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Horizon Kinetics Inflation Beneficiaries ETF
INFL

147 hedge funds and large institutions have $671M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

141% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 27

82% more capital invested

Capital invested by funds: $368M → $671M (+$303M)

71% more funds holding in top 10

Funds holding in top 10: 7 → 12 (+5)

45% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $952K

16% more funds holding

Funds holding: 127 → 147 (+20)

9.08% more ownership

Funds ownership: 42.41% → 51.49% (+9.1%)

Holders
147
Holders Change
+20
Holders Change %
+15.75%
% of All Funds
2.32%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.19%
New
32
Increased
65
Reduced
27
Closed
12
Calls
$1.38M
Puts
$952K
Net Calls
+$429K
Net Calls Change
+$910K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$164M
2
Wells Fargo
Wells Fargo
California
+$9.2M
3
ET
Equitable Trust
Tennessee
+$9.2M
4
UBS Group
UBS Group
Switzerland
+$8.57M
5
MCC
Money Concepts Capital
Florida
+$8.21M

Top Sellers

Rank Fund Capital Flow
1
AO
Advisor OS
Illinois
-$4.41M
2
ACA
Aptus Capital Advisors
Alabama
-$3.17M
3
FTUS
Flow Traders U.S.
New York
-$3.14M
4
OMC
Old Mission Capital
Illinois
-$2.73M
5
PWMG
Pinnacle Wealth Management Group
Michigan
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
76
Independent Financial Group
California
$909K +$29.9K +948 +4%
NCM
77
NCM Capital Management
New Jersey
$837K +$253K +8,040 +47%
PA
78
PFG Advisors
Arizona
$797K +$754K +23,918 New
AA
79
Auxano Advisors
Washington
$780K +$738K +23,413 New
First Manhattan
80
First Manhattan
New York
$766K – – –
APA
81
American Portfolios Advisors
New York
$646K +$305K +9,693 +100%
SI
82
Stephens Inc
Arkansas
$590K +$558K +17,720 New
MWA
83
Meridian Wealth Advisors
Texas
$586K +$1.42K +45 +0.3%
AWM
84
Axxcess Wealth Management
California
$579K +$548K +17,380 New
AA
85
Ancora Advisors
Ohio
$570K +$53.6K +1,700 +11%
I2I
86
Insight 2811 Inc
Illinois
$565K +$534K +16,955 New
CAN
87
Cetera Advisor Networks
California
$554K +$137K +4,361 +36%
MIM
88
Meixler Investment Management
Arizona
$540K +$45.2K +1,435 +10%
SIC
89
Schwartz Investment Counsel
Michigan
$533K – – –
OPA
90
Old Port Advisors
Maine
$514K +$480K +15,216 New
VFPW
91
Vantage Financial Partners (Wisconsin)
Wisconsin
$503K – – –
CAAM
92
Cornerstone Advisors Asset Management
Pennsylvania
$501K – – –
FM
93
Family Management
New York
$498K +$471K +14,947 New
RSWM
94
Robertson Stephens Wealth Management
California
$480K +$455K +14,425 New
KWM
95
Kingsview Wealth Management
Oregon
$430K +$79.2K +2,512 +24%
CAM
96
Cresset Asset Management
Illinois
$422K +$64.1K +2,034 +19%
Renaissance Technologies
97
Renaissance Technologies
New York
$420K -$1.42M -45,100 -78%
FANJ
98
Financial Architects (New Jersey)
New Jersey
$408K -$443K -14,060 -53%
SFG
99
Sowa Financial Group
Rhode Island
$392K +$371K +11,761 New
PAG
100
Private Advisor Group
New Jersey
$385K +$364K +11,545 New
2 3
4
5 6

INFL Hedge Fund Activity: Q1 2022 in Review

147 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q1 2022, worth a combined $671M — up 82% from $368M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new INFL positions and 12 closed out — a net gain of 20 holders — while 65 added to existing stakes and 27 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $164M. The largest seller was Advisor OS, exiting entirely with an estimated $4.41M sold.

  • 147 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q1 2022, up from 127 in Q4 2021.
  • Funds reported $671M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q1 2022, up 82% quarter-over-quarter.
  • 32 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q1 2022 and 12 closed out, a net change of +20 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $164M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q1 2022 was Advisor OS, an estimated $4.41M sold.

Based on aggregated 13F filings for Q1 2022.