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Horizon Kinetics Inflation Beneficiaries ETF
INFL

Overview Fund Activity

109 hedge funds and large institutions have $349M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-23
Holders Change %
-17.42%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
8
Increased
27
Reduced
56
Closed
28
Calls
$107K
Puts
$10K
Net Calls
+$97K
Net Calls Change
+$18K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$121M
2
KWM
2
Kingsview Wealth Management
Oregon
$2.53M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.89M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.13M
5
Wells Fargo
5
Wells Fargo
California
$11.7M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$0
2
ET
2
Equitable Trust
Tennessee
$1.93M
3
RJA
3
Raymond James & Associates
Florida
$5.19M
4
SGCA
4
Steel Grove Capital Advisors
Tennessee
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
26
EagleClaw Capital Management
Massachusetts
$2.76M +$120K +3,700 +5%
HKAM
27
Horizon Kinetics Asset Management
New York
$2.73M -$45.5K -1,397 -2%
Corient Private Wealth
28
Corient Private Wealth
Florida
$2.7M -$1.06M -32,671 -28%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.67M +$488K +14,981 +22%
KWM
30
Kingsview Wealth Management
Oregon
$2.53M +$2.53M +77,728 New
NCM
31
NCM Capital Management
New Jersey
$2.49M -$248K -7,602 -9%
AA
32
Auxano Advisors
Washington
$2.3M -$146K -4,488 -6%
Citadel Advisors
33
Citadel Advisors
Florida
$2.13M +$1.42M +43,504 +200%
PHS
34
Pekin Hardy Strauss
Illinois
$2.09M -$1.17M -35,810 -36%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$2.07M -$3.95M -121,323 -66%
SWM
36
Spire Wealth Management
Virginia
$1.99M -$16K -490 -0.8%
ET
37
Equitable Trust
Tennessee
$1.93M -$17.5M -537,972 -90%
PC
38
Pecaut & Co
Iowa
$1.76M -$260K -8,000 -13%
SPIA
39
Steward Partners Investment Advisory
New York
$1.55M +$42.2K +1,297 +3%
MIM
40
Macroview Investment Management
Maryland
$1.54M -$555K -17,045 -26%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.5M -$4.8M -147,363 -76%
SWA
42
Stratos Wealth Advisors
Ohio
$1.49M -$197K -6,046 -12%
TW
43
TrinityPoint Wealth
Connecticut
$1.35M -$1.62M -49,728 -55%
DC
44
Davenport & Co
Virginia
$1.35M +$80.5K +2,472 +6%
PCM
45
Parsons Capital Management
Rhode Island
$1.32M -$47.2K -1,450 -3%
APG
46
Abacus Planning Group
South Carolina
$1.31M +$19.9K +612 +2%
Cerity Partners
47
Cerity Partners
New York
$1.29M -$41.8K -1,284 -3%
CIA
48
Compass Ion Advisors
Pennsylvania
$1.29M -$40.8K -1,253 -3%
WANY
49
Wealthspire Advisors (New York)
New York
$1.14M – – –
KAS
50
Kestra Advisory Services
Texas
$1.1M -$30.5K -936 -3%
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