INFL icon

Horizon Kinetics Inflation Beneficiaries ETF
INFL

Overview Fund Activity

148 hedge funds and large institutions have $795M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+10
Holders Change %
+7.25%
% of All Funds
1.98%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
24
Increased
65
Reduced
38
Closed
13
Calls
$620K
Puts
–
Net Calls
+$620K
Net Calls Change
+$368K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$26.5M
2
Wells Fargo
Wells Fargo
California
+$7.83M
3
KIM
Kestra Investment Management
Texas
+$6.16M
4
ACA
Aptus Capital Advisors
Alabama
+$4.21M
5
WC
Waterloo Capital
Texas
+$4.02M

Top Sellers

1
CAS
Coppell Advisory Solutions
Texas
-$3M
2
UBS Group
UBS Group
Switzerland
-$2.43M
3
CFB
Cullen/Frost Bankers
Texas
-$2.08M
4
OPOWM
One Plus One Wealth Management
Florida
-$879K
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$671K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
101
Principia Wealth Advisory
Texas
$372K +$45.1K +1,069 +14%
CHJWM
102
Carlton Hofferkamp & Jenks Wealth Management
Texas
$335K -$31.1K -746 -8%
MIM
103
Macroview Investment Management
Maryland
$332K +$253 +6 +0.1%
NEPWA
104
New England Private Wealth Advisors
Massachusetts
$322K +$322K +7,725 New
BRWA
105
B. Riley Wealth Advisors
Florida
$310K +$310K +7,346 New
Osaic Holdings
106
Osaic Holdings
Arizona
$307K -$93.4K -2,423 -23%
USCWA
107
U.S. Capital Wealth Advisors
Texas
$299K +$59K +1,400 +25%
LA
108
LM Advisors
California
$298K +$298K +7,074 New
MML Investors Services
109
MML Investors Services
Massachusetts
$297K -$31K -735 -9%
Creative Planning
110
Creative Planning
Kansas
$276K -$2.4K -57 -0.9%
AIM
111
Aspen Investment Management
Michigan
$249K – – –
ACP
112
Aviance Capital Partners
Florida
$249K +$253 +6 +0.1%
DADC
113
D.A. Davidson & Co
Montana
$221K +$221K +5,238 New
SLC
114
Second Line Capital
Louisiana
$219K -$14.6K -346 -6%
FFN
115
Focus Financial Network
Minnesota
$208K -$2.61K -62 -1%
SC
116
Scotia Capital
Ontario, Canada
$205K +$205K +4,870 New
EFS
117
Essex Financial Services
Connecticut
$202K +$202K +4,788 New
MFG
118
Magnus Financial Group
New York
$201K +$201K +4,773 New
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$113K -$145K -3,430 -56%
Bank of America
120
Bank of America
North Carolina
$89.2K -$44.1K -1,045 -33%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$88.6K +$12.7K +300 +17%
BBPWM
122
Blue Bell Private Wealth Management
Pennsylvania
$86.4K – – –
BOJHT
123
Bank of Jackson Hole Trust
Wyoming
$60.4K +$60.4K +1,433 New
AG
124
AmeriFlex Group
Nevada
$50.9K – – –
Comerica Bank
125
Comerica Bank
Texas
$43K -$17.8K -421 -29%
3 4
5
6 7