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Horizon Kinetics Inflation Beneficiaries ETF

150 hedge funds and large institutions have $798M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

76% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 38

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more capital invested

Capital invested by funds: $688M → $798M (+$110M)

7% more funds holding

Funds holding: 140150 (+10)

2.8% more ownership

Funds ownership: 60.5%63.3% (+2.8%)

Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
1.97%
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
67
Reduced
38
Closed
13
Calls
$620K
Puts
Net Calls
+$620K
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
Lionsbridge Wealth Management
Florida
$1.76M -$31.5K -764 -2%
Stifel Financial
52
Stifel Financial
Missouri
$1.75M +$606K +14,710 +55%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$1.7M +$689K +16,707 +71%
Osaic Holdings
54
Osaic Holdings
Arizona
$1.67M +$1.21M +29,325 +283%
WANY
55
Wealthspire Advisors (New York)
New York
$1.66M +$53.3K +1,293 +3%
CIA
56
Compass Ion Advisors
Pennsylvania
$1.63M -$18.4K -447 -1%
FFA
57
First Foundation Advisors
California
$1.59M +$1.56M +37,762 New
SWP
58
Stratos Wealth Partners
Ohio
$1.53M +$11.2K +271 +0.8%
CBA
59
Coastal Bridge Advisors
Connecticut
$1.51M +$75.6K +1,833 +5%
LIM
60
Leavell Investment Management
Alabama
$1.44M +$1.41M +34,101 New
PAG
61
Private Advisor Group
New Jersey
$1.41M +$974K +23,631 +239%
Morgan Stanley
62
Morgan Stanley
New York
$1.37M +$1.08M +26,269 +428%
GS
63
GTS Securities
New York
$1.13M +$806K +19,542 +272%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$1.09M
Jane Street
65
Jane Street
New York
$1.07M +$753K +18,265 +261%
TC
66
Trilogy Capital
California
$954K -$72.1K -1,750 -7%
CAM
67
Cresset Asset Management
Illinois
$932K -$320K -7,750 -26%
GC
68
Guidance Capital
Kentucky
$932K +$80.1K +1,942 +9%
BEAM
69
Baker Ellis Asset Management
Washington
$910K -$76.2K -1,848 -8%
PFM
70
Phillips Financial Management
Indiana
$871K +$858K +20,816 New
CWM
71
Congress Wealth Management
Massachusetts
$867K +$5.2K +126 +0.6%
SEA
72
Stegent Equity Advisors
Texas
$859K -$7.21K -175 -0.9%
AFG
73
Atomi Financial Group
New York
$849K +$281K +6,813 +51%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$829K -$261K -6,324 -24%
SIC
75
Schwartz Investment Counsel
Michigan
$801K

INFL Hedge Fund Activity: Q2 2025 in Review

150 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2025, worth a combined $798M — up 16% from $688M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new INFL positions and 13 closed out — a net gain of 11 holders — while 67 added to existing stakes and 38 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.9M. The largest seller was Coppell Advisory Solutions, exiting entirely with an estimated $3M sold.

  • 150 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2025, up from 140 in Q1 2025.
  • Funds reported $798M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 24 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2025 and 13 closed out, a net change of +11 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $25.9M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2025 was Coppell Advisory Solutions, an estimated $3M sold.

Based on aggregated 13F filings for Q2 2025.