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Horizon Kinetics Inflation Beneficiaries ETF

138 hedge funds and large institutions have $687M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
1.87%
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
60
Reduced
30
Closed
10
Calls
$297K
Puts
$45K
Net Calls
+$252K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Shares
Change %
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$497K -$868K -21,345 -64%
PWM
77
Perigon Wealth Management
California
$488K
OC
78
Oppenheimer & Co
New York
$475K -$2.97K -73 -0.6%
NA
79
NewEdge Advisors
Louisiana
$446K -$50.5K -1,242 -10%
Osaic Holdings
80
Osaic Holdings
Arizona
$422K +$94.6K +2,328 +29%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$420K +$124K +3,054 +42%
GPA
82
Garrison Point Advisors
California
$415K
MWA
83
Meridian Wealth Advisors
Texas
$405K
PAG
84
Private Advisor Group
New Jersey
$402K +$76.3K +1,877 +23%
MLL
85
Moody Lynn & Lieberson
Massachusetts
$400K
TFM
86
Trademark Financial Management
Minnesota
$390K +$390K +9,598 New
EAM
87
Evanson Asset Management
California
$386K +$1.5K +37 +0.4%
SPC
88
Sigma Planning Corp
Michigan
$381K +$20.2K +498 +6%
AI
89
Atria Investments
North Carolina
$379K +$379K +9,316 New
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$358K +$1.26K +31 +0.4%
CHJWM
91
Carlton Hofferkamp & Jenks Wealth Management
Texas
$352K -$24K -600 -6%
CWM
92
Copia Wealth Management
Oregon
$326K +$138K +3,405 +74%
MIM
93
Macroview Investment Management
Maryland
$320K -$15.2K -374 -5%
MML Investors Services
94
MML Investors Services
Massachusetts
$317K +$317K +7,788 New
PWA
95
Principia Wealth Advisory
Texas
$299K +$45.6K +1,184 +18%
GS
96
GTS Securities
New York
$292K +$292K +7,175 New
Jane Street
97
Jane Street
New York
$285K -$6.99M -172,003 -96%
Creative Planning
98
Creative Planning
Kansas
$268K -$1.26K -31 -0.5%
Morgan Stanley
99
Morgan Stanley
New York
$250K +$7.97K +196 +3%
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$248K -$209K -5,131 -46%