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Horizon Kinetics Inflation Beneficiaries ETF
INFL

Overview Fund Activity

143 hedge funds and large institutions have $483M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 71 reducing their positions, and 13 closing their positions.

Holders
143
Holders Change
-5
Holders Change %
-3.38%
% of All Funds
2.28%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
10
Increased
39
Reduced
71
Closed
13
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
-$16K

Top Buyers

1
SRC
1
Shufro Rose & Co
New York
$35.1M
2
LPL Financial
2
LPL Financial
California
$30.1M
3
OMC
3
Old Mission Capital
Illinois
$7.78M
4
RJA
4
Raymond James & Associates
Florida
$14.7M
5
TWM
5
TMD Wealth Management
Arizona
$14.5M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$6.26M
2
ET
2
Equitable Trust
Tennessee
$33.7M
3
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.58M
4
SWM
4
Sugarloaf Wealth Management
Georgia
$3.5M
5
FP
5
Fiduciary Planning
Florida
$384K
Name Market Value Shares Shares
Change 		Shares
Change %
MC
26
Moors & Cabot
Massachusetts
$5.05M 165,879 -5,566 -3%
NW
27
NewEdge Wealth
Pennsylvania
$4.6M 151,175 -5,307 -3%
GWANC
28
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.58M 117,670 -281,113 -70%
PHS
29
Pekin Hardy Strauss
Illinois
$3.58M 117,569 -19,975 -15%
SWM
30
Sugarloaf Wealth Management
Georgia
$3.5M 115,092 -278,195 -71%
Corient Private Wealth
31
Corient Private Wealth
Florida
$3.28M 107,817 -890 -0.8%
AFG
32
Allegheny Financial Group
Pennsylvania
$3.17M 104,297 -45,214 -30%
TW
33
TrinityPoint Wealth
Connecticut
$3.11M 102,272 -43,884 -30%
NEPWA
34
New England Private Wealth Advisors
Massachusetts
$3.08M 101,042 -134,775 -57%
APG
35
Abacus Planning Group
South Carolina
$3.03M 99,487 +810 +0.8%
AWP
36
Atlas Wealth Partners
Pennsylvania
$2.92M 98,445 +4,761 +5%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.87M 94,371 +22,163 +31%
IFO
38
Intrepid Family Office
Florida
$2.59M 85,000 – –
AA
39
Auxano Advisors
Washington
$2.59M 84,971 -49,538 -37%
HKAM
40
Horizon Kinetics Asset Management
New York
$2.58M 84,614 -60 -0.1%
ECM
41
EagleClaw Capital Management
Massachusetts
$2.44M 80,210 +3,900 +5%
NCM
42
NCM Capital Management
New Jersey
$2.31M 75,945 -2,745 -3%
Osaic Holdings
43
Osaic Holdings
Arizona
$2.29M 75,265 +17,349 +30%
WP
44
WealthSource Partners
California
$2.23M 73,292 +12,469 +21%
MIM
45
Macroview Investment Management
Maryland
$2.06M 67,689 -303 -0.4%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$2.05M 67,434 -18,923 -22%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$2.02M 66,471 -3,200 -5%
SWM
48
Spire Wealth Management
Virginia
$1.99M 65,289 +498 +0.8%
PC
49
Pecaut & Co
Iowa
$1.89M 62,150 – –
OPA
50
Old Port Advisors
Maine
$1.85M 60,706 +60,706 New
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