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Horizon Kinetics Inflation Beneficiaries ETF

163 hedge funds and large institutions have $695M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-5
Holders Change %
-2.98%
% of All Funds
2.61%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
20
Increased
64
Reduced
54
Closed
20
Calls
$244K
Puts
$19K
Net Calls
+$225K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$226K +$226K +7,324 New
BCI
127
Brinker Capital Investments
Pennsylvania
$223K +$223K +7,216 New
OPS
128
Orion Portfolio Solutions
Nebraska
$223K +$223K +7,216 New
WP
129
WealthPLAN Partners
Nebraska
$218K -$92.5K -2,999 -30%
PWM
130
PRW Wealth Management
Massachusetts
$217K -$355K -11,480 -62%
LSA
131
Lion Street Advisors
Texas
$216K +$216K +7,020 New
USCWA
132
U.S. Capital Wealth Advisors
Texas
$211K -$9.72K -315 -4%
KWM
133
Kingsview Wealth Management
Oregon
$210K
AFP
134
Ausdal Financial Partners
Iowa
$209K +$1.76K +57 +0.8%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$202K
BBPWM
136
Blue Bell Private Wealth Management
Pennsylvania
$126K
AA
137
Ancora Advisors
Ohio
$120K -$29.3K -950 -20%
JWA
138
JFS Wealth Advisors
Pennsylvania
$105K
PA
139
Parallel Advisors
California
$104K -$83.3K -2,700 -44%
CFD
140
Creative Financial Designs
Indiana
$89.8K -$12.5K -405 -12%
WIM
141
WealthPlan Investment Management
Nebraska
$86.6K -$224K -7,271 -72%
FRA
142
Front Row Advisors
California
$85K
SC
143
Solstein Capital
California
$84.2K -$145K -4,700 -63%
CA
144
Clearstead Advisors
Ohio
$73.2K
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$46K +$46K +1,506 New
UIA
146
Ulland Investment Advisors
Minnesota
$42K
First Manhattan
147
First Manhattan
New York
$40.1K +$15.4K +500 +63%
JFGIW
148
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.3K
CSPIA
149
Cary Street Partners Investment Advisory
Virginia
$23.6K +$62 +2 +0.3%
BAM
150
Belpointe Asset Management
Nevada
$23.1K -$183K -5,924 -89%