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Horizon Kinetics Inflation Beneficiaries ETF
INFL

150 hedge funds and large institutions have $684M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 22

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

25% more call options, than puts

Call options by funds: $382K | Put options by funds: $305K

2% more funds holding

Funds holding: 147 → 150 (+3)

1.07% more ownership

Funds ownership: 51.49% → 52.55% (+1.1%)

2% more capital invested

Capital invested by funds: $671M → $684M (+$12.5M)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

Holders
150
Holders Change
+3
Holders Change %
+2.04%
% of All Funds
2.53%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
25
Increased
84
Reduced
22
Closed
19
Calls
$382K
Puts
$305K
Net Calls
+$77K
Net Calls Change
-$352K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$14.3M
2
ET
Equitable Trust
Tennessee
+$13.2M
3
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
+$13.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$11.7M
5
PCP
Proficio Capital Partners
Massachusetts
+$9.77M

Top Sellers

Rank Fund Capital Flow
1
FCM
Fourpath Capital Management
Oklahoma
-$3.38M
2
SRC
Shufro Rose & Co
New York
-$1.86M
3
IFO
Intrepid Family Office
Florida
-$1.58M
4
AWM
AE Wealth Management
Kansas
-$1.3M
5
WS
Wedbush Securities
California
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
APG
51
Abacus Planning Group
South Carolina
$1.85M +$970K +30,640 +89%
MIM
52
Macroview Investment Management
Maryland
$1.81M +$294K +9,292 +17%
SWM
53
Spire Wealth Management
Virginia
$1.78M +$1.86M +58,840 +1,589%
SOS
54
Silver Oak Securities
Tennessee
$1.76M +$428K +13,536 +29%
ECM
55
EagleClaw Capital Management
Massachusetts
$1.69M +$49.8K +1,575 +3%
OPOWM
56
One Plus One Wealth Management
Florida
$1.65M +$485K +15,323 +36%
UCFA
57
United Capital Financial Advisors
Texas
$1.64M +$12.4K +391 +0.7%
IA
58
IFP Advisors
Florida
$1.54M – – –
PCM
59
Parsons Capital Management
Rhode Island
$1.51M +$781K +24,680 +87%
CHJWM
60
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.47M -$15.8K -500 -1%
IFO
61
Intrepid Family Office
Florida
$1.43M -$1.58M -50,000 -50%
TWM
62
TriaGen Wealth Management
California
$1.4M +$30.3K +956 +2%
OMC
63
Old Mission Capital
Illinois
$1.4M +$1.31M +41,366 +547%
FFA
64
First Foundation Advisors
California
$1.38M +$1.53M +48,479 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.35M +$1.49M +47,207 New
Nomura Asset Management
66
Nomura Asset Management
Japan
$1.34M +$1.49M +47,000 New
KAS
67
Kestra Advisory Services
Texas
$1.33M -$36K -1,138 -2%
AAS
68
Ameritas Advisory Services
Nebraska
$1.28M +$273K +8,614 +24%
BS
69
Boenning & Scattergood
Pennsylvania
$1.27M +$66.1K +2,089 +5%
BEAM
70
Baker Ellis Asset Management
Washington
$1.25M +$117K +3,700 +9%
LPL Financial
71
LPL Financial
California
$1.24M +$1.37M +43,397 New
SPIA
72
Steward Partners Investment Advisory
New York
$1.15M +$65.1K +2,057 +5%
IFG
73
Independent Financial Group
California
$1.1M +$359K +11,351 +42%
PWM
74
PRW Wealth Management
Massachusetts
$1.07M +$871K +27,512 +275%
AWM
75
Axxcess Wealth Management
California
$1.02M +$578K +18,275 +105%
1 2
3
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INFL Hedge Fund Activity: Q2 2022 in Review

150 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2022, worth a combined $684M — up 1.9% from $671M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new INFL positions and 19 closed out — a net gain of 6 holders — while 84 added to existing stakes and 22 trimmed.

The largest buyer was UBS Group, adding an estimated $14.3M. The largest seller was Fourpath Capital Management, exiting entirely with an estimated $3.38M sold.

  • 150 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2022, up from 147 in Q1 2022.
  • Funds reported $684M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2022, up 1.9% quarter-over-quarter.
  • 25 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2022 and 19 closed out, a net change of +6 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2022 was UBS Group, an estimated $14.3M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2022 was Fourpath Capital Management, an estimated $3.38M sold.

Based on aggregated 13F filings for Q2 2022.