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Horizon Kinetics Inflation Beneficiaries ETF
INFL

81 hedge funds and large institutions have $182M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 21 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,850% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 2

635% more capital invested

Capital invested by funds: $24.7M → $182M (+$157M)

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

238% more funds holding

Funds holding: 24 → 81 (+57)

9.97% more ownership

Funds ownership: 18.8% → 28.78% (+10%)

14% less call options, than puts

Call options by funds: $1.07M | Put options by funds: $1.25M

Holders
81
Holders Change
+57
Holders Change %
+237.5%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
59
Increased
21
Reduced
–
Closed
2
Calls
$1.07M
Puts
$1.25M
Net Calls
-$174K
Net Calls Change
-$174K

Top Buyers

Rank Fund Capital Flow
1
ET
Equitable Trust
Tennessee
+$24M
2
CM
Caption Management
Oklahoma
+$20.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.97M
4
OCPWS
One Charles Private Wealth Services
Massachusetts
+$7.59M
5
TWM
TMD Wealth Management
Arizona
+$7.21M

Top Sellers

Rank Fund Capital Flow
1
SC
Solstein Capital
California
-$76K
2
NFSG
Newbridge Financial Services Group
Florida
-$35K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$410K +$413K +14,016 New
HT
52
HAP Trading
New York
$360K +$353K +11,974 New
SPIA
53
Steward Partners Investment Advisory
New York
$358K +$271K +9,190 +336%
DZ Bank
54
DZ Bank
Germany
$316K +$311K +10,560 New
JWA
55
JFS Wealth Advisors
Pennsylvania
$307K +$301K +10,200 New
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$300K – – –
AIC
57
Ameritas Investment Company
Nebraska
$295K +$237K +8,047 New
CGA
58
Crescent Grove Advisors
Illinois
$269K +$264K +8,965 New
MFW
59
Meristem Family Wealth
Minnesota
$262K +$257K +8,720 New
SIC
60
Schwartz Investment Counsel
Michigan
$255K +$250K +8,500 New
BEAM
61
Baker Ellis Asset Management
Washington
$246K +$242K +8,200 New
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$232K +$228K +7,731 New
EAM
63
Evanson Asset Management
California
$221K +$217K +7,367 New
PCM
64
Parsons Capital Management
Rhode Island
$219K +$215K +7,296 New
1WM
65
1900 Wealth Management
Texas
$210K +$206K +7,000 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$154K +$152K +5,150 New
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$141K +$138K +4,700 New
Morgan Stanley
68
Morgan Stanley
New York
$119K +$116K +3,951 New
APA
69
American Portfolios Advisors
New York
$111K +$97.2K +3,300 +825%
Wells Fargo
70
Wells Fargo
California
$60K +$59K +2,001 New
HI
71
Hudock Inc
Pennsylvania
$59K +$57.9K +1,965 New
JFA
72
JNBA Financial Advisors
Minnesota
$47K +$46.1K +1,565 New
BCWM
73
Bartlett & Co Wealth Management
Ohio
$42.1K +$41.3K +1,400 New
BC
74
Bartlett & Co
Ohio
$42K +$41.3K +1,400 New
SMG
75
Spectrum Management Group
Indiana
$41K – – –
1 2
3
4

INFL Hedge Fund Activity: Q2 2021 in Review

81 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2021, worth a combined $182M — up 635% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new INFL positions and 2 closed out — a net gain of 57 holders — while 21 added to existing stakes and 0 trimmed.

The largest buyer was Equitable Trust, opening a new position worth an estimated $24M. The largest seller was Solstein Capital, exiting entirely with an estimated $76K sold.

  • 81 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2021, up from 24 in Q1 2021.
  • Funds reported $182M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2021, up 635% quarter-over-quarter.
  • 59 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2021 and 2 closed out, a net change of +57 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2021 was Equitable Trust, an estimated $24M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2021 was Solstein Capital, an estimated $76K sold.

Based on aggregated 13F filings for Q2 2021.