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Horizon Kinetics Inflation Beneficiaries ETF

147 hedge funds and large institutions have $840M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 33

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

4% more funds holding

Funds holding: 142147 (+5)

1.03% more ownership

Funds ownership: 62.42%63.45% (+1%)

2% more capital invested

Capital invested by funds: $827M → $840M (+$13M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
1.79%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
21
Increased
71
Reduced
33
Closed
14
Calls
$1.12M
Puts
Net Calls
+$1.12M
Net Calls Change
+$258K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$2.3M +$82.5K +1,869 +4%
PHS
52
Pekin Hardy Strauss
Illinois
$2.22M -$261K -5,920 -11%
ASN
53
Advisory Services Network
Georgia
$2.21M -$24.1K -545 -1%
KPWS
54
Kestra Private Wealth Services
Texas
$2.04M +$780K +17,678 +63%
SWM
55
Spire Wealth Management
Virginia
$2.01M +$26.2K +594 +1%
LWM
56
Lionsbridge Wealth Management
Florida
$1.89M -$7.68K -174 -0.4%
Cerity Partners
57
Cerity Partners
New York
$1.82M -$14.7K -333 -0.8%
WANY
58
Wealthspire Advisors (New York)
New York
$1.76M +$18.8K +427 +1%
SWP
59
Stratos Wealth Partners
Ohio
$1.65M +$39.5K +895 +2%
CIA
60
Compass Ion Advisors
Pennsylvania
$1.62M -$106K -2,391 -6%
Morgan Stanley
61
Morgan Stanley
New York
$1.47M +$7.68K +174 +0.5%
PAG
62
Private Advisor Group
New Jersey
$1.36M -$182K -4,121 -12%
GC
63
Guidance Capital
Kentucky
$1.3M +$95.2K +2,157 +9%
AI
64
Atria Investments
North Carolina
$1.25M +$296K +6,714 +32%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$1.17M
MWA
66
Meridian Wealth Advisors
Texas
$1.15M +$244K +5,520 +27%
TC
67
Trilogy Capital
California
$1.01M +$3.97K +90 +0.4%
CAM
68
Cresset Asset Management
Illinois
$983K +$485 +11 +0%
AFG
69
Atomi Financial Group
New York
$964K +$3.13K +71 +0.3%
SAI
70
Savvy Advisors Inc
New York
$958K +$951K +21,541 New
EFS
71
Essex Financial Services
Connecticut
$949K +$653K +14,790 +226%
PFM
72
Phillips Financial Management
Indiana
$925K
GS
73
GTS Securities
New York
$874K +$666K +15,083 +330%
BEAM
74
Baker Ellis Asset Management
Washington
$843K -$115K -2,610 -12%
BPA
75
Beacon Pointe Advisors
California
$828K +$10.2K +231 +1%