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Horizon Kinetics Inflation Beneficiaries ETF

148 hedge funds and large institutions have $619M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,333% more call options, than puts

Call options by funds: $43K | Put options by funds: $3K

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.48% more ownership

Funds ownership: 58.99%59.47% (+0.48%)

10% less funds holding

Funds holding: 164148 (-16)

11% less capital invested

Capital invested by funds: $695M → $619M (-$75.8M)

24% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 68

68% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 22

Holders
148
Holders Change
-16
Holders Change %
-9.76%
% of All Funds
2.32%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
7
Increased
52
Reduced
68
Closed
22
Calls
$43K
Puts
$3K
Net Calls
+$40K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
126
Creative Financial Designs
Indiana
$89K +$31 +1 +0%
FRA
127
Front Row Advisors
California
$84K
SC
128
Solstein Capital
California
$83.5K
CA
129
Clearstead Advisors
Ohio
$72.5K
WIM
130
WealthPlan Investment Management
Nebraska
$69.7K -$16.2K -528 -19%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$53.3K +$53.4K +1,745 New
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$43K -$2.94K -96 -6%
PA
133
Parallel Advisors
California
$40.6K -$62.9K -2,057 -61%
First Manhattan
134
First Manhattan
New York
$39.7K
UIA
135
Ulland Investment Advisors
Minnesota
$37K -$3.83K -125 -9%
JFGIW
136
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K
CSPIA
137
Cary Street Partners Investment Advisory
Virginia
$23.6K +$184 +6 +0.8%
Bank of America
138
Bank of America
North Carolina
$20.5K -$1.49M -48,808 -99%
US Bancorp
139
US Bancorp
Minnesota
$19.2K +$13.1K +428 +215%
AA
140
Ancora Advisors
Ohio
$12.2K -$107K -3,500 -90%
WT
141
Washington Trust
Rhode Island
$10.7K
JFG
142
JDM Financial Group
Texas
$8.35K +$673 +22 +9%
FFL
143
Financial Freedom LLC
Ohio
$6.3K +$31 +1 +0.5%
BWS
144
Buck Wealth Strategies
Colorado
$3.76K
TWC
145
TD Waterhouse Canada
Ontario, Canada
$773 +$581 +19 New
HNB
146
Huntington National Bank
Ohio
$611
CFGS
147
Concourse Financial Group Securities
Alabama
$307
Fidelity Investments
148
Fidelity Investments
Massachusetts
$306 +$275 +9 +900%
MCC
149
Money Concepts Capital
Florida
-$34.3M -473,438 Closed
ARC
150
Advisor Resource Council
Texas
-$3.01M -94,844 Closed

INFL Hedge Fund Activity: Q2 2023 in Review

148 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2023, worth a combined $619M — down 11% from $695M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of INFL and 7 opened new positions — a net loss of 15 holders — while 68 trimmed existing stakes and 52 added.

The largest buyer was Jane Street, adding an estimated $8.22M. The largest seller was Money Concepts Capital, exiting entirely with an estimated $34.3M sold.

  • 148 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2023, down from 164 in Q1 2023.
  • Funds reported $619M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2023, down 11% quarter-over-quarter.
  • 7 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2023 and 22 closed out, a net change of -15 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2023 was Jane Street, an estimated $8.22M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2023 was Money Concepts Capital, an estimated $34.3M sold.

Based on aggregated 13F filings for Q2 2023.