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Horizon Kinetics Inflation Beneficiaries ETF

132 hedge funds and large institutions have $615M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

526% more call options, than puts

Call options by funds: $263K | Put options by funds: $42K

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

80% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 30

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

23% more capital invested

Capital invested by funds: $499M → $615M (+$116M)

17% more funds holding

Funds holding: 113132 (+19)

1.19% more ownership

Funds ownership: 58.74%59.93% (+1.2%)

Holders
132
Holders Change
+19
Holders Change %
+16.81%
% of All Funds
1.74%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
28
Increased
54
Reduced
30
Closed
7
Calls
$263K
Puts
$42K
Net Calls
+$221K
Net Calls Change
+$224K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$465K -$32.1K -804 -6%
GC
77
Guidance Capital
Kentucky
$452K +$447K +11,173 New
PPH
78
Pure Portfolios Holdings
Oregon
$448K +$141K +3,529 +43%
OC
79
Oppenheimer & Co
New York
$447K +$470K +11,749 New
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$428K +$41K +1,025 +10%
GPA
81
Garrison Point Advisors
California
$389K
MWA
82
Meridian Wealth Advisors
Texas
$380K
CHJWM
83
Carlton Hofferkamp & Jenks Wealth Management
Texas
$378K
SFB
84
STAR Financial Bank
Indiana
$377K -$13.7K -343 -3%
MLL
85
Moody Lynn & Lieberson
Massachusetts
$375K
EAM
86
Evanson Asset Management
California
$360K +$1.96K +49 +0.5%
MA
87
Mezzasalma Advisors
New Jersey
$347K +$364K +9,100 New
BRWA
88
B. Riley Wealth Advisors
Florida
$341K
SPC
89
Sigma Planning Corp
Michigan
$338K +$130K +3,262 +58%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$334K -$34K -850 -9%
AGP
91
Autumn Glory Partners
Texas
$324K
MIM
92
Macroview Investment Management
Maryland
$314K -$7.48K -187 -2%
Osaic Holdings
93
Osaic Holdings
Arizona
$307K +$6.12K +153 +2%
PAG
94
Private Advisor Group
New Jersey
$306K -$58.5K -1,464 -15%
NEPWA
95
New England Private Wealth Advisors
Massachusetts
$293K +$920 +23 +0.3%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$277K +$29.5K +739 +11%
Creative Planning
97
Creative Planning
Kansas
$253K +$28.1K +704 +12%
PWA
98
Principia Wealth Advisory
Texas
$251K +$263K +6,585 New
CGA
99
Crescent Grove Advisors
Illinois
$238K
FFN
100
Focus Financial Network
Minnesota
$228K +$1.12K +28 +0.5%

INFL Hedge Fund Activity: Q4 2024 in Review

132 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q4 2024, worth a combined $615M — up 23% from $499M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new INFL positions and 7 closed out — a net gain of 21 holders — while 54 added to existing stakes and 30 trimmed.

The largest buyer was Oxford Financial Group, adding an estimated $64.9M. The largest seller was JP Morgan Chase, cutting an estimated $10.5M.

  • 132 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q4 2024, up from 113 in Q3 2024.
  • Funds reported $615M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 28 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q4 2024 and 7 closed out, a net change of +21 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q4 2024 was Oxford Financial Group, an estimated $64.9M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q4 2024 was JP Morgan Chase, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2024.