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Horizon Kinetics Inflation Beneficiaries ETF
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Overview Fund Activity

148 hedge funds and large institutions have $795M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+10
Holders Change %
+7.25%
% of All Funds
1.98%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
24
Increased
65
Reduced
38
Closed
13
Calls
$620K
Puts
–
Net Calls
+$620K
Net Calls Change
+$368K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$26.5M
2
Wells Fargo
Wells Fargo
California
+$7.83M
3
KIM
Kestra Investment Management
Texas
+$6.16M
4
ACA
Aptus Capital Advisors
Alabama
+$4.21M
5
WC
Waterloo Capital
Texas
+$4.02M

Top Sellers

1
CAS
Coppell Advisory Solutions
Texas
-$3M
2
UBS Group
UBS Group
Switzerland
-$2.43M
3
CFB
Cullen/Frost Bankers
Texas
-$2.08M
4
OPOWM
One Plus One Wealth Management
Florida
-$879K
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$671K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$1.75M +$620K +14,710 +55%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$1.7M +$705K +16,707 +71%
WANY
53
Wealthspire Advisors (New York)
New York
$1.66M +$54.5K +1,293 +3%
CIA
54
Compass Ion Advisors
Pennsylvania
$1.63M -$18.9K -447 -1%
FFA
55
First Foundation Advisors
California
$1.59M +$1.59M +37,762 New
SWP
56
Stratos Wealth Partners
Ohio
$1.53M +$11.4K +271 +0.8%
CBA
57
Coastal Bridge Advisors
Connecticut
$1.51M +$77.3K +1,833 +5%
LIM
58
Leavell Investment Management
Alabama
$1.44M +$1.44M +34,101 New
PAG
59
Private Advisor Group
New Jersey
$1.41M +$997K +23,631 +239%
Morgan Stanley
60
Morgan Stanley
New York
$1.37M +$1.11M +26,269 +428%
CAM
61
Cresset Asset Management
Illinois
$1.26M – – –
GS
62
GTS Securities
New York
$1.13M +$824K +19,542 +272%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$1.09M – – –
Jane Street
64
Jane Street
New York
$1.07M +$770K +18,265 +261%
TC
65
Trilogy Capital
California
$954K -$73.8K -1,750 -7%
GC
66
Guidance Capital
Kentucky
$932K +$79.9K +1,942 +9%
BEAM
67
Baker Ellis Asset Management
Washington
$910K -$77.9K -1,848 -8%
PFM
68
Phillips Financial Management
Indiana
$871K +$871K +20,816 New
CWM
69
Congress Wealth Management
Massachusetts
$867K +$5.31K +126 +0.6%
SEA
70
Stegent Equity Advisors
Texas
$859K -$7.38K -175 -0.9%
AFG
71
Atomi Financial Group
New York
$849K +$287K +6,813 +51%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$829K -$267K -6,324 -24%
SIC
73
Schwartz Investment Counsel
Michigan
$801K – – –
BPA
74
Beacon Pointe Advisors
California
$736K +$736K +17,461 New
SPWM
75
Straight Path Wealth Management
Michigan
$732K +$25.3K +600 +4%
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3
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