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Horizon Kinetics Inflation Beneficiaries ETF

140 hedge funds and large institutions have $688M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more call options, than puts

Call options by funds: $297K | Put options by funds: $45K

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

103% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 30

12% more capital invested

Capital invested by funds: $615M → $688M (+$73.1M)

6% more funds holding

Funds holding: 132140 (+8)

0.57% more ownership

Funds ownership: 59.93%60.5% (+0.57%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
1.88%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
25
Increased
61
Reduced
30
Closed
10
Calls
$297K
Puts
$45K
Net Calls
+$252K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$4.1M +$291K +7,278 +8%
ACA
27
Aptus Capital Advisors
Alabama
$4.04M +$175K +4,373 +5%
HKAM
28
Horizon Kinetics Asset Management
New York
$4M +$123K +3,079 +3%
NCM
29
NCM Capital Management
New Jersey
$3.78M +$302K +7,549 +9%
GWANC
30
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.66M +$233K +5,817 +7%
ECM
31
EagleClaw Capital Management
Massachusetts
$3.52M +$18.5K +462 +0.5%
NW
32
NewEdge Wealth
Pennsylvania
$3.48M -$30.1K -751 -0.9%
IFO
33
Intrepid Family Office
Florida
$3.46M
CAS
34
Coppell Advisory Solutions
Texas
$3M +$217K +5,418 New
OIA
35
OneDigital Investment Advisors
Kansas
$2.97M -$27.4K -684 -0.9%
PHS
36
Pekin Hardy Strauss
Illinois
$2.35M -$101K -2,523 -4%
DC
37
Davenport & Co
Virginia
$2.06M +$278K +6,950 +16%
SPIA
38
Steward Partners Investment Advisory
New York
$2.03M +$6.8K +170 +0.3%
PC
39
Pecaut & Co
Iowa
$1.96M
SWA
40
Stratos Wealth Advisors
Ohio
$1.87M +$2.68K +67 +0.1%
SWM
41
Spire Wealth Management
Virginia
$1.86M -$115K -2,883 -6%
LWM
42
Lionsbridge Wealth Management
Florida
$1.73M -$323K -8,069 -16%
Cerity Partners
43
Cerity Partners
New York
$1.68M -$2.48K -62 -0.2%
CIA
44
Compass Ion Advisors
Pennsylvania
$1.59M +$3.28K +82 +0.2%
APG
45
Abacus Planning Group
South Carolina
$1.58M -$1.64K -41 -0.1%
WANY
46
Wealthspire Advisors (New York)
New York
$1.54M +$83.4K +2,083 +6%
SWP
47
Stratos Wealth Partners
Ohio
$1.46M +$44.7K +1,116 +3%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.42M +$63.9K +1,597 +5%
CBA
49
Coastal Bridge Advisors
Connecticut
$1.38M +$1.36M +34,022 New
CAM
50
Cresset Asset Management
Illinois
$1.21M +$406K +10,155 +52%

INFL Hedge Fund Activity: Q1 2025 in Review

140 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q1 2025, worth a combined $688M — up 12% from $615M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new INFL positions and 10 closed out — a net gain of 15 holders — while 61 added to existing stakes and 30 trimmed.

The largest buyer was Kestra Investment Management, opening a new position worth an estimated $11.2M. The largest seller was Fourpath Capital Management, exiting entirely with an estimated $11.5M sold.

  • 140 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q1 2025, up from 132 in Q4 2024.
  • Funds reported $688M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 25 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q1 2025 and 10 closed out, a net change of +15 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q1 2025 was Kestra Investment Management, an estimated $11.2M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q1 2025 was Fourpath Capital Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2025.