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Horizon Kinetics Inflation Beneficiaries ETF
INFL

152 hedge funds and large institutions have $628M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 10 → 15 (+5)

40% more call options, than puts

Call options by funds: $384K | Put options by funds: $274K

32% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 47

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

1.93% more ownership

Funds ownership: 52.55% → 54.48% (+1.9%)

1% more funds holding

Funds holding: 150 → 152 (+2)

8% less capital invested

Capital invested by funds: $684M → $628M (-$55.5M)

Holders
152
Holders Change
+2
Holders Change %
+1.33%
% of All Funds
2.62%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
17
Increased
62
Reduced
47
Closed
13
Calls
$384K
Puts
$274K
Net Calls
+$110K
Net Calls Change
+$33K

Top Buyers

Rank Fund Capital Flow
1
ICG
InterOcean Capital Group
Tennessee
+$8.21M
2
CIA
Compass Ion Advisors
Pennsylvania
+$7.12M
3
ECG
Edge Capital Group
Georgia
+$7.06M
4
NEPWA
New England Private Wealth Advisors
Massachusetts
+$6.67M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$4.95M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$46.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$11.2M
3
Jane Street
Jane Street
New York
-$7.27M
4
Wells Fargo
Wells Fargo
California
-$5.3M
5
ET
Equitable Trust
Tennessee
-$4.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAAM
101
Cornerstone Advisors Asset Management
Pennsylvania
$418K – – –
SCFS
102
S.C. Financial Services
Arizona
$373K -$163K -5,455 -29%
PAG
103
Private Advisor Group
New Jersey
$369K -$7.12K -239 -2%
AGP
104
Autumn Glory Partners
Texas
$364K -$298K -10,000 -43%
RSWM
105
Robertson Stephens Wealth Management
California
$364K – – –
TI
106
Truepoint Inc
Ohio
$344K -$145K -4,852 -28%
WIM
107
WealthPlan Investment Management
Nebraska
$330K +$308K +10,343 New
GPA
108
Garrison Point Advisors
California
$307K +$1.79K +60 +0.5%
SFG
109
Sowa Financial Group
Rhode Island
$295K -$66.1K -2,219 -17%
DZ Bank
110
DZ Bank
Germany
$293K – – –
LSAG
111
Lake Street Advisors Group
New Hampshire
$280K +$300K +10,059 New
MCWA
112
Meadow Creek Wealth Advisors
Georgia
$278K -$9.53K -320 -3%
IWM
113
IHT Wealth Management
Illinois
$264K +$16.9K +566 +6%
Creative Planning
114
Creative Planning
Kansas
$258K +$1.49K +50 +0.5%
EAM
115
Evanson Asset Management
California
$254K +$1.55K +52 +0.6%
AF
116
Apexium Financial
Texas
$250K +$11.9K +400 +5%
CGA
117
Crescent Grove Advisors
Illinois
$249K – – –
Prudential Financial
118
Prudential Financial
New Jersey
$243K – – –
VWA
119
Visionary Wealth Advisors
Illinois
$240K -$135K -4,515 -34%
PA
120
Parallel Advisors
California
$239K +$256K +8,593 New
PA
121
Pinnacle Associates
New York
$234K – – –
AWS
122
Atria Wealth Solutions
New York
$218K – – –
ARC
123
Advisor Resource Council
Texas
$214K +$229K +7,686 New
Mariner
124
Mariner
Kansas
$213K +$228K +7,650 New
Morgan Stanley
125
Morgan Stanley
New York
$203K +$10.7K +360 +5%
3 4
5
6 7

INFL Hedge Fund Activity: Q3 2022 in Review

152 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q3 2022, worth a combined $628M — down 8.1% from $684M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new INFL positions and 13 closed out — a net gain of 4 holders — while 62 added to existing stakes and 47 trimmed.

The largest buyer was InterOcean Capital Group, opening a new position worth an estimated $8.21M. The largest seller was JP Morgan Chase, cutting an estimated $46.8M.

  • 152 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q3 2022, up from 150 in Q2 2022.
  • Funds reported $628M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 17 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q3 2022 and 13 closed out, a net change of +4 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q3 2022 was InterOcean Capital Group, an estimated $8.21M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q3 2022 was JP Morgan Chase, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2022.