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Horizon Kinetics Inflation Beneficiaries ETF

140 hedge funds and large institutions have $688M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more call options, than puts

Call options by funds: $297K | Put options by funds: $45K

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

103% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 30

12% more capital invested

Capital invested by funds: $615M → $688M (+$73.1M)

6% more funds holding

Funds holding: 132140 (+8)

0.57% more ownership

Funds ownership: 59.93%60.5% (+0.57%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
1.88%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
25
Increased
61
Reduced
30
Closed
10
Calls
$297K
Puts
$45K
Net Calls
+$252K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
76
Atomi Financial Group
New York
$541K +$533K +13,318 New
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$497K -$854K -21,345 -64%
PWM
78
Perigon Wealth Management
California
$488K
OC
79
Oppenheimer & Co
New York
$475K -$2.92K -73 -0.6%
NA
80
NewEdge Advisors
Louisiana
$446K -$49.7K -1,242 -10%
Osaic Holdings
81
Osaic Holdings
Arizona
$422K +$93.2K +2,328 +29%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$420K +$122K +3,054 +42%
GPA
83
Garrison Point Advisors
California
$415K
MWA
84
Meridian Wealth Advisors
Texas
$405K
PAG
85
Private Advisor Group
New Jersey
$402K +$75.1K +1,877 +23%
MLL
86
Moody Lynn & Lieberson
Massachusetts
$400K
TFM
87
Trademark Financial Management
Minnesota
$390K +$384K +9,598 New
EAM
88
Evanson Asset Management
California
$386K +$1.48K +37 +0.4%
SPC
89
Sigma Planning Corp
Michigan
$381K +$19.9K +498 +6%
AI
90
Atria Investments
North Carolina
$379K +$373K +9,316 New
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$358K +$1.24K +31 +0.4%
CHJWM
92
Carlton Hofferkamp & Jenks Wealth Management
Texas
$352K -$24K -600 -6%
CWM
93
Copia Wealth Management
Oregon
$326K +$136K +3,405 +74%
MIM
94
Macroview Investment Management
Maryland
$320K -$15K -374 -5%
MML Investors Services
95
MML Investors Services
Massachusetts
$317K +$312K +7,788 New
PWA
96
Principia Wealth Advisory
Texas
$299K +$47.4K +1,184 +18%
GS
97
GTS Securities
New York
$292K +$287K +7,175 New
Jane Street
98
Jane Street
New York
$285K -$6.88M -172,003 -96%
Creative Planning
99
Creative Planning
Kansas
$268K -$1.24K -31 -0.5%
Morgan Stanley
100
Morgan Stanley
New York
$250K +$7.84K +196 +3%

INFL Hedge Fund Activity: Q1 2025 in Review

140 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q1 2025, worth a combined $688M — up 12% from $615M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new INFL positions and 10 closed out — a net gain of 15 holders — while 61 added to existing stakes and 30 trimmed.

The largest buyer was Kestra Investment Management, opening a new position worth an estimated $11.2M. The largest seller was Fourpath Capital Management, exiting entirely with an estimated $11.5M sold.

  • 140 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q1 2025, up from 132 in Q4 2024.
  • Funds reported $688M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 25 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q1 2025 and 10 closed out, a net change of +15 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q1 2025 was Kestra Investment Management, an estimated $11.2M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q1 2025 was Fourpath Capital Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2025.