% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new INFL positions and 2 closed out — a net gain of 57 holders — while 21 added to existing stakes and 0 trimmed.

The largest buyer was Equitable Trust, opening a new position worth an estimated $24M. The largest seller was Solstein Capital, exiting entirely with an estimated $76K sold.

  • 81 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2021, up from 24 in Q1 2021.
  • Funds reported $182M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2021, up 635% quarter-over-quarter.
  • 59 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2021 and 2 closed out, a net change of +57 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2021 was Equitable Trust, an estimated $24M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2021 was Solstein Capital, an estimated $76K sold.

Based on aggregated 13F filings for Q2 2021.