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Horizon Kinetics Inflation Beneficiaries ETF

145 hedge funds and large institutions have $670M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+20
Holders Change %
+16%
% of All Funds
2.29%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.19%
New
32
Increased
64
Reduced
27
Closed
12
Calls
$1.38M
Puts
$952K
Net Calls
+$429K
Net Calls Change
+$910K
Name Holding Trade Value Shares
Change
Shares
Change %
GPA
101
Garrison Point Advisors
California
$356K +$86.4K +2,590 +32%
PWM
102
PRW Wealth Management
Massachusetts
$333K +$333K +10,000 New
Creative Planning
103
Creative Planning
Kansas
$316K +$28.1K +844 +10%
MCWA
104
Meadow Creek Wealth Advisors
Georgia
$312K -$18.7K -562 -6%
EAM
105
Evanson Asset Management
California
$300K +$732 +22 +0.2%
CGA
106
Crescent Grove Advisors
Illinois
$299K
MFW
107
Meristem Family Wealth
Minnesota
$290K
AWS
108
Atria Wealth Solutions
New York
$283K +$283K +8,507 New
Prudential Financial
109
Prudential Financial
New Jersey
$281K +$62.6K +1,877 +29%
VWA
110
Visionary Wealth Advisors
Illinois
$277K +$277K +8,311 New
AF
111
Apexium Financial
Texas
$267K
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$258K +$258K +7,759 New
BRWA
113
B. Riley Wealth Advisors
Florida
$257K -$92.1K -2,752 -26%
OMC
114
Old Mission Capital
Illinois
$252K -$2.88M -86,538 -92%
Bank of America
115
Bank of America
North Carolina
$248K +$116K +3,480 +88%
SCFS
116
S.C. Financial Services
Arizona
$241K -$23.5K -705 -9%
KC
117
Kingfisher Capital
North Carolina
$217K +$300 +9 +0.1%
Morgan Stanley
118
Morgan Stanley
New York
$192K +$64.4K +1,931 +50%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$172K
AA
120
AlphaMark Advisors
Kentucky
$141K
SWM
121
Spire Wealth Management
Virginia
$123K +$123K +3,702 New
JWA
122
JFS Wealth Advisors
Pennsylvania
$113K
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$99K
CG
124
Cutler Group
California
$93K -$126K -3,800 -58%
FRA
125
Front Row Advisors
California
$92K +$92K +2,750 New