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Horizon Kinetics Inflation Beneficiaries ETF
INFL

150 hedge funds and large institutions have $684M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 22

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

25% more call options, than puts

Call options by funds: $382K | Put options by funds: $305K

2% more funds holding

Funds holding: 147 → 150 (+3)

1.07% more ownership

Funds ownership: 51.49% → 52.55% (+1.1%)

2% more capital invested

Capital invested by funds: $671M → $684M (+$12.5M)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

Holders
150
Holders Change
+3
Holders Change %
+2.04%
% of All Funds
2.53%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
25
Increased
84
Reduced
22
Closed
19
Calls
$382K
Puts
$305K
Net Calls
+$77K
Net Calls Change
-$352K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$14.3M
2
ET
Equitable Trust
Tennessee
+$13.2M
3
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
+$13.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$11.7M
5
PCP
Proficio Capital Partners
Massachusetts
+$9.77M

Top Sellers

1
FCM
Fourpath Capital Management
Oklahoma
-$3.38M
2
SRC
Shufro Rose & Co
New York
-$1.86M
3
IFO
Intrepid Family Office
Florida
-$1.58M
4
AWM
AE Wealth Management
Kansas
-$1.3M
5
WS
Wedbush Securities
California
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$6.31M +$1.39M +44,084 +25%
AFG
27
Allegheny Financial Group
Pennsylvania
$5.7M +$218K +6,876 +4%
AA
28
Auxano Advisors
Washington
$5.47M +$5.32M +168,098 +718%
CFB
29
Cullen/Frost Bankers
Texas
$5.38M +$5.96M +188,329 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$5.14M +$150K +4,725 +3%
PHS
31
Pekin Hardy Strauss
Illinois
$5.08M -$36.3K -1,146 -0.6%
LWA
32
Lowe Wealth Advisors
Maryland
$5.05M +$383K +12,102 +7%
XF
33
XML Financial
Maryland
$4.76M -$129K -4,085 -2%
JFA
34
JNBA Financial Advisors
Minnesota
$4.55M +$927K +29,291 +23%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$4.29M +$2.6M +82,017 +120%
PC
36
Pecaut & Co
Iowa
$3.96M +$62.6K +1,977 +1%
MC
37
Moors & Cabot
Massachusetts
$3.95M +$334K +10,558 +8%
OC
38
Oppenheimer & Co
New York
$3.83M +$2.42M +76,365 +132%
KPW
39
Kore Private Wealth
New York
$3.48M +$363K +11,464 +10%
LIM
40
Leavell Investment Management
Alabama
$3.39M +$607K +19,175 +19%
TF
41
Theory Financial
Colorado
$2.97M -$208K -6,562 -6%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.9M +$167K +5,280 +5%
AI
43
Atria Investments
North Carolina
$2.71M +$261K +8,254 +10%
WANY
44
Wealthspire Advisors (New York)
New York
$2.35M +$905K +28,604 +53%
MML Investors Services
45
MML Investors Services
Massachusetts
$2.25M +$514K +16,257 +26%
HKAM
46
Horizon Kinetics Asset Management
New York
$2.21M +$346K +10,941 +16%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$2.19M +$1.27M +40,230 +110%
WP
48
WealthSource Partners
California
$2.13M -$247K -7,796 -9%
SI
49
SimpliFi Inc
California
$2.06M -$3.89K -123 -0.2%
Osaic Holdings
50
Osaic Holdings
Arizona
$2.02M -$496K -15,659 -18%
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INFL Hedge Fund Activity: Q2 2022 in Review

150 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2022, worth a combined $684M — up 1.9% from $671M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new INFL positions and 19 closed out — a net gain of 6 holders — while 84 added to existing stakes and 22 trimmed.

The largest buyer was UBS Group, adding an estimated $14.3M. The largest seller was Fourpath Capital Management, exiting entirely with an estimated $3.38M sold.

  • 150 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2022, up from 147 in Q1 2022.
  • Funds reported $684M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2022, up 1.9% quarter-over-quarter.
  • 25 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2022 and 19 closed out, a net change of +6 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2022 was UBS Group, an estimated $14.3M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2022 was Fourpath Capital Management, an estimated $3.38M sold.

Based on aggregated 13F filings for Q2 2022.