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Horizon Kinetics Inflation Beneficiaries ETF
INFL

170 hedge funds and large institutions have $732M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more call options, than puts

Call options by funds: $466K | Put options by funds: $69K

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $628M → $732M (+$103M)

16% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 51

12% more funds holding

Funds holding: 152 → 170 (+18)

2.65% more ownership

Funds ownership: 54.48% → 57.13% (+2.6%)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

Holders
170
Holders Change
+18
Holders Change %
+11.84%
% of All Funds
2.73%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
35
Increased
59
Reduced
51
Closed
13
Calls
$466K
Puts
$69K
Net Calls
+$397K
Net Calls Change
+$287K

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$11.2M
2
PI
Parkside Investments
Illinois
+$8.39M
3
SGCA
Steel Grove Capital Advisors
Tennessee
+$7.34M
4
Jane Street
Jane Street
New York
+$5.35M
5
ET
Equitable Trust
Tennessee
+$4.86M

Top Sellers

Rank Fund Capital Flow
1
TW
TrinityPoint Wealth
Connecticut
-$9.64M
2
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
-$6.14M
3
FFA
First Foundation Advisors
California
-$5.85M
4
ACA
Aptus Capital Advisors
Alabama
-$4.22M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
26
JNBA Financial Advisors
Minnesota
$7.8M +$1.98M +63,960 +35%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$7.7M -$36.3K -1,169 -0.5%
FP
28
Fiduciary Planning
Florida
$7.56M -$628K -20,266 -8%
SGCA
29
Steel Grove Capital Advisors
Tennessee
$7.45M +$7.34M +236,620 New
CIA
30
Compass Ion Advisors
Pennsylvania
$7.42M -$99.7K -3,215 -1%
LPL Financial
31
LPL Financial
California
$7.01M +$695K +22,426 +11%
AFG
32
Allegheny Financial Group
Pennsylvania
$6.61M +$214K +6,914 +3%
RJA
33
Raymond James & Associates
Florida
$6.58M -$130K -4,185 -2%
AA
34
Auxano Advisors
Washington
$6.23M -$65.8K -2,123 -1%
LWA
35
Lowe Wealth Advisors
Maryland
$6.1M +$211K +6,800 +4%
CFB
36
Cullen/Frost Bankers
Texas
$5.96M +$27.3K +881 +0.5%
PHS
37
Pekin Hardy Strauss
Illinois
$5.59M +$4.65K +150 +0.1%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$5.54M +$37.4K +1,205 +0.7%
XF
39
XML Financial
Maryland
$5.23M +$15K +483 +0.3%
MC
40
Moors & Cabot
Massachusetts
$4.88M +$140K +4,513 +3%
TW
41
TrinityPoint Wealth
Connecticut
$4.84M -$9.64M -311,004 -67%
PC
42
Pecaut & Co
Iowa
$4.21M -$17.1K -551 -0.4%
Corient Private Wealth
43
Corient Private Wealth
Florida
$3.79M +$3.73M +120,343 New
TF
44
Theory Financial
Colorado
$3.51M +$3.46M +111,562 New
AAS
45
Ameritas Advisory Services
Nebraska
$2.85M +$1.24M +40,145 +80%
APG
46
Abacus Planning Group
South Carolina
$2.84M +$677K +21,838 +32%
HKAM
47
Horizon Kinetics Asset Management
New York
$2.75M +$119K +3,839 +5%
WANY
48
Wealthspire Advisors (New York)
New York
$2.72M +$7.38K +238 +0.3%
AWP
49
Atlas Wealth Partners
Pennsylvania
$2.51M +$2.4M +77,492 New
LWM
50
Lionsbridge Wealth Management
Florida
$2.39M +$1.55M +49,994 +192%
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INFL Hedge Fund Activity: Q4 2022 in Review

170 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q4 2022, worth a combined $732M — up 16% from $628M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new INFL positions and 13 closed out — a net gain of 22 holders — while 59 added to existing stakes and 51 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $11.2M. The largest seller was TrinityPoint Wealth, cutting an estimated $9.64M.

  • 170 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q4 2022, up from 152 in Q3 2022.
  • Funds reported $732M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q4 2022, up 16% quarter-over-quarter.
  • 35 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q4 2022 and 13 closed out, a net change of +22 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q4 2022 was Rockefeller Capital Management, an estimated $11.2M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q4 2022 was TrinityPoint Wealth, an estimated $9.64M sold.

Based on aggregated 13F filings for Q4 2022.