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Horizon Kinetics Inflation Beneficiaries ETF

163 hedge funds and large institutions have $695M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-5
Holders Change %
-2.98%
% of All Funds
2.61%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
20
Increased
64
Reduced
54
Closed
20
Calls
$244K
Puts
$19K
Net Calls
+$225K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Shares
Change %
I2I
76
Insight 2811 Inc
Illinois
$1.03M -$22.4K -725 -2%
ACP
77
Arcus Capital Partners
Georgia
$1.03M -$830K -26,918 -45%
AWS
78
AJ Wealth Strategies
New York
$1.02M
SL
79
Sentinus LLC
Illinois
$1.01M +$273K +8,853 +37%
DC
80
Davenport & Co
Virginia
$985K -$19.7K -640 -2%
GFS
81
GYL Financial Synergies
Connecticut
$966K +$966K +31,314 New
UCFA
82
United Capital Financial Advisors
Texas
$942K -$717K -23,235 -43%
BRWA
83
B. Riley Wealth Advisors
Florida
$938K -$259K -8,402 -22%
CHJWM
84
Carlton Hofferkamp & Jenks Wealth Management
Texas
$925K -$326K -10,595 -26%
FFA
85
First Foundation Advisors
California
$876K +$113K +3,658 +15%
MML Investors Services
86
MML Investors Services
Massachusetts
$862K -$796K -25,806 -48%
OC
87
Oppenheimer & Co
New York
$836K -$1.49M -48,282 -64%
BEAM
88
Baker Ellis Asset Management
Washington
$754K
Bank of New York Mellon
89
Bank of New York Mellon
New York
$743K +$743K +24,104 New
IA
90
IFP Advisors
Florida
$670K -$673K -26,644 -50%
SPC
91
Sigma Planning Corp
Michigan
$667K -$40.4K -1,309 -6%
MWM
92
MBE Wealth Management
Wisconsin
$662K +$85.4K +2,769 +15%
CAM
93
Cresset Asset Management
Illinois
$660K +$93 +3 +0%
FIM
94
Fernwood Investment Management
Massachusetts
$647K -$5.77K -187 -0.9%
NA
95
NewEdge Advisors
Louisiana
$641K -$5.03K -163 -0.8%
MIM
96
Meixler Investment Management
Arizona
$621K -$10.5K -342 -2%
DC
97
Defender Capital
North Carolina
$561K +$561K +18,200 New
FPCP
98
Fort Point Capital Partners
California
$470K -$489K -15,861 -51%
CAAM
99
Cornerstone Advisors Asset Management
Pennsylvania
$464K
SIC
100
Schwartz Investment Counsel
Michigan
$432K