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Horizon Kinetics Inflation Beneficiaries ETF

147 hedge funds and large institutions have $671M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

141% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 27

82% more capital invested

Capital invested by funds: $368M → $671M (+$303M)

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

45% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $952K

16% more funds holding

Funds holding: 127147 (+20)

9.08% more ownership

Funds ownership: 42.41%51.49% (+9.1%)

Holders
147
Holders Change
+20
Holders Change %
+15.75%
% of All Funds
2.32%
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
65
Reduced
27
Closed
12
Calls
$1.38M
Puts
$952K
Net Calls
+$429K
Net Calls Change
+$910K
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
101
Orion Portfolio Solutions
Nebraska
$379K +$54.6K +1,732 +18%
GPA
102
Garrison Point Advisors
California
$356K +$81.6K +2,590 +32%
DZ Bank
103
DZ Bank
Germany
$354K
PWM
104
PRW Wealth Management
Massachusetts
$333K +$315K +10,000 New
Creative Planning
105
Creative Planning
Kansas
$316K +$26.6K +844 +10%
MCWA
106
Meadow Creek Wealth Advisors
Georgia
$312K -$17.7K -562 -6%
EAM
107
Evanson Asset Management
California
$300K +$693 +22 +0.2%
CGA
108
Crescent Grove Advisors
Illinois
$299K
MFW
109
Meristem Family Wealth
Minnesota
$290K
AWS
110
Atria Wealth Solutions
New York
$283K +$268K +8,507 New
Prudential Financial
111
Prudential Financial
New Jersey
$281K +$59.2K +1,877 +29%
VWA
112
Visionary Wealth Advisors
Illinois
$277K +$262K +8,311 New
AF
113
Apexium Financial
Texas
$267K
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
$258K +$245K +7,759 New
BRWA
115
B. Riley Wealth Advisors
Florida
$257K -$86.7K -2,752 -26%
OMC
116
Old Mission Capital
Illinois
$252K -$2.73M -86,538 -92%
Bank of America
117
Bank of America
North Carolina
$248K +$110K +3,480 +88%
SCFS
118
S.C. Financial Services
Arizona
$241K -$22.2K -705 -9%
KC
119
Kingfisher Capital
North Carolina
$217K +$284 +9 +0.1%
Morgan Stanley
120
Morgan Stanley
New York
$192K +$60.9K +1,931 +50%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$172K
AA
122
AlphaMark Advisors
Kentucky
$141K
SWM
123
Spire Wealth Management
Virginia
$123K +$117K +3,702 New
JWA
124
JFS Wealth Advisors
Pennsylvania
$113K
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$99K

INFL Hedge Fund Activity: Q1 2022 in Review

147 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q1 2022, worth a combined $671M — up 82% from $368M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new INFL positions and 12 closed out — a net gain of 20 holders — while 65 added to existing stakes and 27 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $164M. The largest seller was Advisor OS, exiting entirely with an estimated $4.41M sold.

  • 147 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q1 2022, up from 127 in Q4 2021.
  • Funds reported $671M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q1 2022, up 82% quarter-over-quarter.
  • 32 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q1 2022 and 12 closed out, a net change of +20 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $164M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q1 2022 was Advisor OS, an estimated $4.41M sold.

Based on aggregated 13F filings for Q1 2022.