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Horizon Kinetics Inflation Beneficiaries ETF

138 hedge funds and large institutions have $687M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
1.87%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
25
Increased
60
Reduced
30
Closed
10
Calls
$297K
Puts
$45K
Net Calls
+$252K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
101
Aspen Investment Management
Michigan
$240K +$240K +5,914 New
ACP
102
Aviance Capital Partners
Florida
$239K +$244 +6 +0.1%
SFB
103
STAR Financial Bank
Indiana
$239K -$164K -4,024 -41%
USCWA
104
U.S. Capital Wealth Advisors
Texas
$232K +$232K +5,700 New
Mariner
105
Mariner
Kansas
$228K +$228K +5,600 New
SLC
106
Second Line Capital
Louisiana
$225K
CGA
107
Crescent Grove Advisors
Illinois
$207K -$46.7K -1,150 -18%
FFN
108
Focus Financial Network
Minnesota
$203K -$40.1K -987 -16%
Citadel Advisors
109
Citadel Advisors
Florida
$169K -$392K -9,642 -70%
SWC
110
Spectrum Wealth Counsel
Indiana
$157K
Bank of America
111
Bank of America
North Carolina
$128K -$46.1K -1,134 -26%
BBPWM
112
Blue Bell Private Wealth Management
Pennsylvania
$83.3K
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$73.2K
Comerica Bank
114
Comerica Bank
Texas
$58.5K
AG
115
AmeriFlex Group
Nevada
$49.1K
LFG
116
Larson Financial Group
Missouri
$41.4K +$41.4K +1,019 New
GI
117
GAMMA Investing
California
$34.1K +$34.1K +840 New
BFP
118
Briaud Financial Planning
Texas
$28K
PPA
119
Painted Porch Advisors
California
$17.1K
WSFS
120
Wilmington Savings Fund Society
Delaware
$16.7K +$16.7K +411 New
MSWM
121
Mowery & Schoenfeld Wealth Management
Illinois
$15.1K +$15.1K +372 New
PC
122
Promus Capital
Illinois
$12.2K
JFG
123
JDM Financial Group
Texas
$11.1K
FFL
124
Financial Freedom LLC
Ohio
$8.69K +$41 +1 +0.5%
S
125
SignatureFD
Georgia
$8.54K +$41 +1 +0.5%