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Horizon Kinetics Inflation Beneficiaries ETF

147 hedge funds and large institutions have $671M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

141% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 27

82% more capital invested

Capital invested by funds: $368M → $671M (+$303M)

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

45% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $952K

16% more funds holding

Funds holding: 127147 (+20)

9.08% more ownership

Funds ownership: 42.41%51.49% (+9.1%)

Holders
147
Holders Change
+20
Holders Change %
+15.75%
% of All Funds
2.32%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.19%
New
32
Increased
65
Reduced
27
Closed
12
Calls
$1.38M
Puts
$952K
Net Calls
+$429K
Net Calls Change
+$910K
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
51
Macroview Investment Management
Maryland
$1.81M +$1.71M +54,296 New
WANY
52
Wealthspire Advisors (New York)
New York
$1.79M +$508K +16,105 +43%
CHJWM
53
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.77M -$61.5K -1,950 -4%
Jane Street
54
Jane Street
New York
$1.6M -$1.72M -54,521 -53%
TWM
55
TriaGen Wealth Management
California
$1.6M +$1.52M +48,087 New
KAS
56
Kestra Advisory Services
Texas
$1.59M -$129K -4,093 -8%
SOS
57
Silver Oak Securities
Tennessee
$1.58M +$1.47M +46,529 New
IA
58
IFP Advisors
Florida
$1.54M +$1.3M +41,108 +240%
BS
59
Boenning & Scattergood
Pennsylvania
$1.42M +$24K +760 +2%
OPOWM
60
One Plus One Wealth Management
Florida
$1.41M +$119K +3,764 +10%
BEAM
61
Baker Ellis Asset Management
Washington
$1.34M +$413K +13,100 +48%
AWM
62
AE Wealth Management
Kansas
$1.3M +$1.23M +39,165 New
SPIA
63
Steward Partners Investment Advisory
New York
$1.27M +$519K +16,480 +76%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$1.22M -$263K -8,341 -19%
WS
65
Wedbush Securities
California
$1.22M +$208K +6,609 +22%
AAS
66
Ameritas Advisory Services
Nebraska
$1.2M +$84.1K +2,670 +8%
APG
67
Abacus Planning Group
South Carolina
$1.14M -$117K -3,726 -10%
ACP
68
Arcus Capital Partners
Georgia
$1.11M -$565K -17,917 -35%
WP
69
WMS Partners
Maryland
$1.1M -$252K -8,000 -20%
VCM
70
Vivaldi Capital Management
Illinois
$1.06M +$1.1M +34,917 New
Citadel Advisors
71
Citadel Advisors
Florida
$1.05M -$258K -8,195 -21%
DC
72
Davenport & Co
Virginia
$1.02M +$177K +5,625 +22%
Truist Financial
73
Truist Financial
North Carolina
$960K -$142K -4,507 -14%
AGP
74
Autumn Glory Partners
Texas
$958K +$727K +23,075 +176%
PCM
75
Parsons Capital Management
Rhode Island
$945K +$340K +10,780 +61%

INFL Hedge Fund Activity: Q1 2022 in Review

147 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q1 2022, worth a combined $671M — up 82% from $368M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new INFL positions and 12 closed out — a net gain of 20 holders — while 65 added to existing stakes and 27 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $164M. The largest seller was Advisor OS, exiting entirely with an estimated $4.41M sold.

  • 147 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q1 2022, up from 127 in Q4 2021.
  • Funds reported $671M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q1 2022, up 82% quarter-over-quarter.
  • 32 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q1 2022 and 12 closed out, a net change of +20 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $164M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q1 2022 was Advisor OS, an estimated $4.41M sold.

Based on aggregated 13F filings for Q1 2022.