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Horizon Kinetics Inflation Beneficiaries ETF

168 hedge funds and large institutions have $731M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+18
Holders Change %
+12%
% of All Funds
2.71%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
35
Increased
59
Reduced
50
Closed
13
Calls
$466K
Puts
$69K
Net Calls
+$397K
Net Calls Change
+$287K
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
126
Mariner
Kansas
$260K +$18.9K +600 +8%
GDP
127
Great Diamond Partners
Maine
$257K +$257K +8,171 New
KFP
128
KMG Fiduciary Partners
Ohio
$249K +$249K +7,900 New
SC
129
Solstein Capital
California
$234K +$234K +7,430 New
VWA
130
Visionary Wealth Advisors
Illinois
$232K -$39.2K -1,244 -14%
DIM
131
Delta Investment Management
California
$226K
USCWA
132
U.S. Capital Wealth Advisors
Texas
$225K +$225K +7,151 New
KWM
133
Kingsview Wealth Management
Oregon
$214K +$214K +6,800 New
AFP
134
Ausdal Financial Partners
Iowa
$212K +$212K +6,734 New
BAM
135
Belpointe Asset Management
Nevada
$210K +$25.6K +813 +14%
CWM
136
Congress Wealth Management
Massachusetts
$207K +$207K +6,577 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$206K
MOS
138
MGO One Seven
Ohio
$206K +$206K +6,538 New
NDSI
139
Newman Dignan & Sheerar Inc
Rhode Island
$203K +$203K +6,450 New
PAG
140
Private Advisor Group
New Jersey
$200K -$85.5K -3,965 -30%
PA
141
Parallel Advisors
California
$192K -$79K -2,508 -29%
AA
142
Ancora Advisors
Ohio
$153K -$393K -12,450 -72%
AA
143
AlphaMark Advisors
Kentucky
$133K
BBPWM
144
Blue Bell Private Wealth Management
Pennsylvania
$129K +$129K +4,100 New
JWA
145
JFS Wealth Advisors
Pennsylvania
$107K
CFD
146
Creative Financial Designs
Indiana
$104K +$104K +3,315 New
FRA
147
Front Row Advisors
California
$87K
CA
148
Clearstead Advisors
Ohio
$74.7K
UIA
149
Ulland Investment Advisors
Minnesota
$42K +$42K +1,350 New
JFGIW
150
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K