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Horizon Kinetics Inflation Beneficiaries ETF
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Overview Fund Activity

163 hedge funds and large institutions have $695M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-5
Holders Change %
-2.98%
% of All Funds
2.61%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
20
Increased
64
Reduced
54
Closed
20
Calls
$244K
Puts
$19K
Net Calls
+$225K
Net Calls Change
-$172K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$28.5M
2
ACA
2
Aptus Capital Advisors
Alabama
$41.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.26M
4
ARC
4
Advisor Resource Council
Texas
$3.01M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7.14M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$87.3M
2
MCC
2
Money Concepts Capital
Florida
$34.3M
3
PI
3
Parkside Investments
Illinois
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.61M
5
Jane Street
5
Jane Street
New York
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
26
Compass Ion Advisors
Pennsylvania
$7.47M +$204K +6,620 +3%
FP
27
Fiduciary Planning
Florida
$7.44M +$25.8K +838 +0.3%
SGCA
28
Steel Grove Capital Advisors
Tennessee
$7.38M +$86.7K +2,811 +1%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$7.14M +$1.71M +55,602 +32%
RJA
30
Raymond James & Associates
Florida
$6.73M +$282K +9,148 +4%
AFG
31
Allegheny Financial Group
Pennsylvania
$6.52M +$36.8K +1,194 +0.6%
LWA
32
Lowe Wealth Advisors
Maryland
$6.14M +$164K +5,309 +3%
CFB
33
Cullen/Frost Bankers
Texas
$5.84M +$1.42K +46 +0%
MC
34
Moors & Cabot
Massachusetts
$5.37M +$584K +18,926 +12%
PHS
35
Pekin Hardy Strauss
Illinois
$4.9M -$577K -18,715 -11%
TW
36
TrinityPoint Wealth
Connecticut
$4.62M -$115K -3,720 -2%
AA
37
Auxano Advisors
Washington
$4.15M -$1.95M -63,376 -32%
PC
38
Pecaut & Co
Iowa
$4.06M -$68K -2,204 -2%
WC
39
Waterloo Capital
Texas
$3.84M +$3.84M +124,660 New
Corient Private Wealth
40
Corient Private Wealth
Florida
$3.78M +$66.6K +2,158 +2%
TF
41
Theory Financial
Colorado
$3.5M +$61.5K +1,994 +2%
IFO
42
Intrepid Family Office
Florida
$3.39M +$1.54M +50,000 +83%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$3.31M -$4.23M -137,141 -56%
APG
44
Abacus Planning Group
South Carolina
$3.06M +$276K +8,960 +10%
ARC
45
Advisor Resource Council
Texas
$3.01M +$2.66M +83,832 +761%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$2.95M +$1.29M +41,773 +77%
HKAM
47
Horizon Kinetics Asset Management
New York
$2.76M +$66.5K +2,157 +2%
AWP
48
Atlas Wealth Partners
Pennsylvania
$2.74M +$358K +11,652 +15%
LWM
49
Lionsbridge Wealth Management
Florida
$2.26M -$86.2K -2,794 -4%
ECM
50
EagleClaw Capital Management
Massachusetts
$2.25M +$230K +7,450 +11%
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