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Horizon Kinetics Inflation Beneficiaries ETF

142 hedge funds and large institutions have $827M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 45

4% more capital invested

Capital invested by funds: $798M → $827M (+$29.4M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.88% less ownership

Funds ownership: 63.3%62.42% (-0.88%)

5% less funds holding

Funds holding: 150142 (-8)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
142
Holders Change
-8
Holders Change %
-5.33%
% of All Funds
1.86%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
8
Increased
61
Reduced
45
Closed
15
Calls
$858K
Puts
Net Calls
+$858K
Net Calls Change
+$238K
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
76
Beacon Pointe Advisors
California
$822K +$39.6K +930 +5%
SPWM
77
Straight Path Wealth Management
Michigan
$765K -$10.6K -250 -1%
Luther King Capital Management (LKCM)
78
Luther King Capital Management (LKCM)
Texas
$737K
JFA
79
JNBA Financial Advisors
Minnesota
$727K -$28.5K -670 -4%
CWM
80
Copia Wealth Management
Oregon
$697K +$133K +3,117 +25%
CAAM
81
Cornerstone Advisors Asset Management
Pennsylvania
$672K
IWM
82
IHT Wealth Management
Illinois
$669K +$17K +400 +3%
MA
83
Mezzasalma Advisors
New Jersey
$641K -$20K -469 -3%
BFWM
84
Bright Futures Wealth Management
New York
$615K +$586K +13,756 New
AGP
85
Autumn Glory Partners
Texas
$609K
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$602K -$264K -6,196 -32%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$579K +$130K +3,046 +31%
PWM
88
Perigon Wealth Management
California
$536K
D.E. Shaw & Co
89
D.E. Shaw & Co
New York
$530K
AA
90
Auxano Advisors
Washington
$523K -$51.4K -1,206 -9%
NA
91
NewEdge Advisors
Louisiana
$495K -$40.1K -942 -8%
Mariner
92
Mariner
Kansas
$460K -$8.98K -211 -2%
GPA
93
Garrison Point Advisors
California
$431K -$11.9K -280 -3%
EAM
94
Evanson Asset Management
California
$427K +$852 +20 +0.2%
TFM
95
Trademark Financial Management
Minnesota
$426K -$19.8K -465 -5%
SPC
96
Sigma Planning Corp
Michigan
$424K +$4.64K +109 +1%
PWA
97
Principia Wealth Advisory
Texas
$411K +$15K +352 +4%
ISL
98
Ingalls & Snyder LLC
New York
$381K +$363K +8,519 New
MIM
99
Macroview Investment Management
Maryland
$352K +$128 +3 +0%
CHJWM
100
Carlton Hofferkamp & Jenks Wealth Management
Texas
$351K

INFL Hedge Fund Activity: Q3 2025 in Review

142 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q3 2025, worth a combined $827M — up 3.7% from $798M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of INFL and 8 opened new positions — a net loss of 7 holders — while 45 trimmed existing stakes and 61 added.

The largest buyer was Coastal Bridge Advisors, adding an estimated $6.24M. The largest seller was JP Morgan Chase, cutting an estimated $24.1M.

  • 142 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q3 2025, down from 150 in Q2 2025.
  • Funds reported $827M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q3 2025, up 3.7% quarter-over-quarter.
  • 8 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q3 2025 and 15 closed out, a net change of -7 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q3 2025 was Coastal Bridge Advisors, an estimated $6.24M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q3 2025 was JP Morgan Chase, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2025.