Horizon Kinetics Inflation Beneficiaries ETF
INFL
113 hedge funds and large institutions have $499M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 40 reducing their positions, and 11 closing their positions.
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
16% more capital invested
Capital invested by funds: $432M → $499M (+$67.2M)
4% more funds holding
Funds holding: 109 → 113 (+4)
0.29% more ownership
Funds ownership: 58.45% → 58.74% (+0.29%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less call options, than puts
Call options by funds: $68K | Put options by funds: $71K
13% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
+$7.51M |
| 2 |
FCM
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
+$7.46M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.82M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.77M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$11.1M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$3.62M |
| 3 |
Jane Street
New York
|
-$2.28M |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$1.78M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.1M |
INFL Hedge Fund Activity: Q3 2024 in Review
113 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q3 2024, worth a combined $499M — up 16% from $432M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new INFL positions and 11 closed out — a net gain of 4 holders — while 35 added to existing stakes and 40 trimmed.
The largest buyer was Oxford Financial Group, adding an estimated $7.51M. The largest seller was JP Morgan Chase, cutting an estimated $11.1M.
- 113 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q3 2024, up from 109 in Q2 2024.
- Funds reported $499M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q3 2024, up 16% quarter-over-quarter.
- 15 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q3 2024 and 11 closed out, a net change of +4 holders.
- The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q3 2024 was Oxford Financial Group, an estimated $7.51M added.
- The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q3 2024 was JP Morgan Chase, an estimated $11.1M sold.
Based on aggregated 13F filings for Q3 2024.