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Horizon Kinetics Inflation Beneficiaries ETF
INFL

170 hedge funds and large institutions have $732M 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, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more call options, than puts

Call options by funds: $466K | Put options by funds: $69K

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $628M → $732M (+$103M)

16% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 51

12% more funds holding

Funds holding: 152 → 170 (+18)

2.65% more ownership

Funds ownership: 54.48% → 57.13% (+2.6%)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

Holders
170
Holders Change
+18
Holders Change %
+11.84%
% of All Funds
2.73%
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
51
Closed
13
Calls
$466K
Puts
$69K
Net Calls
+$397K
Net Calls Change
+$287K

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$11.2M
2
PI
Parkside Investments
Illinois
+$8.39M
3
SGCA
Steel Grove Capital Advisors
Tennessee
+$7.34M
4
Jane Street
Jane Street
New York
+$5.35M
5
ET
Equitable Trust
Tennessee
+$4.86M

Top Sellers

Rank Fund Capital Flow
1
TW
TrinityPoint Wealth
Connecticut
-$9.64M
2
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
-$6.14M
3
FFA
First Foundation Advisors
California
-$5.85M
4
ACA
Aptus Capital Advisors
Alabama
-$4.22M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCFS
126
S.C. Financial Services
Arizona
$269K -$151K -4,858 -36%
PA
127
Pinnacle Associates
New York
$264K – – –
Mariner
128
Mariner
Kansas
$260K +$18.6K +600 +8%
GDP
129
Great Diamond Partners
Maine
$257K +$253K +8,171 New
KFP
130
KMG Fiduciary Partners
Ohio
$249K +$245K +7,900 New
SC
131
Solstein Capital
California
$234K +$230K +7,430 New
VWA
132
Visionary Wealth Advisors
Illinois
$232K -$38.6K -1,244 -14%
DIM
133
Delta Investment Management
California
$226K – – –
USCWA
134
U.S. Capital Wealth Advisors
Texas
$225K +$222K +7,151 New
KWM
135
Kingsview Wealth Management
Oregon
$214K +$211K +6,800 New
AFP
136
Ausdal Financial Partners
Iowa
$212K +$209K +6,734 New
BAM
137
Belpointe Asset Management
Nevada
$210K +$25.2K +813 +14%
CWM
138
Congress Wealth Management
Massachusetts
$207K +$204K +6,577 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$206K – – –
MOS
140
MGO One Seven
Ohio
$206K +$203K +6,538 New
NDSI
141
Newman Dignan & Sheerar Inc
Rhode Island
$203K +$200K +6,450 New
PAG
142
Private Advisor Group
New Jersey
$200K -$123K -3,965 -30%
PA
143
Parallel Advisors
California
$192K -$77.8K -2,508 -29%
AA
144
Ancora Advisors
Ohio
$153K -$386K -12,450 -72%
AA
145
AlphaMark Advisors
Kentucky
$133K – – –
BBPWM
146
Blue Bell Private Wealth Management
Pennsylvania
$129K +$127K +4,100 New
JWA
147
JFS Wealth Advisors
Pennsylvania
$107K – – –
CFD
148
Creative Financial Designs
Indiana
$104K +$103K +3,315 New
FRA
149
Front Row Advisors
California
$87K – – –
CA
150
Clearstead Advisors
Ohio
$74.7K – – –
4 5
6
7 8

INFL Hedge Fund Activity: Q4 2022 in Review

170 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q4 2022, worth a combined $732M — up 16% from $628M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new INFL positions and 13 closed out — a net gain of 22 holders — while 59 added to existing stakes and 51 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $11.2M. The largest seller was TrinityPoint Wealth, cutting an estimated $9.64M.

  • 170 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q4 2022, up from 152 in Q3 2022.
  • Funds reported $732M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q4 2022, up 16% quarter-over-quarter.
  • 35 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q4 2022 and 13 closed out, a net change of +22 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q4 2022 was Rockefeller Capital Management, an estimated $11.2M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q4 2022 was TrinityPoint Wealth, an estimated $9.64M sold.

Based on aggregated 13F filings for Q4 2022.