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Horizon Kinetics Inflation Beneficiaries ETF

165 hedge funds and large institutions have $853M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

12% more funds holding

Funds holding: 147165 (+18)

2% more capital invested

Capital invested by funds: $840M → $853M (+$12.8M)

10% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.74M

5.43% less ownership

Funds ownership: 63.45%58.02% (-5.4%)

Holders
165
Holders Change
+18
Holders Change %
+12.24%
% of All Funds
2.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
33
Increased
65
Reduced
47
Closed
10
Calls
$1.58M
Puts
$1.74M
Net Calls
-$167K
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
76
Triad Investment Management
California
$1.04M +$1.01M +20,050 New
LTI
77
Laffer Tengler Investments
Tennessee
$1.04M +$1.01M +20,000 New
BFWM
78
Bright Futures Wealth Management
New York
$1.03M +$303K +6,009 +44%
BEAM
79
Baker Ellis Asset Management
Washington
$1.01M +$25.3K +500 +3%
SPWM
80
Straight Path Wealth Management
Michigan
$984K +$17.7K +350 +2%
MA
81
Mezzasalma Advisors
New Jersey
$947K +$193K +3,819 +27%
OC
82
Oppenheimer & Co
New York
$917K +$423K +8,381 +91%
Luther King Capital Management (LKCM)
83
Luther King Capital Management (LKCM)
Texas
$859K
Bank of America
84
Bank of America
North Carolina
$807K +$742K +14,692 +1,818%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$799K +$121K +2,390 +18%
JFA
86
JNBA Financial Advisors
Minnesota
$790K -$53K -1,050 -6%
CAAM
87
Cornerstone Advisors Asset Management
Pennsylvania
$783K
ISL
88
Ingalls & Snyder LLC
New York
$753K +$202K +4,001 +38%
AGP
89
Autumn Glory Partners
Texas
$709K
PCM
90
Parsons Capital Management
Rhode Island
$700K +$679K +13,437 New
PWM
91
Perigon Wealth Management
California
$625K
RIA
92
Realta Investment Advisors
Delaware
$612K +$594K +11,763 New
SAI
93
Savvy Advisors Inc
New York
$605K -$501K -9,920 -46%
CWM
94
Copia Wealth Management
Oregon
$592K -$224K -4,430 -28%
SMC
95
Smith, Moore & Co
Missouri
$583K +$565K +11,192 New
GRIM
96
Greenhaven Road Investment Management
Connecticut
$529K +$809K +16,024 New
NA
97
NewEdge Advisors
Louisiana
$501K -$51.3K -1,015 -10%
EAM
98
Evanson Asset Management
California
$499K +$707 +14 +0.1%
SPC
99
Sigma Planning Corp
Michigan
$495K +$101 +2 +0%
GPA
100
Garrison Point Advisors
California
$492K