INFL icon

Horizon Kinetics Inflation Beneficiaries ETF
INFL

Overview Fund Activity

109 hedge funds and large institutions have $349M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-23
Holders Change %
-17.42%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
8
Increased
27
Reduced
56
Closed
28
Calls
$107K
Puts
$10K
Net Calls
+$97K
Net Calls Change
+$18K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$121M
2
KWM
2
Kingsview Wealth Management
Oregon
$2.53M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.89M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.13M
5
Wells Fargo
5
Wells Fargo
California
$11.7M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$0
2
ET
2
Equitable Trust
Tennessee
$1.93M
3
RJA
3
Raymond James & Associates
Florida
$5.19M
4
SGCA
4
Steel Grove Capital Advisors
Tennessee
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$1.08M +$44K +1,351 +4%
AFP
52
Ausdal Financial Partners
Iowa
$1.08M +$1.08M +33,105 New
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$933K +$933K +28,649 New
OMC
54
Old Mission Capital
Illinois
$909K -$2.23M -68,359 -71%
BEAM
55
Baker Ellis Asset Management
Washington
$849K -$37.8K -1,160 -4%
OPOWM
56
One Plus One Wealth Management
Florida
$827K -$503K -15,463 -38%
IA
57
IFP Advisors
Florida
$815K -$33 -1 -0%
Osaic Holdings
58
Osaic Holdings
Arizona
$799K -$472K -14,506 -37%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$785K -$3.61K -111 -0.5%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$739K +$285K +8,741 +63%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$692K -$42.3K -1,300 -6%
FIM
62
Fernwood Investment Management
Massachusetts
$667K +$97.7K +3,001 +17%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$640K +$335K +10,294 +110%
BRWA
64
B. Riley Wealth Advisors
Florida
$604K +$334K +10,984 +124%
NEPWA
65
New England Private Wealth Advisors
Massachusetts
$567K -$986K -30,272 -63%
Luther King Capital Management (LKCM)
66
Luther King Capital Management (LKCM)
Texas
$537K – – –
CAAM
67
Cornerstone Advisors Asset Management
Pennsylvania
$489K – – –
SFB
68
STAR Financial Bank
Indiana
$485K -$67.8K -2,083 -12%
IWM
69
IHT Wealth Management
Illinois
$479K +$13.7K +422 +3%
SIC
70
Schwartz Investment Counsel
Michigan
$456K – – –
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$425K -$677K -20,784 -61%
CA
72
Cetera Advisors
Colorado
$415K -$117K -3,580 -22%
CHJWM
73
Carlton Hofferkamp & Jenks Wealth Management
Texas
$374K -$29.2K -900 -7%
AFG
74
Allegheny Financial Group
Pennsylvania
$349K -$440K -13,523 -56%
GPA
75
Garrison Point Advisors
California
$334K -$912 -28 -0.3%
1 2
3
4 5