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Horizon Kinetics Inflation Beneficiaries ETF

132 hedge funds and large institutions have $337M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 72 reducing their positions, and 25 closing their positions.

Holders
132
Holders Change
-11
Holders Change %
-7.69%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
16
Increased
26
Reduced
72
Closed
25
Calls
$82K
Puts
$3K
Net Calls
+$79K
Net Calls Change
+$55K
Name Holding Trade Value Shares
Change
Shares
Change %
PJWM
26
Philip James Wealth Mangement
Georgia
$3.53M +$3.53M +112,298 New
SWM
27
Sugarloaf Wealth Management
Georgia
$3.53M -$93.9K -2,984 -3%
GWANC
28
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.5M -$205K -6,520 -6%
NW
29
NewEdge Wealth
Pennsylvania
$3.17M -$1.58M -50,327 -33%
PHS
30
Pekin Hardy Strauss
Illinois
$3.15M -$550K -17,489 -15%
AWP
31
Atlas Wealth Partners
Pennsylvania
$3.12M +$138K +4,567 +5%
OMC
32
Old Mission Capital
Illinois
$3.03M -$5.01M -159,148 -62%
TW
33
TrinityPoint Wealth
Connecticut
$2.87M -$351K -11,154 -11%
HKAM
34
Horizon Kinetics Asset Management
New York
$2.68M +$15.7K +498 +0.6%
NCM
35
NCM Capital Management
New Jersey
$2.64M +$251K +7,990 +11%
ECM
36
EagleClaw Capital Management
Massachusetts
$2.55M +$25.2K +800 +1%
AA
37
Auxano Advisors
Washington
$2.37M -$309K -9,813 -12%
WP
38
WealthSource Partners
California
$2.31M +$4.63K +147 +0.2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$2.11M -$13K -413 -0.6%
OPA
40
Old Port Advisors
Maine
$2.09M +$178K +5,663 +9%
MIM
41
Macroview Investment Management
Maryland
$2.02M -$106K -3,361 -5%
Jane Street
42
Jane Street
New York
$1.99M -$5.89M -187,233 -75%
PC
43
Pecaut & Co
Iowa
$1.96M
SWM
44
Spire Wealth Management
Virginia
$1.88M -$109K -3,564 -5%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$1.74M -$81.4M -2,586,931 -98%
SWA
46
Stratos Wealth Advisors
Ohio
$1.63M +$112K +3,559 +7%
NEPWA
47
New England Private Wealth Advisors
Massachusetts
$1.5M -$1.68M -53,358 -53%
SPIA
48
Steward Partners Investment Advisory
New York
$1.46M +$23.9K +761 +2%
PCM
49
Parsons Capital Management
Rhode Island
$1.32M -$34.5K -1,096 -3%
Cerity Partners
50
Cerity Partners
New York
$1.29M +$53.5K +1,700 +4%