We are live on ! Find out more
INFL icon

Horizon Kinetics Inflation Beneficiaries ETF

147 hedge funds and large institutions have $671M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

141% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 27

82% more capital invested

Capital invested by funds: $368M → $671M (+$303M)

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

45% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $952K

16% more funds holding

Funds holding: 127147 (+20)

9.08% more ownership

Funds ownership: 42.41%51.49% (+9.1%)

Holders
147
Holders Change
+20
Holders Change %
+15.75%
% of All Funds
2.32%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.19%
New
32
Increased
65
Reduced
27
Closed
12
Calls
$1.38M
Puts
$952K
Net Calls
+$429K
Net Calls Change
+$910K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
126
Cutler Group
California
$93K -$120K -3,800 -58%
FRA
127
Front Row Advisors
California
$92K +$86.7K +2,750 New
HNWAG
128
High Net Worth Advisory Group
Florida
$83K
SMG
129
Spectrum Management Group
Indiana
$70K
BFEC
130
Benjamin F. Edwards & Company
Missouri
$43K
GRP
131
Global Retirement Partners
California
$37K +$37.5K +1,190 New
JFGIW
132
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K
HI
133
Hudock Inc
Pennsylvania
$33K
CAGAS
134
Capital Advisory Group Advisory Services
Minnesota
$33K +$31.5K +1,000 New
HA
135
Herold Advisors
New York
$23.3K +$22.1K +700 New
TWC
136
TD Waterhouse Canada
Ontario, Canada
$21.9K -$15.8K -500 -42%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$17K
GAM
138
Gemmer Asset Management
California
$16K +$15.8K +500 New
PFS
139
Prospera Financial Services
Texas
$8K +$7.88K +250 New
US Bancorp
140
US Bancorp
Minnesota
$7K
AWM
141
Accel Wealth Management
Iowa
$7K +$32 +1 +0.5%
ZB
142
Zions Bancorporation
Utah
$5K +$4.51K +143 New
AIP
143
Ahrens Investment Partners
Louisiana
$3K
FMP
144
Financial Management Professionals
Texas
$3K
NDSI
145
Newman Dignan & Sheerar Inc
Rhode Island
$215 +$203K +6,448 New
AO
146
Advisor OS
Illinois
-$4.41M -141,248 Closed
FTUS
147
Flow Traders U.S.
New York
-$3.14M -100,672 Closed
PWMG
148
Pinnacle Wealth Management Group
Michigan
-$1.92M -61,597 Closed
SFS
149
Sowell Financial Services
Arkansas
-$1.76M -56,480 Closed
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
-$927K -29,399 Closed

INFL Hedge Fund Activity: Q1 2022 in Review

147 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q1 2022, worth a combined $671M — up 82% from $368M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new INFL positions and 12 closed out — a net gain of 20 holders — while 65 added to existing stakes and 27 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $164M. The largest seller was Advisor OS, exiting entirely with an estimated $4.41M sold.

  • 147 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q1 2022, up from 127 in Q4 2021.
  • Funds reported $671M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q1 2022, up 82% quarter-over-quarter.
  • 32 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q1 2022 and 12 closed out, a net change of +20 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $164M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q1 2022 was Advisor OS, an estimated $4.41M sold.

Based on aggregated 13F filings for Q1 2022.