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Horizon Kinetics Inflation Beneficiaries ETF

148 hedge funds and large institutions have $795M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$620K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$1.75M
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$1.7M
WANY
53
Wealthspire Advisors (New York)
New York
$1.66M
CIA
54
Compass Ion Advisors
Pennsylvania
$1.63M
FFA
55
First Foundation Advisors
California
$1.59M
SWP
56
Stratos Wealth Partners
Ohio
$1.53M
CBA
57
Coastal Bridge Advisors
Connecticut
$1.51M
LIM
58
Leavell Investment Management
Alabama
$1.44M
PAG
59
Private Advisor Group
New Jersey
$1.41M
Morgan Stanley
60
Morgan Stanley
New York
$1.37M
CAM
61
Cresset Asset Management
Illinois
$1.26M
GS
62
GTS Securities
New York
$1.13M
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$1.09M
Jane Street
64
Jane Street
New York
$1.07M
TC
65
Trilogy Capital
California
$954K
GC
66
Guidance Capital
Kentucky
$932K
BEAM
67
Baker Ellis Asset Management
Washington
$910K
PFM
68
Phillips Financial Management
Indiana
$871K
CWM
69
Congress Wealth Management
Massachusetts
$867K
SEA
70
Stegent Equity Advisors
Texas
$859K
AFG
71
Atomi Financial Group
New York
$849K
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$829K
SIC
73
Schwartz Investment Counsel
Michigan
$801K
BPA
74
Beacon Pointe Advisors
California
$736K
SPWM
75
Straight Path Wealth Management
Michigan
$732K