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Horizon Kinetics Inflation Beneficiaries ETF

150 hedge funds and large institutions have $684M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 22

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

25% more call options, than puts

Call options by funds: $382K | Put options by funds: $305K

2% more funds holding

Funds holding: 147150 (+3)

1.07% more ownership

Funds ownership: 51.49%52.55% (+1.1%)

2% more capital invested

Capital invested by funds: $671M → $684M (+$12.5M)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
150
Holders Change
+3
Holders Change %
+2.04%
% of All Funds
2.53%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
25
Increased
84
Reduced
22
Closed
19
Calls
$382K
Puts
$305K
Net Calls
+$77K
Net Calls Change
-$352K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
126
Morgan Stanley
New York
$197K +$36.2K +1,145 +20%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$186K +$44.3K +1,400 +27%
Bank of America
128
Bank of America
North Carolina
$146K -$74K -2,338 -31%
AA
129
AlphaMark Advisors
Kentucky
$121K
JWA
130
JFS Wealth Advisors
Pennsylvania
$97K
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$86K +$95.8K +3,027 New
FRA
132
Front Row Advisors
California
$78K
CA
133
Clearstead Advisors
Ohio
$68K +$75.1K +2,372 New
SMG
134
Spectrum Management Group
Indiana
$60K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$47K +$36.5K +1,152 +230%
APW
136
Axim Planning & Wealth
Ohio
$37K +$41.1K +1,300 New
GRP
137
Global Retirement Partners
California
$35K +$601 +19 +2%
TWC
138
TD Waterhouse Canada
Ontario, Canada
$33.3K +$11.1K +352 +50%
JFGIW
139
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K
HI
140
Hudock Inc
Pennsylvania
$28K
TCWM
141
Total Clarity Wealth Management
Illinois
$16K +$17.3K +547 New
CG
142
Cutler Group
California
$11K -$75.9K -2,400 -86%
WT
143
Washington Trust
Rhode Island
$10K +$11.1K +350 New
PFS
144
Prospera Financial Services
Texas
$7K
US Bancorp
145
US Bancorp
Minnesota
$6K
AWM
146
Accel Wealth Management
Iowa
$6K +$63 +2 +1%
Simplex Trading
147
Simplex Trading
Illinois
$4K +$4.62K +146 New
FMP
148
Financial Management Professionals
Texas
$3K
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$87
FCM
150
Fourpath Capital Management
Oklahoma
-$3.38M -101,482 Closed

INFL Hedge Fund Activity: Q2 2022 in Review

150 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2022, worth a combined $684M — up 1.9% from $671M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new INFL positions and 19 closed out — a net gain of 6 holders — while 84 added to existing stakes and 22 trimmed.

The largest buyer was UBS Group, adding an estimated $14.3M. The largest seller was Fourpath Capital Management, exiting entirely with an estimated $3.38M sold.

  • 150 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2022, up from 147 in Q1 2022.
  • Funds reported $684M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2022, up 1.9% quarter-over-quarter.
  • 25 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2022 and 19 closed out, a net change of +6 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2022 was UBS Group, an estimated $14.3M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2022 was Fourpath Capital Management, an estimated $3.38M sold.

Based on aggregated 13F filings for Q2 2022.