We are live on ! Find out more
INFL icon

Horizon Kinetics Inflation Beneficiaries ETF

97 hedge funds and large institutions have $254M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

187% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 15

40% more capital invested

Capital invested by funds: $182M → $254M (+$72.3M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more call options, than puts

Call options by funds: $963K | Put options by funds: $777K

20% more funds holding

Funds holding: 8197 (+16)

8.23% more ownership

Funds ownership: 28.78%37% (+8.2%)

Holders
97
Holders Change
+16
Holders Change %
+19.75%
% of All Funds
1.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
23
Increased
43
Reduced
15
Closed
7
Calls
$963K
Puts
$777K
Net Calls
+$186K
Net Calls Change
+$360K
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
51
Arcus Capital Partners
Georgia
$818K +$1.7K +57 +0.2%
AI
52
AXS Investments
New York
$818K +$837K +28,007 New
IFG
53
Independent Financial Group
California
$761K -$185K -6,204 -19%
BEAM
54
Baker Ellis Asset Management
Washington
$746K +$486K +16,270 +198%
OPOWM
55
One Plus One Wealth Management
Florida
$718K +$735K +24,576 New
DC
56
Davenport & Co
Virginia
$689K +$219K +7,340 +45%
MWA
57
Meridian Wealth Advisors
Texas
$550K +$1.11K +37 +0.2%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$496K +$41.4K +1,385 +9%
SPIA
59
Steward Partners Investment Advisory
New York
$487K +$142K +4,760 +40%
OC
60
Oppenheimer & Co
New York
$485K +$496K +16,600 New
IA
61
IFP Advisors
Florida
$470K +$598 +20 +0.1%
KWM
62
Kingsview Wealth Management
Oregon
$415K +$425K +14,202 New
TF
63
Trek Financial
Arizona
$379K -$181K -6,052 -32%
Wolverine Trading
64
Wolverine Trading
Illinois
$353K -$197K -6,589 -35%
WP
65
WealthSource Partners
California
$336K +$344K +11,510 New
DZ Bank
66
DZ Bank
Germany
$310K
NA
67
NewEdge Advisors
Louisiana
$277K +$283K +9,477 New
NWS
68
Newport Wealth Strategies
California
$268K -$234K -7,820 -46%
CGA
69
Crescent Grove Advisors
Illinois
$262K
PCM
70
Parsons Capital Management
Rhode Island
$257K +$44.8K +1,500 +21%
MFW
71
Meristem Family Wealth
Minnesota
$255K
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$252K +$27.3K +914 +12%
Creative Planning
73
Creative Planning
Kansas
$251K +$257K +8,600 New
SIC
74
Schwartz Investment Counsel
Michigan
$248K
OPS
75
Orion Portfolio Solutions
Nebraska
$229K +$234K +7,842 New

INFL Hedge Fund Activity: Q3 2021 in Review

97 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q3 2021, worth a combined $254M — up 40% from $182M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new INFL positions and 7 closed out — a net gain of 16 holders — while 43 added to existing stakes and 15 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $33.1M. The largest seller was Caption Management, exiting entirely with an estimated $20.8M sold.

  • 97 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q3 2021, up from 81 in Q2 2021.
  • Funds reported $254M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q3 2021, up 40% quarter-over-quarter.
  • 23 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q3 2021 and 7 closed out, a net change of +16 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q3 2021 was Aptus Capital Advisors, an estimated $33.1M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q3 2021 was Caption Management, an estimated $20.8M sold.

Based on aggregated 13F filings for Q3 2021.