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Horizon Kinetics Inflation Beneficiaries ETF

147 hedge funds and large institutions have $671M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

141% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 27

82% more capital invested

Capital invested by funds: $368M → $671M (+$303M)

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

45% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $952K

16% more funds holding

Funds holding: 127147 (+20)

9.08% more ownership

Funds ownership: 42.41%51.49% (+9.1%)

Holders
147
Holders Change
+20
Holders Change %
+15.75%
% of All Funds
2.32%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.19%
New
32
Increased
65
Reduced
27
Closed
12
Calls
$1.38M
Puts
$952K
Net Calls
+$429K
Net Calls Change
+$910K
Name Holding Trade Value Shares
Change
Change in
Stake
XF
26
XML Financial
Maryland
$5.69M -$52K -1,651 -1%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$5.69M +$3.32M +105,353 +161%
LWA
28
Lowe Wealth Advisors
Maryland
$5.5M +$3.07M +97,277 +144%
GWANC
29
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.27M +$300K +9,508 +6%
PC
30
Pecaut & Co
Iowa
$4.56M +$239K +7,594 +6%
TFCP
31
Twin Focus Capital Partners
Massachusetts
$4.47M +$2.94M +93,442 +229%
JFA
32
JNBA Financial Advisors
Minnesota
$4.33M +$792K +25,126 +24%
MC
33
Moors & Cabot
Massachusetts
$4.26M +$1.19M +37,617 +42%
TF
34
Theory Financial
Colorado
$3.75M -$102K -3,231 -3%
KPW
35
Kore Private Wealth
New York
$3.68M +$366K +11,610 +12%
FCM
36
Fourpath Capital Management
Oklahoma
$3.38M +$3.2M +101,482 New
IFO
37
Intrepid Family Office
Florida
$3.33M
LIM
38
Leavell Investment Management
Alabama
$3.32M -$169K -5,375 -5%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$3.21M +$1.82M +57,799 +150%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$3.17M +$1.75M +55,550 +140%
AI
41
Atria Investments
North Carolina
$2.89M +$259K +8,209 +10%
Osaic Holdings
42
Osaic Holdings
Arizona
$2.89M +$1.36M +43,195 +99%
WP
43
WealthSource Partners
California
$2.75M -$54K -1,715 -2%
SI
44
SimpliFi Inc
California
$2.4M -$141K -4,483 -6%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$2.27M +$555K +17,597 +35%
HKAM
46
Horizon Kinetics Asset Management
New York
$2.22M -$192K -6,102 -8%
MML Investors Services
47
MML Investors Services
Massachusetts
$2.08M +$1.26M +40,021 +178%
OC
48
Oppenheimer & Co
New York
$1.93M +$571K +18,103 +46%
ECM
49
EagleClaw Capital Management
Massachusetts
$1.92M +$311K +9,875 +21%
UCFA
50
United Capital Financial Advisors
Texas
$1.9M -$2.33K -74 -0.1%

INFL Hedge Fund Activity: Q1 2022 in Review

147 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q1 2022, worth a combined $671M — up 82% from $368M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new INFL positions and 12 closed out — a net gain of 20 holders — while 65 added to existing stakes and 27 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $164M. The largest seller was Advisor OS, exiting entirely with an estimated $4.41M sold.

  • 147 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q1 2022, up from 127 in Q4 2021.
  • Funds reported $671M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q1 2022, up 82% quarter-over-quarter.
  • 32 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q1 2022 and 12 closed out, a net change of +20 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $164M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q1 2022 was Advisor OS, an estimated $4.41M sold.

Based on aggregated 13F filings for Q1 2022.