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Horizon Kinetics Inflation Beneficiaries ETF

132 hedge funds and large institutions have $615M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

526% more call options, than puts

Call options by funds: $263K | Put options by funds: $42K

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

80% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 30

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

23% more capital invested

Capital invested by funds: $499M → $615M (+$116M)

17% more funds holding

Funds holding: 113132 (+19)

1.19% more ownership

Funds ownership: 58.74%59.93% (+1.2%)

Holders
132
Holders Change
+19
Holders Change %
+16.81%
% of All Funds
1.74%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
28
Increased
54
Reduced
30
Closed
7
Calls
$263K
Puts
$42K
Net Calls
+$221K
Net Calls Change
+$224K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
101
Morgan Stanley
New York
$227K -$35.7K -893 -13%
ACP
102
Aviance Capital Partners
Florida
$224K +$320 +8 +0.1%
ASN
103
Advisory Services Network
Georgia
$214K -$35.5K -887 -14%
SLC
104
Second Line Capital
Louisiana
$211K
CWM
105
Copia Wealth Management
Oregon
$176K +$185K +4,623 New
Bank of America
106
Bank of America
North Carolina
$164K +$149K +3,720 +648%
SWC
107
Spectrum Wealth Counsel
Indiana
$147K
PTC
108
Private Trust Company
Ohio
$106K +$107K +2,670 +2,495%
BlackRock
109
BlackRock
New York
$105K +$111K +2,765 New
VAG
110
VisionPoint Advisory Group
Texas
$84.8K +$88K +2,201 New
BBPWM
111
Blue Bell Private Wealth Management
Pennsylvania
$78.1K
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$68.5K
Comerica Bank
113
Comerica Bank
Texas
$54.8K +$120 +3 +0.2%
AG
114
AmeriFlex Group
Nevada
$47.2K +$48.3K +1,208 New
BFP
115
Briaud Financial Planning
Texas
$27K +$28.5K +712 New
EPAM
116
Evelyn Partners Asset Management
$24.4K +$25.6K +641 New
PPA
117
Painted Porch Advisors
California
$16K
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$12.3K -$70.4K -1,762 -85%
PC
119
Promus Capital
Illinois
$11.4K +$12K +300 New
JFG
120
JDM Financial Group
Texas
$10.4K
FFL
121
Financial Freedom LLC
Ohio
$8.11K +$40 +1 +0.5%
S
122
SignatureFD
Georgia
$7.96K +$40 +1 +0.5%
MG
123
Mather Group
Illinois
$5.94K -$680 -17 -10%
Corient Private Wealth
124
Corient Private Wealth
Florida
$3.21K +$200K +4,998 +6%
QC
125
Quent Capital
New York
$3.16K +$3.32K +83 New

INFL Hedge Fund Activity: Q4 2024 in Review

132 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q4 2024, worth a combined $615M — up 23% from $499M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new INFL positions and 7 closed out — a net gain of 21 holders — while 54 added to existing stakes and 30 trimmed.

The largest buyer was Oxford Financial Group, adding an estimated $64.9M. The largest seller was JP Morgan Chase, cutting an estimated $10.5M.

  • 132 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q4 2024, up from 113 in Q3 2024.
  • Funds reported $615M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 28 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q4 2024 and 7 closed out, a net change of +21 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q4 2024 was Oxford Financial Group, an estimated $64.9M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q4 2024 was JP Morgan Chase, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2024.