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Horizon Kinetics Inflation Beneficiaries ETF

148 hedge funds and large institutions have $619M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,333% more call options, than puts

Call options by funds: $43K | Put options by funds: $3K

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.48% more ownership

Funds ownership: 58.99%59.47% (+0.48%)

10% less funds holding

Funds holding: 164148 (-16)

11% less capital invested

Capital invested by funds: $695M → $619M (-$75.8M)

24% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 68

68% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 22

Holders
148
Holders Change
-16
Holders Change %
-9.76%
% of All Funds
2.32%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
7
Increased
52
Reduced
68
Closed
22
Calls
$43K
Puts
$3K
Net Calls
+$40K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$2.21M +$1.47M +48,104 +200%
CA
52
Cetera Advisors
Colorado
$2.18M -$6.41M -209,538 -75%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$2.13M +$1.91M +62,347 +851%
MIM
54
Macroview Investment Management
Maryland
$2.08M +$72.6K +2,372 +4%
SOS
55
Silver Oak Securities
Tennessee
$2M +$49.1K +1,606 +3%
SWM
56
Spire Wealth Management
Virginia
$1.98M +$8.72K +285 +0.4%
PC
57
Pecaut & Co
Iowa
$1.9M -$2.12M -69,424 -53%
WP
58
WealthSource Partners
California
$1.86M -$59.1K -1,932 -3%
Osaic Holdings
59
Osaic Holdings
Arizona
$1.77M +$88.8K +2,903 +5%
ICG
60
InterOcean Capital Group
Tennessee
$1.61M -$7.09M -231,730 -82%
OPOWM
61
One Plus One Wealth Management
Florida
$1.58M -$142K -4,656 -8%
SWA
62
Stratos Wealth Advisors
Ohio
$1.46M +$44.6K +1,458 +3%
PA
63
PFG Advisors
Arizona
$1.44M
PCM
64
Parsons Capital Management
Rhode Island
$1.43M -$265K -8,650 -16%
SPIA
65
Steward Partners Investment Advisory
New York
$1.39M +$31.1K +1,017 +2%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$1.37M -$44.1K -1,441 -3%
WANY
67
Wealthspire Advisors (New York)
New York
$1.29M -$773K -25,264 -37%
KAS
68
Kestra Advisory Services
Texas
$1.22M -$95.6K -3,125 -7%
AWS
69
AJ Wealth Strategies
New York
$1.16M +$151K +4,926 +15%
MWM
70
MBE Wealth Management
Wisconsin
$1.13M +$469K +15,333 +71%
AWM
71
Axxcess Wealth Management
California
$1.05M -$21.1K -690 -2%
DC
72
Davenport & Co
Virginia
$1.04M +$67.3K +2,199 +7%
GFS
73
GYL Financial Synergies
Connecticut
$1.02M +$67.3K +2,200 +7%
ACP
74
Arcus Capital Partners
Georgia
$1.02M -$275 -9 -0%
I2I
75
Insight 2811 Inc
Illinois
$1.02M -$8.11K -265 -0.8%

INFL Hedge Fund Activity: Q2 2023 in Review

148 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2023, worth a combined $619M — down 11% from $695M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of INFL and 7 opened new positions — a net loss of 15 holders — while 68 trimmed existing stakes and 52 added.

The largest buyer was Jane Street, adding an estimated $8.22M. The largest seller was Money Concepts Capital, exiting entirely with an estimated $34.3M sold.

  • 148 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2023, down from 164 in Q1 2023.
  • Funds reported $619M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2023, down 11% quarter-over-quarter.
  • 7 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2023 and 22 closed out, a net change of -15 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2023 was Jane Street, an estimated $8.22M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2023 was Money Concepts Capital, an estimated $34.3M sold.

Based on aggregated 13F filings for Q2 2023.