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Horizon Kinetics Inflation Beneficiaries ETF
INFL

152 hedge funds and large institutions have $628M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 10 → 15 (+5)

40% more call options, than puts

Call options by funds: $384K | Put options by funds: $274K

32% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 47

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

1.93% more ownership

Funds ownership: 52.55% → 54.48% (+1.9%)

1% more funds holding

Funds holding: 150 → 152 (+2)

8% less capital invested

Capital invested by funds: $684M → $628M (-$55.5M)

Holders
152
Holders Change
+2
Holders Change %
+1.33%
% of All Funds
2.62%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
17
Increased
62
Reduced
47
Closed
13
Calls
$384K
Puts
$274K
Net Calls
+$110K
Net Calls Change
+$33K

Top Buyers

Rank Fund Capital Flow
1
ICG
InterOcean Capital Group
Tennessee
+$8.21M
2
CIA
Compass Ion Advisors
Pennsylvania
+$7.12M
3
ECG
Edge Capital Group
Georgia
+$7.06M
4
NEPWA
New England Private Wealth Advisors
Massachusetts
+$6.67M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$4.95M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$46.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$11.2M
3
Jane Street
Jane Street
New York
-$7.27M
4
Wells Fargo
Wells Fargo
California
-$5.3M
5
ET
Equitable Trust
Tennessee
-$4.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
126
Delta Investment Management
California
$200K – – –
SOS
127
Silver Oak Securities
Tennessee
$183K -$1.61M -54,066 -90%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$182K – – –
BAM
129
Belpointe Asset Management
Nevada
$163K +$175K +5,861 New
GRP
130
Global Retirement Partners
California
$133K +$93.8K +3,149 +260%
AA
131
AlphaMark Advisors
Kentucky
$118K – – –
SMG
132
Spectrum Management Group
Indiana
$106K +$51.5K +1,730 +83%
JWA
133
JFS Wealth Advisors
Pennsylvania
$95K – – –
FRA
134
Front Row Advisors
California
$77K – – –
APW
135
Axim Planning & Wealth
Ohio
$71K +$37K +1,243 +96%
CA
136
Clearstead Advisors
Ohio
$66K – – –
JFGIW
137
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K – – –
HI
138
Hudock Inc
Pennsylvania
$27K – – –
First Manhattan
139
First Manhattan
New York
$22K -$661K -22,200 -97%
TWC
140
TD Waterhouse Canada
Ontario, Canada
$13.8K -$20.9K -700 -67%
WT
141
Washington Trust
Rhode Island
$10K – – –
US Bancorp
142
US Bancorp
Minnesota
$6K – – –
AWM
143
Accel Wealth Management
Iowa
$6K +$30 +1 +0.5%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$5K -$85K -2,854 -94%
CG
145
Cutler Group
California
$5K -$5.9K -198 -50%
VFPW
146
Vantage Financial Partners (Wisconsin)
Wisconsin
$4K +$2.86K +96 +0.6%
TRCT
147
Tower Research Capital (TRC)
New York
$4K +$3.81K +128 New
FMP
148
Financial Management Professionals
Texas
$3K – – –
SBL
149
Sargent Bickham Lagudis
Colorado
$2K +$2.62K +88 New
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$87 – – –
3 4 5
6
7

INFL Hedge Fund Activity: Q3 2022 in Review

152 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q3 2022, worth a combined $628M — down 8.1% from $684M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new INFL positions and 13 closed out — a net gain of 4 holders — while 62 added to existing stakes and 47 trimmed.

The largest buyer was InterOcean Capital Group, opening a new position worth an estimated $8.21M. The largest seller was JP Morgan Chase, cutting an estimated $46.8M.

  • 152 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q3 2022, up from 150 in Q2 2022.
  • Funds reported $628M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 17 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q3 2022 and 13 closed out, a net change of +4 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q3 2022 was InterOcean Capital Group, an estimated $8.21M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q3 2022 was JP Morgan Chase, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2022.