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Horizon Kinetics Inflation Beneficiaries ETF

148 hedge funds and large institutions have $619M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,333% more call options, than puts

Call options by funds: $43K | Put options by funds: $3K

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.48% more ownership

Funds ownership: 58.99%59.47% (+0.48%)

10% less funds holding

Funds holding: 164148 (-16)

11% less capital invested

Capital invested by funds: $695M → $619M (-$75.8M)

24% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 68

68% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 22

Holders
148
Holders Change
-16
Holders Change %
-9.76%
% of All Funds
2.32%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
7
Increased
52
Reduced
68
Closed
22
Calls
$43K
Puts
$3K
Net Calls
+$40K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$316K +$12.3K +402 +4%
Morgan Stanley
102
Morgan Stanley
New York
$313K +$4.77K +156 +2%
GRP
103
Global Retirement Partners
California
$303K +$1.13K +37 +0.4%
AFG
104
Atomi Financial Group
New York
$293K -$1.35K -44 -0.5%
EAM
105
Evanson Asset Management
California
$282K +$1.38K +45 +0.5%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$277K +$274K +8,964 New
CGA
107
Crescent Grove Advisors
Illinois
$274K
Creative Planning
108
Creative Planning
Kansas
$262K -$21.5K -702 -8%
LCM
109
Lunt Capital Management
Utah
$262K +$263K +8,582 New
AF
110
Apexium Financial
Texas
$261K
SWP
111
Stratos Wealth Partners
Ohio
$260K +$306 +10 +0.1%
AGP
112
Autumn Glory Partners
Texas
$260K -$118K -3,860 -31%
PA
113
Pinnacle Associates
New York
$257K
TAM
114
TCP Asset Management
Ohio
$253K +$7.5K +245 +3%
KFP
115
KMG Fiduciary Partners
Ohio
$242K
TSS
116
Two Sigma Securities
New York
$235K +$236K +7,697 New
BCI
117
Brinker Capital Investments
Pennsylvania
$221K
OPS
118
Orion Portfolio Solutions
Nebraska
$221K
SC
119
Savant Capital
Illinois
$218K -$30.6K -999 -12%
KWM
120
Kingsview Wealth Management
Oregon
$208K
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$207K +$207K +6,761 New
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$200K
WP
123
WealthPLAN Partners
Nebraska
$140K -$76.5K -2,499 -35%
AWM
124
Avior Wealth Management
Nebraska
$121K -$103K -3,376 -46%
BBPWM
125
Blue Bell Private Wealth Management
Pennsylvania
$119K -$6.12K -200 -5%

INFL Hedge Fund Activity: Q2 2023 in Review

148 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2023, worth a combined $619M — down 11% from $695M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of INFL and 7 opened new positions — a net loss of 15 holders — while 68 trimmed existing stakes and 52 added.

The largest buyer was Jane Street, adding an estimated $8.22M. The largest seller was Money Concepts Capital, exiting entirely with an estimated $34.3M sold.

  • 148 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2023, down from 164 in Q1 2023.
  • Funds reported $619M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2023, down 11% quarter-over-quarter.
  • 7 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2023 and 22 closed out, a net change of -15 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2023 was Jane Street, an estimated $8.22M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2023 was Money Concepts Capital, an estimated $34.3M sold.

Based on aggregated 13F filings for Q2 2023.