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Horizon Kinetics Inflation Beneficiaries ETF

150 hedge funds and large institutions have $798M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

76% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 38

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more capital invested

Capital invested by funds: $688M → $798M (+$110M)

7% more funds holding

Funds holding: 140150 (+10)

2.8% more ownership

Funds ownership: 60.5%63.3% (+2.8%)

Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
1.97%
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
67
Reduced
38
Closed
13
Calls
$620K
Puts
Net Calls
+$620K
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$396K +$371 +9 +0.1%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$383K -$51.7K -1,255 -12%
PWA
103
Principia Wealth Advisory
Texas
$372K +$44.1K +1,069 +14%
CHJWM
104
Carlton Hofferkamp & Jenks Wealth Management
Texas
$335K -$30.8K -746 -8%
MIM
105
Macroview Investment Management
Maryland
$332K +$247 +6 +0.1%
NEPWA
106
New England Private Wealth Advisors
Massachusetts
$322K +$318K +7,725 New
BRWA
107
B. Riley Wealth Advisors
Florida
$310K +$303K +7,346 New
USCWA
108
U.S. Capital Wealth Advisors
Texas
$299K +$57.7K +1,400 +25%
LA
109
LM Advisors
California
$298K +$292K +7,074 New
MML Investors Services
110
MML Investors Services
Massachusetts
$297K -$30.3K -735 -9%
Creative Planning
111
Creative Planning
Kansas
$276K -$2.35K -57 -0.9%
AIM
112
Aspen Investment Management
Michigan
$249K
ACP
113
Aviance Capital Partners
Florida
$249K +$247 +6 +0.1%
DADC
114
D.A. Davidson & Co
Montana
$221K +$216K +5,238 New
SLC
115
Second Line Capital
Louisiana
$219K -$14.3K -346 -6%
FFN
116
Focus Financial Network
Minnesota
$208K -$2.56K -62 -1%
SC
117
Scotia Capital
Ontario, Canada
$205K +$201K +4,870 New
EFS
118
Essex Financial Services
Connecticut
$202K +$197K +4,788 New
MFG
119
Magnus Financial Group
New York
$201K +$197K +4,773 New
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$113K -$141K -3,430 -56%
Bank of America
121
Bank of America
North Carolina
$89.2K -$43.1K -1,045 -33%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$88.6K +$12.4K +300 +17%
BBPWM
123
Blue Bell Private Wealth Management
Pennsylvania
$86.4K
BOJHT
124
Bank of Jackson Hole Trust
Wyoming
$60.4K +$59.1K +1,433 New
AG
125
AmeriFlex Group
Nevada
$50.9K

INFL Hedge Fund Activity: Q2 2025 in Review

150 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2025, worth a combined $798M — up 16% from $688M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new INFL positions and 13 closed out — a net gain of 11 holders — while 67 added to existing stakes and 38 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.9M. The largest seller was Coppell Advisory Solutions, exiting entirely with an estimated $3M sold.

  • 150 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2025, up from 140 in Q1 2025.
  • Funds reported $798M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 24 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2025 and 13 closed out, a net change of +11 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $25.9M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2025 was Coppell Advisory Solutions, an estimated $3M sold.

Based on aggregated 13F filings for Q2 2025.