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Horizon Kinetics Inflation Beneficiaries ETF

147 hedge funds and large institutions have $840M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 33

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

4% more funds holding

Funds holding: 142147 (+5)

1.03% more ownership

Funds ownership: 62.42%63.45% (+1%)

2% more capital invested

Capital invested by funds: $827M → $840M (+$13M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
1.79%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
21
Increased
71
Reduced
33
Closed
14
Calls
$1.12M
Puts
Net Calls
+$1.12M
Net Calls Change
+$258K
Name Holding Trade Value Shares
Change
Change in
Stake
PJWM
26
Philip James Wealth Mangement
Georgia
$6.58M +$163K +3,685 +3%
HighTower Advisors
27
HighTower Advisors
Illinois
$6.31M +$4.23M +95,792 +207%
AWP
28
Atlas Wealth Partners
Pennsylvania
$5.8M +$94.9K +2,151 +2%
NCM
29
NCM Capital Management
New Jersey
$5.61M +$576K +13,052 +12%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$5.59M +$1.62M +36,677 +41%
CFB
31
Cullen/Frost Bankers
Texas
$5.45M
MC
32
Moors & Cabot
Massachusetts
$5.21M -$54.6K -1,236 -1%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$5.17M -$144K -3,266 -3%
IA
34
IFP Advisors
Florida
$5.03M +$105K +2,381 +2%
GWANC
35
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.71M +$248K +5,628 +6%
SCM
36
SCS Capital Management
Massachusetts
$4.53M -$429K -9,728 -9%
WC
37
Waterloo Capital
Texas
$4.45M +$81.4K +1,845 +2%
HKAM
38
Horizon Kinetics Asset Management
New York
$4.4M -$102K -2,319 -2%
NW
39
NewEdge Wealth
Pennsylvania
$3.92M -$4.11K -93 -0.1%
ECM
40
EagleClaw Capital Management
Massachusetts
$3.85M -$23.2K -525 -0.6%
IFO
41
Intrepid Family Office
Florida
$3.78M
Stifel Financial
42
Stifel Financial
Missouri
$3.6M +$651K +14,742 +22%
OIA
43
OneDigital Investment Advisors
Kansas
$3.33M +$20.1K +455 +0.6%
Osaic Holdings
44
Osaic Holdings
Arizona
$2.86M -$87.5K -1,983 -3%
SA
45
Sanctuary Advisors
Indiana
$2.81M +$318K +7,197 +13%
PCP
46
Proficio Capital Partners
Massachusetts
$2.61M -$3.16M -71,677 -55%
AFP
47
Ausdal Financial Partners
Iowa
$2.61M +$55.9K +1,266 +2%
DC
48
Davenport & Co
Virginia
$2.49M +$60K +1,360 +2%
APG
49
Abacus Planning Group
South Carolina
$2.44M +$180K +4,071 +8%
PC
50
Pecaut & Co
Iowa
$2.32M +$177K +4,003 +8%