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Horizon Kinetics Inflation Beneficiaries ETF

152 hedge funds and large institutions have $628M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

40% more call options, than puts

Call options by funds: $384K | Put options by funds: $274K

32% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 47

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

1.93% more ownership

Funds ownership: 52.55%54.48% (+1.9%)

1% more funds holding

Funds holding: 150152 (+2)

8% less capital invested

Capital invested by funds: $684M → $628M (-$55.5M)

Holders
152
Holders Change
+2
Holders Change %
+1.33%
% of All Funds
2.62%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
17
Increased
62
Reduced
47
Closed
13
Calls
$384K
Puts
$274K
Net Calls
+$110K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Compass Ion Advisors
Pennsylvania
$6.65M +$7.12M +238,880 New
ECG
27
Edge Capital Group
Georgia
$6.59M +$7.06M +236,800 New
FFA
28
First Foundation Advisors
California
$5.93M +$4.91M +164,787 +340%
RJA
29
Raymond James & Associates
Florida
$5.93M -$4.4M -147,602 -41%
AFG
30
Allegheny Financial Group
Pennsylvania
$5.65M +$103K +3,465 +2%
LPL Financial
31
LPL Financial
California
$5.57M +$4.67M +156,760 +361%
AA
32
Auxano Advisors
Washington
$5.57M +$253K +8,497 +4%
CFB
33
Cullen/Frost Bankers
Texas
$5.24M
LWA
34
Lowe Wealth Advisors
Maryland
$5.21M +$296K +9,935 +6%
JFA
35
JNBA Financial Advisors
Minnesota
$5.12M +$729K +24,476 +15%
PHS
36
Pekin Hardy Strauss
Illinois
$4.93M -$15K -505 -0.3%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$4.86M -$21.1K -707 -0.4%
XF
38
XML Financial
Maryland
$4.61M -$32K -1,074 -0.6%
MC
39
Moors & Cabot
Massachusetts
$4.19M +$362K +12,135 +9%
PC
40
Pecaut & Co
Iowa
$3.74M -$137K -4,606 -3%
KPW
41
Kore Private Wealth
New York
$3.31M -$93.1K -3,125 -3%
Jane Street
42
Jane Street
New York
$2.93M -$7.27M -243,978 -70%
WANY
43
Wealthspire Advisors (New York)
New York
$2.39M +$107K +3,594 +4%
HKAM
44
Horizon Kinetics Asset Management
New York
$2.32M +$178K +5,960 +8%
OC
45
Oppenheimer & Co
New York
$2.3M -$1.54M -51,703 -39%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.14M +$888K +29,789 +63%
WP
47
WealthSource Partners
California
$2.04M -$40.1K -1,345 -2%
SI
48
SimpliFi Inc
California
$2.01M +$8.46K +284 +0.4%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.91M -$301K -10,087 -13%
APG
50
Abacus Planning Group
South Carolina
$1.9M +$103K +3,443 +5%

INFL Hedge Fund Activity: Q3 2022 in Review

152 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q3 2022, worth a combined $628M — down 8.1% from $684M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new INFL positions and 13 closed out — a net gain of 4 holders — while 62 added to existing stakes and 47 trimmed.

The largest buyer was InterOcean Capital Group, opening a new position worth an estimated $8.21M. The largest seller was JP Morgan Chase, cutting an estimated $46.8M.

  • 152 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q3 2022, up from 150 in Q2 2022.
  • Funds reported $628M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 17 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q3 2022 and 13 closed out, a net change of +4 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q3 2022 was InterOcean Capital Group, an estimated $8.21M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q3 2022 was JP Morgan Chase, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2022.