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Horizon Kinetics Inflation Beneficiaries ETF

109 hedge funds and large institutions have $349M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-23
Holders Change %
-17.42%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
8
Increased
27
Reduced
56
Closed
28
Calls
$107K
Puts
$10K
Net Calls
+$97K
Net Calls Change
+$18K
Name Holding Trade Value Shares
Change
Shares
Change %
GAA
76
Global Assets Advisory
Florida
$326K +$326K +10,618 New
NA
77
NewEdge Advisors
Louisiana
$310K +$45.7K +1,402 +17%
EAM
78
Evanson Asset Management
California
$302K
CAM
79
Cresset Asset Management
Illinois
$284K -$373K -11,471 -57%
AGP
80
Autumn Glory Partners
Texas
$277K
PAG
81
Private Advisor Group
New Jersey
$276K
KFP
82
KMG Fiduciary Partners
Ohio
$257K
Stifel Financial
83
Stifel Financial
Missouri
$240K +$240K +7,374 New
CGA
84
Crescent Grove Advisors
Illinois
$234K -$16.4K -500 -7%
LSAG
85
Lake Street Advisors Group
New Hampshire
$233K +$10.5K +321 +5%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$217K +$4.17K +128 +2%
ASN
87
Advisory Services Network
Georgia
$212K +$260 +8 +0.1%
OPA
88
Old Port Advisors
Maine
$206K -$1.95M -60,037 -90%
USCWA
89
U.S. Capital Wealth Advisors
Texas
$203K -$29.3K -900 -13%
Morgan Stanley
90
Morgan Stanley
New York
$201K -$476K -14,605 -70%
SWC
91
Spectrum Wealth Counsel
Indiana
$126K -$36.5K -1,121 -23%
FRA
92
Front Row Advisors
California
$90K
SWM
93
Sugarloaf Wealth Management
Georgia
$73.5K -$3.58M -109,852 -98%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$70.9K
BBPWM
95
Blue Bell Private Wealth Management
Pennsylvania
$66.7K -$39.1K -1,200 -37%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$56.9K +$195 +6 +0.3%
First Manhattan
97
First Manhattan
New York
$42.3K
Comerica Bank
98
Comerica Bank
Texas
$21.3K -$38.6K -1,187 -65%
Bank of America
99
Bank of America
North Carolina
$16.3K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$13K