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Horizon Kinetics Inflation Beneficiaries ETF
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Overview Fund Activity

132 hedge funds and large institutions have $337M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-11
Holders Change %
-7.69%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
16
Increased
26
Reduced
72
Closed
25
Calls
$82K
Puts
$3K
Net Calls
+$79K
Net Calls Change
+$55K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$4.08M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$1.06M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$362K
4
Morgan Stanley
4
Morgan Stanley
New York
$654K
5
PAG
5
Private Advisor Group
New Jersey
$267K

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.74M
2
ET
2
Equitable Trust
Tennessee
$18.8M
3
TWM
3
TMD Wealth Management
Arizona
$0
4
Jane Street
4
Jane Street
New York
$1.99M
5
LPL Financial
5
LPL Financial
California
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
101
Lake Street Advisors Group
New Hampshire
$214K +$214K +6,803 New
SOS
102
Silver Oak Securities
Tennessee
$213K +$23.9K +760 +13%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$206K – – –
ASN
104
Advisory Services Network
Georgia
$204K +$204K +6,489 New
CWM
105
Congress Wealth Management
Massachusetts
$201K +$201K +6,393 New
SC
106
Savant Capital
Illinois
$201K -$9.98K -317 -5%
SWC
107
Spectrum Wealth Counsel
Indiana
$157K +$157K +4,982 New
BBPWM
108
Blue Bell Private Wealth Management
Pennsylvania
$102K -$20.5K -650 -17%
FRA
109
Front Row Advisors
California
$86.5K – – –
SC
110
Solstein Capital
California
$85.9K – – –
CA
111
Clearstead Advisors
Ohio
$74.6K -$74.6K -2,372 -50%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$69.2K -$666K -20,990 -91%
Comerica Bank
113
Comerica Bank
Texas
$57.9K -$39.1K -1,244 -40%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$54.8K -$4.31K -137 -7%
CAS
115
Coppell Advisory Solutions
Texas
$44.8K +$44.8K +1,415 New
CFD
116
Creative Financial Designs
Indiana
$44.5K -$47.1K -1,498 -51%
First Manhattan
117
First Manhattan
New York
$40.9K -$11.1K -354 -21%
PA
118
Parallel Advisors
California
$37K -$4.75K -151 -11%
GRP
119
Global Retirement Partners
California
$34.1K -$5.87K -192 -15%
Bank of America
120
Bank of America
North Carolina
$15.7K – – –
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$13K +$32 +1 +0.2%
WT
122
Washington Trust
Rhode Island
$11K – – –
BFEC
123
Benjamin F. Edwards & Company
Missouri
$10K +$10K +307 New
JFG
124
JDM Financial Group
Texas
$8.59K – – –
FFL
125
Financial Freedom LLC
Ohio
$6.55K +$31 +1 +0.5%
3 4
5
6 7