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Horizon Kinetics Inflation Beneficiaries ETF
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Overview Fund Activity

109 hedge funds and large institutions have $432M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
109
Holders Change
–
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
13
Increased
44
Reduced
34
Closed
12
Calls
$95K
Puts
$56K
Net Calls
+$39K
Net Calls Change
-$58K

Top Buyers

1
OFG
1
Oxford Financial Group
Indiana
$68.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$147M
3
OIA
3
OneDigital Investment Advisors
Kansas
$2.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$7.3M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$8.26M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$8.95M
2
TFCP
2
Twin Focus Capital Partners
Massachusetts
$0
3
JFA
3
JNBA Financial Advisors
Minnesota
$2.38M
4
KWM
4
Kingsview Wealth Management
Oregon
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$161K
Name Market Value Shares Shares
Change 		Shares
Change %
TW
51
TrinityPoint Wealth
Connecticut
$1.04M 31,739 -9,651 -23%
FIA
52
Foundations Investment Advisors
Arizona
$920K 28,146 +28,146 New
CWM
53
Congress Wealth Management
Massachusetts
$883K 27,016 +27,016 New
BEAM
54
Baker Ellis Asset Management
Washington
$804K 24,610 -1,460 -6%
TC
55
Trilogy Capital
California
$774K 23,690 +23,690 New
IA
56
IFP Advisors
Florida
$764K 23,384 -1,660 -7%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$744K 22,774 -1,322 -5%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$694K 21,250 – –
CAM
59
Cresset Asset Management
Illinois
$676K 20,672 +11,952 +137%
FIM
60
Fernwood Investment Management
Massachusetts
$674K 20,635 +162 +0.8%
OPOWM
61
One Plus One Wealth Management
Florida
$664K 20,303 -5,095 -20%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$626K 19,142 +6,093 +47%
Luther King Capital Management (LKCM)
63
Luther King Capital Management (LKCM)
Texas
– – – –
NA
64
NewEdge Advisors
Louisiana
$516K 15,782 +6,273 +66%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$508K 15,357 +13,179 +605%
CAAM
66
Cornerstone Advisors Asset Management
Pennsylvania
$491K 15,031 – –
IWM
67
IHT Wealth Management
Illinois
$476K 14,559 -143 -1%
SIC
68
Schwartz Investment Counsel
Michigan
$458K 14,000 – –
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$447K 13,682 -14,967 -52%
Bank of America
70
Bank of America
North Carolina
$410K 12,544 +12,044 +2,409%
MIM
71
Macroview Investment Management
Maryland
$395K 12,076 -35,207 -74%
SFB
72
STAR Financial Bank
Indiana
$369K 11,279 -3,629 -24%
CHJWM
73
Carlton Hofferkamp & Jenks Wealth Management
Texas
$345K 9,600 -1,925 -17%
Osaic Holdings
74
Osaic Holdings
Arizona
$344K 10,537 -14,011 -57%
GPA
75
Garrison Point Advisors
California
$335K 10,259 – –
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