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Horizon Kinetics Inflation Beneficiaries ETF

165 hedge funds and large institutions have $853M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $840M → $853M (+$12.4M)

10% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.74M

5.46% less ownership

Funds ownership: 63.45%57.99% (-5.5%)

Holders
165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.58M
Puts
$1.74M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$7.73M
KIM
27
Kestra Investment Management
Texas
$7.62M
AWP
28
Atlas Wealth Partners
Pennsylvania
$7.03M
NCM
29
NCM Capital Management
New Jersey
$6.96M
MC
30
Moors & Cabot
Massachusetts
$6.33M
CFB
31
Cullen/Frost Bankers
Texas
$6.1M
GWANC
32
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.08M
IA
33
IFP Advisors
Florida
$5.71M
PJWM
34
Philip James Wealth Mangement
Georgia
$5.31M
Stifel Financial
35
Stifel Financial
Missouri
$5.24M
HKAM
36
Horizon Kinetics Asset Management
New York
$5.22M
SCM
37
SCS Capital Management
Massachusetts
$5.17M
WC
38
Waterloo Capital
Texas
$5.1M
EFS
39
Essex Financial Services
Connecticut
$4.8M
ECM
40
EagleClaw Capital Management
Massachusetts
$4.6M
NW
41
NewEdge Wealth
Pennsylvania
$4.59M
IFO
42
Intrepid Family Office
Florida
$4.43M
PLC
43
Pillsbury Lake Capital
California
$4.29M
OIA
44
OneDigital Investment Advisors
Kansas
$4.07M
Baird Financial Group
45
Baird Financial Group
Wisconsin
$3.92M
SA
46
Sanctuary Advisors
Indiana
$3.8M
Osaic Holdings
47
Osaic Holdings
Arizona
$3.24M
DC
48
Davenport & Co
Virginia
$3.11M
APG
49
Abacus Planning Group
South Carolina
$3.06M
SPIA
50
Steward Partners Investment Advisory
New York
$2.82M