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Horizon Kinetics Inflation Beneficiaries ETF

148 hedge funds and large institutions have $795M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$620K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
101
Principia Wealth Advisory
Texas
$372K
CHJWM
102
Carlton Hofferkamp & Jenks Wealth Management
Texas
$335K
MIM
103
Macroview Investment Management
Maryland
$332K
NEPWA
104
New England Private Wealth Advisors
Massachusetts
$322K
BRWA
105
B. Riley Wealth Advisors
Florida
$310K
Osaic Holdings
106
Osaic Holdings
Arizona
$307K
USCWA
107
U.S. Capital Wealth Advisors
Texas
$299K
LA
108
LM Advisors
California
$298K
MML Investors Services
109
MML Investors Services
Massachusetts
$297K
Creative Planning
110
Creative Planning
Kansas
$276K
AIM
111
Aspen Investment Management
Michigan
$249K
ACP
112
Aviance Capital Partners
Florida
$249K
DADC
113
D.A. Davidson & Co
Montana
$221K
SLC
114
Second Line Capital
Louisiana
$219K
FFN
115
Focus Financial Network
Minnesota
$208K
SC
116
Scotia Capital
Ontario, Canada
$205K
EFS
117
Essex Financial Services
Connecticut
$202K
MFG
118
Magnus Financial Group
New York
$201K
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$113K
Bank of America
120
Bank of America
North Carolina
$89.2K
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$88.6K
BBPWM
122
Blue Bell Private Wealth Management
Pennsylvania
$86.4K
BOJHT
123
Bank of Jackson Hole Trust
Wyoming
$60.4K
AG
124
AmeriFlex Group
Nevada
$50.9K
Comerica Bank
125
Comerica Bank
Texas
$43K