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Horizon Kinetics Inflation Beneficiaries ETF
INFL

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 33 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

12% more funds holding

Funds holding: 147 → 165 (+18)

2% more capital invested

Capital invested by funds: $840M → $853M (+$12.8M)

10% less call options, than puts

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

5.43% less ownership

Funds ownership: 63.45% → 58.02% (-5.4%)

Holders
165
Holders Change
+18
Holders Change %
+12.24%
% of All Funds
2.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
33
Increased
65
Reduced
47
Closed
10
Calls
$1.58M
Puts
$1.74M
Net Calls
-$167K
Net Calls Change
-$1.28M

Top Buyers

Rank Fund Capital Flow
1
CI
Cooper Investors
Australia
+$8.72M
2
UBS Group
UBS Group
Switzerland
+$7.35M
3
Wells Fargo
Wells Fargo
California
+$6.89M
4
PLC
Pillsbury Lake Capital
California
+$6.56M
5
PC
Pecaut & Co
Iowa
+$4.91M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$176M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$6.55M
3
LPL Financial
LPL Financial
California
-$5.21M
4
PCP
Proficio Capital Partners
Massachusetts
-$2.53M
5
PJWM
Philip James Wealth Mangement
Georgia
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
51
Independent Financial Group
California
$2.81M +$2.73M +53,986 New
ASN
52
Advisory Services Network
Georgia
$2.78M +$193K +3,830 +8%
CAM
53
Clarity Asset Management
Iowa
$2.63M +$2.53M +50,060 +13,174%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$2.55M +$2.13M +42,193 +620%
PHS
55
Pekin Hardy Strauss
Illinois
$2.48M -$114K -2,262 -5%
KPWS
56
Kestra Private Wealth Services
Texas
$2.32M -$66.4K -1,315 -3%
AFP
57
Ausdal Financial Partners
Iowa
$2.32M -$722K -14,298 -24%
SWM
58
Spire Wealth Management
Virginia
$2.25M -$101K -1,992 -4%
LWM
59
Lionsbridge Wealth Management
Florida
$2.23M +$21.3K +422 +1%
SWP
60
Stratos Wealth Partners
Ohio
$2.08M +$148K +2,930 +8%
Cerity Partners
61
Cerity Partners
New York
$2.07M -$57.9K -1,147 -3%
JP Morgan Chase
62
JP Morgan Chase
New York
$1.88M -$176M -3,491,151 -99%
PAG
63
Private Advisor Group
New Jersey
$1.86M +$266K +5,260 +17%
CIA
64
Compass Ion Advisors
Pennsylvania
$1.78M -$111K -2,200 -6%
Morgan Stanley
65
Morgan Stanley
New York
$1.72M -$5K -99 -0.3%
BPA
66
Beacon Pointe Advisors
California
$1.56M +$575K +11,395 +61%
AI
67
Atria Investments
North Carolina
$1.49M +$28.9K +573 +2%
CAM
68
Cresset Asset Management
Illinois
$1.42M +$260K +5,145 +23%
MWA
69
Meridian Wealth Advisors
Texas
$1.35M – – –
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$1.28M +$511K +10,117 +70%
KWM
71
Kingsview Wealth Management
Oregon
$1.18M +$1.15M +22,701 New
TC
72
Trilogy Capital
California
$1.17M -$7.58K -150 -0.7%
WA
73
Waverly Advisors
Alabama
$1.16M +$1.12M +22,261 New
WANY
74
Wealthspire Advisors (New York)
New York
$1.15M -$884K -17,503 -44%
PFM
75
Phillips Financial Management
Indiana
$1.08M – – –
1 2
3
4 5

INFL Hedge Fund Activity: Q1 2026 in Review

165 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q1 2026, worth a combined $853M — up 1.5% from $840M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new INFL positions and 10 closed out — a net gain of 23 holders — while 65 added to existing stakes and 47 trimmed.

The largest buyer was Cooper Investors, opening a new position worth an estimated $8.72M. The largest seller was JP Morgan Chase, cutting an estimated $176M.

  • 165 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q1 2026, up from 147 in Q4 2025.
  • Funds reported $853M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q1 2026, up 1.5% quarter-over-quarter.
  • 33 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q1 2026 and 10 closed out, a net change of +23 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q1 2026 was Cooper Investors, an estimated $8.72M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q1 2026 was JP Morgan Chase, an estimated $176M sold.

Based on aggregated 13F filings for Q1 2026.