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Horizon Kinetics Inflation Beneficiaries ETF
INFL

152 hedge funds and large institutions have $628M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 10 → 15 (+5)

40% more call options, than puts

Call options by funds: $384K | Put options by funds: $274K

32% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 47

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

1.93% more ownership

Funds ownership: 52.55% → 54.48% (+1.9%)

1% more funds holding

Funds holding: 150 → 152 (+2)

8% less capital invested

Capital invested by funds: $684M → $628M (-$55.5M)

Holders
152
Holders Change
+2
Holders Change %
+1.33%
% of All Funds
2.62%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
17
Increased
62
Reduced
47
Closed
13
Calls
$384K
Puts
$274K
Net Calls
+$110K
Net Calls Change
+$33K

Top Buyers

Rank Fund Capital Flow
1
ICG
InterOcean Capital Group
Tennessee
+$8.21M
2
CIA
Compass Ion Advisors
Pennsylvania
+$7.12M
3
ECG
Edge Capital Group
Georgia
+$7.06M
4
NEPWA
New England Private Wealth Advisors
Massachusetts
+$6.67M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$4.95M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$46.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$11.2M
3
Jane Street
Jane Street
New York
-$7.27M
4
Wells Fargo
Wells Fargo
California
-$5.3M
5
ET
Equitable Trust
Tennessee
-$4.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
51
Macroview Investment Management
Maryland
$1.85M +$83.4K +2,798 +4%
ECM
52
EagleClaw Capital Management
Massachusetts
$1.8M +$161K +5,400 +9%
IA
53
IFP Advisors
Florida
$1.71M +$208K +6,967 +12%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.71M -$1.2M -40,276 -40%
OPOWM
55
One Plus One Wealth Management
Florida
$1.68M +$71.2K +2,388 +4%
SWM
56
Spire Wealth Management
Virginia
$1.65M -$97.8K -3,282 -5%
Osaic Holdings
57
Osaic Holdings
Arizona
$1.61M -$395K -13,245 -19%
PCM
58
Parsons Capital Management
Rhode Island
$1.48M +$8.04K +270 +0.5%
UCFA
59
United Capital Financial Advisors
Texas
$1.48M -$123K -4,129 -7%
CHJWM
60
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.46M -$56K -1,879 -4%
Bank of America
61
Bank of America
North Carolina
$1.41M +$1.36M +45,523 +892%
AAS
62
Ameritas Advisory Services
Nebraska
$1.4M +$170K +5,718 +13%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$1.4M -$789K -26,468 -34%
IFO
64
Intrepid Family Office
Florida
$1.39M – – –
SI
65
Stephens Inc
Arkansas
$1.36M +$482K +16,175 +50%
KAS
66
Kestra Advisory Services
Texas
$1.32M +$21.5K +721 +2%
BS
67
Boenning & Scattergood
Pennsylvania
$1.28M +$37.2K +1,250 +3%
AI
68
Atria Investments
North Carolina
$1.27M -$1.46M -49,079 -52%
OMC
69
Old Mission Capital
Illinois
$1.25M -$117K -3,934 -8%
SPIA
70
Steward Partners Investment Advisory
New York
$1.17M +$54.5K +1,829 +5%
SWA
71
Stratos Wealth Advisors
Ohio
$1.17M +$1.25M +41,859 New
FTUS
72
Flow Traders U.S.
New York
$1.13M +$641K +21,518 +114%
BRWA
73
B. Riley Wealth Advisors
Florida
$1.07M +$902K +30,279 +374%
IFG
74
Independent Financial Group
California
$1.06M -$18.7K -629 -2%
SFS
75
Sowell Financial Services
Arkansas
$1.01M +$1.08M +36,370 New
1 2
3
4 5

INFL Hedge Fund Activity: Q3 2022 in Review

152 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q3 2022, worth a combined $628M — down 8.1% from $684M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new INFL positions and 13 closed out — a net gain of 4 holders — while 62 added to existing stakes and 47 trimmed.

The largest buyer was InterOcean Capital Group, opening a new position worth an estimated $8.21M. The largest seller was JP Morgan Chase, cutting an estimated $46.8M.

  • 152 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q3 2022, up from 150 in Q2 2022.
  • Funds reported $628M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 17 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q3 2022 and 13 closed out, a net change of +4 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q3 2022 was InterOcean Capital Group, an estimated $8.21M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q3 2022 was JP Morgan Chase, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2022.