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Horizon Kinetics Inflation Beneficiaries ETF

145 hedge funds and large institutions have $670M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+20
Holders Change %
+16%
% of All Funds
2.29%
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
64
Reduced
27
Closed
12
Calls
$1.38M
Puts
$952K
Net Calls
+$429K
Net Calls Change
+$910K
Name Holding Trade Value Shares
Change
Shares
Change %
XF
26
XML Financial
Maryland
$5.69M -$55K -1,651 -1%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$5.69M +$3.51M +105,353 +161%
LWA
28
Lowe Wealth Advisors
Maryland
$5.5M +$3.24M +97,277 +144%
GWANC
29
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.27M +$317K +9,508 +6%
PC
30
Pecaut & Co
Iowa
$4.56M +$253K +7,594 +6%
TFCP
31
Twin Focus Capital Partners
Massachusetts
$4.47M +$3.11M +93,442 +229%
JFA
32
JNBA Financial Advisors
Minnesota
$4.33M +$837K +25,126 +24%
MC
33
Moors & Cabot
Massachusetts
$4.26M +$1.25M +37,617 +42%
TF
34
Theory Financial
Colorado
$3.75M -$108K -3,231 -3%
KPW
35
Kore Private Wealth
New York
$3.68M +$387K +11,610 +12%
FCM
36
Fourpath Capital Management
Oklahoma
$3.38M +$3.38M +101,482 New
IFO
37
Intrepid Family Office
Florida
$3.33M
LIM
38
Leavell Investment Management
Alabama
$3.32M -$179K -5,375 -5%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$3.21M +$1.92M +57,799 +150%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$3.17M +$1.85M +55,550 +140%
AI
41
Atria Investments
North Carolina
$2.89M +$273K +8,209 +10%
Osaic Holdings
42
Osaic Holdings
Arizona
$2.89M +$1.44M +43,195 +99%
WP
43
WealthSource Partners
California
$2.75M -$57.1K -1,715 -2%
SI
44
SimpliFi Inc
California
$2.4M -$149K -4,483 -6%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$2.27M +$586K +17,597 +35%
HKAM
46
Horizon Kinetics Asset Management
New York
$2.22M -$203K -6,102 -8%
MML Investors Services
47
MML Investors Services
Massachusetts
$2.08M +$1.33M +40,021 +178%
OC
48
Oppenheimer & Co
New York
$1.93M +$603K +18,103 +46%
ECM
49
EagleClaw Capital Management
Massachusetts
$1.92M +$329K +9,875 +21%
UCFA
50
United Capital Financial Advisors
Texas
$1.9M -$2.46K -74 -0.1%