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Horizon Kinetics Inflation Beneficiaries ETF
INFL

148 hedge funds and large institutions have $619M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,333% more call options, than puts

Call options by funds: $43K | Put options by funds: $3K

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

0.48% more ownership

Funds ownership: 58.99% → 59.47% (+0.48%)

10% less funds holding

Funds holding: 164 → 148 (-16)

11% less capital invested

Capital invested by funds: $695M → $619M (-$75.8M)

24% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 68

68% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 22

Holders
148
Holders Change
-16
Holders Change %
-9.76%
% of All Funds
2.32%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
7
Increased
52
Reduced
68
Closed
22
Calls
$43K
Puts
$3K
Net Calls
+$40K
Net Calls Change
-$185K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$8.22M
2
SRC
Shufro Rose & Co
New York
+$7.63M
3
RJA
Raymond James & Associates
Florida
+$6.47M
4
OMC
Old Mission Capital
Illinois
+$5.89M
5
FTUS
Flow Traders U.S.
New York
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
-$34.3M
2
ET
Equitable Trust
Tennessee
-$7.88M
3
UBS Group
UBS Group
Switzerland
-$7.46M
4
ICG
InterOcean Capital Group
Tennessee
-$7.09M
5
CA
Cetera Advisors
Colorado
-$6.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
26
Steel Grove Capital Advisors
Tennessee
$6.68M -$639K -20,896 -9%
ECG
27
Edge Capital Group
Georgia
$6.68M -$1.67M -54,520 -20%
LWA
28
Lowe Wealth Advisors
Maryland
$6.18M +$95.4K +3,117 +2%
OMC
29
Old Mission Capital
Illinois
$6.13M +$5.89M +192,449 +2,363%
CFB
30
Cullen/Frost Bankers
Texas
$5.79M +$1.38K +45 +0%
MC
31
Moors & Cabot
Massachusetts
$5.24M -$78.9K -2,579 -1%
NW
32
NewEdge Wealth
Pennsylvania
$4.78M -$5.86M -191,422 -55%
AFG
33
Allegheny Financial Group
Pennsylvania
$4.57M -$1.89M -61,779 -29%
TW
34
TrinityPoint Wealth
Connecticut
$4.47M -$116K -3,798 -3%
FTUS
35
Flow Traders U.S.
New York
$4.36M +$2.36M +77,003 +118%
PHS
36
Pekin Hardy Strauss
Illinois
$4.2M -$650K -21,230 -13%
AA
37
Auxano Advisors
Washington
$4.15M – – –
WC
38
Waterloo Capital
Texas
$3.8M -$9.03K -295 -0.2%
TF
39
Theory Financial
Colorado
$3.59M +$114K +3,727 +3%
Corient Private Wealth
40
Corient Private Wealth
Florida
$3.32M -$422K -13,794 -11%
APG
41
Abacus Planning Group
South Carolina
$3.02M -$14.4K -469 -0.5%
AWP
42
Atlas Wealth Partners
Pennsylvania
$2.96M +$139K +4,540 +5%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$2.64M -$288K -9,414 -10%
AAS
44
Ameritas Advisory Services
Nebraska
$2.64M +$1.03M +33,773 +63%
IFO
45
Intrepid Family Office
Florida
$2.6M -$765K -25,000 -23%
HKAM
46
Horizon Kinetics Asset Management
New York
$2.59M -$147K -4,806 -5%
ASN
47
Advisory Services Network
Georgia
$2.41M +$1.19M +38,836 +97%
NCM
48
NCM Capital Management
New Jersey
$2.41M +$288K +9,405 +14%
Citadel Advisors
49
Citadel Advisors
Florida
$2.38M -$5.81M -189,800 -71%
ECM
50
EagleClaw Capital Management
Massachusetts
$2.33M +$103K +3,350 +5%
1
2
3 4 5

INFL Hedge Fund Activity: Q2 2023 in Review

148 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2023, worth a combined $619M — down 11% from $695M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of INFL and 7 opened new positions — a net loss of 15 holders — while 68 trimmed existing stakes and 52 added.

The largest buyer was Jane Street, adding an estimated $8.22M. The largest seller was Money Concepts Capital, exiting entirely with an estimated $34.3M sold.

  • 148 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2023, down from 164 in Q1 2023.
  • Funds reported $619M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2023, down 11% quarter-over-quarter.
  • 7 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2023 and 22 closed out, a net change of -15 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2023 was Jane Street, an estimated $8.22M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2023 was Money Concepts Capital, an estimated $34.3M sold.

Based on aggregated 13F filings for Q2 2023.