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Horizon Kinetics Inflation Beneficiaries ETF

150 hedge funds and large institutions have $798M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

76% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 38

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more capital invested

Capital invested by funds: $688M → $798M (+$110M)

7% more funds holding

Funds holding: 140150 (+10)

2.8% more ownership

Funds ownership: 60.5%63.3% (+2.8%)

Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
1.97%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
24
Increased
67
Reduced
38
Closed
13
Calls
$620K
Puts
Net Calls
+$620K
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
76
Beacon Pointe Advisors
California
$736K +$720K +17,461 New
SPWM
77
Straight Path Wealth Management
Michigan
$732K +$24.7K +600 +4%
JFA
78
JNBA Financial Advisors
Minnesota
$714K -$67.6K -1,640 -9%
Luther King Capital Management (LKCM)
79
Luther King Capital Management (LKCM)
Texas
$696K
PPH
80
Pure Portfolios Holdings
Oregon
$684K +$39K +945 +6%
FS
81
Ferguson Shapiro
Georgia
$640K -$146K -3,546 -19%
AI
82
Atria Investments
North Carolina
$637K +$238K +5,778 +62%
CAAM
83
Cornerstone Advisors Asset Management
Pennsylvania
$634K
MA
84
Mezzasalma Advisors
New Jersey
$624K +$2.64K +64 +0.4%
MWA
85
Meridian Wealth Advisors
Texas
$623K +$198K +4,810 +48%
IWM
86
IHT Wealth Management
Illinois
$614K +$6.93K +168 +1%
WA
87
Waverly Advisors
Alabama
$608K +$594K +14,412 New
AFP
88
Ausdal Financial Partners
Iowa
$600K -$25.2K -611 -4%
AGP
89
Autumn Glory Partners
Texas
$574K
AA
90
Auxano Advisors
Washington
$544K -$183K -4,440 -26%
CWM
91
Copia Wealth Management
Oregon
$526K +$183K +4,441 +55%
NA
92
NewEdge Advisors
Louisiana
$506K +$42.4K +1,028 +9%
PWM
93
Perigon Wealth Management
California
$506K
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$500K -$15.5K -377 -3%
OC
95
Oppenheimer & Co
New York
$484K -$8.33K -202 -2%
Mariner
96
Mariner
Kansas
$443K +$202K +4,898 +87%
TFM
97
Trademark Financial Management
Minnesota
$421K +$16.1K +391 +4%
GPA
98
Garrison Point Advisors
California
$419K -$11.5K -280 -3%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$418K +$45.1K +1,093 +12%
EAM
100
Evanson Asset Management
California
$402K +$1.69K +41 +0.4%

INFL Hedge Fund Activity: Q2 2025 in Review

150 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2025, worth a combined $798M — up 16% from $688M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new INFL positions and 13 closed out — a net gain of 11 holders — while 67 added to existing stakes and 38 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.9M. The largest seller was Coppell Advisory Solutions, exiting entirely with an estimated $3M sold.

  • 150 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2025, up from 140 in Q1 2025.
  • Funds reported $798M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 24 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2025 and 13 closed out, a net change of +11 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $25.9M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2025 was Coppell Advisory Solutions, an estimated $3M sold.

Based on aggregated 13F filings for Q2 2025.