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Horizon Kinetics Inflation Beneficiaries ETF

132 hedge funds and large institutions have $615M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

526% more call options, than puts

Call options by funds: $263K | Put options by funds: $42K

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

80% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 30

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

23% more capital invested

Capital invested by funds: $499M → $615M (+$116M)

17% more funds holding

Funds holding: 113132 (+19)

1.19% more ownership

Funds ownership: 58.74%59.93% (+1.2%)

Holders
132
Holders Change
+19
Holders Change %
+16.81%
% of All Funds
1.74%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
28
Increased
54
Reduced
30
Closed
7
Calls
$263K
Puts
$42K
Net Calls
+$221K
Net Calls Change
+$224K
Name Holding Trade Value Shares
Change
Change in
Stake
TW
51
TrinityPoint Wealth
Connecticut
$1.29M +$28.5K +714 +2%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$1.28M +$877K +21,930 +188%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.27M +$1.01M +25,301 +313%
AFP
54
Ausdal Financial Partners
Iowa
$1.06M +$1.11M +27,798 New
AA
55
Auxano Advisors
Washington
$993K -$242K -6,043 -19%
OPOWM
56
One Plus One Wealth Management
Florida
$985K +$295K +7,383 +40%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$962K -$1.72K -43 -0.2%
BEAM
58
Baker Ellis Asset Management
Washington
$911K -$23.8K -596 -2%
TC
59
Trilogy Capital
California
$858K -$50K -1,250 -5%
JFA
60
JNBA Financial Advisors
Minnesota
$850K -$36.7K -917 -4%
FIM
61
Fernwood Investment Management
Massachusetts
$768K -$10.6K -265 -1%
CAM
62
Cresset Asset Management
Illinois
$750K -$350K -8,750 -31%
FS
63
Ferguson Shapiro
Georgia
$736K +$772K +19,318 New
SIC
64
Schwartz Investment Counsel
Michigan
$724K +$200K +5,000 +36%
SEA
65
Stegent Equity Advisors
Texas
$714K +$749K +18,745 New
SA
66
Sanctuary Advisors
Indiana
$648K +$657K +16,442 New
Luther King Capital Management (LKCM)
67
Luther King Capital Management (LKCM)
Texas
$628K
LSAG
68
Lake Street Advisors Group
New Hampshire
$596K +$3.44K +86 +0.6%
CAAM
69
Cornerstone Advisors Asset Management
Pennsylvania
$572K
SPWM
70
Straight Path Wealth Management
Michigan
$540K +$567K +14,180 New
Citadel Advisors
71
Citadel Advisors
Florida
$526K +$354K +8,864 +180%
IWM
72
IHT Wealth Management
Illinois
$493K -$3.44K -86 -0.7%
PWM
73
Perigon Wealth Management
California
$483K +$480K +12,000 New
HF
74
HRT Financial
New York
$476K +$500K +12,508 New
Stifel Financial
75
Stifel Financial
Missouri
$467K +$106K +2,647 +28%

INFL Hedge Fund Activity: Q4 2024 in Review

132 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q4 2024, worth a combined $615M — up 23% from $499M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new INFL positions and 7 closed out — a net gain of 21 holders — while 54 added to existing stakes and 30 trimmed.

The largest buyer was Oxford Financial Group, adding an estimated $64.9M. The largest seller was JP Morgan Chase, cutting an estimated $10.5M.

  • 132 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q4 2024, up from 113 in Q3 2024.
  • Funds reported $615M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 28 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q4 2024 and 7 closed out, a net change of +21 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q4 2024 was Oxford Financial Group, an estimated $64.9M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q4 2024 was JP Morgan Chase, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2024.