Horizon Kinetics Inflation Beneficiaries ETF
INFL
109 hedge funds and large institutions have $349M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 56 reducing their positions, and 28 closing their positions.
970% more call options, than puts
Call options by funds: $107K | Put options by funds: $10K
5.1% more ownership
Funds ownership: 49.29% → 54.39% (+5.1%)
4% more capital invested
Capital invested by funds: $337M → $349M (+$12M)
17% less funds holding
Funds holding: 132 → 109 (-23)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
52% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 56
71% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$113M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$2.4M |
| 3 |
Bank of New York Mellon
New York
|
+$1.58M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.34M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRC
Shufro Rose & Co
New York
|
-$34.8M |
| 2 |
ET
Equitable Trust
Nashville,
Tennessee
|
-$16.6M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$9.48M |
| 4 |
SGCA
Steel Grove Capital Advisors
Memphis,
Tennessee
|
-$5.63M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$4.55M |
INFL Hedge Fund Activity: Q1 2024 in Review
109 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q1 2024, worth a combined $349M — up 3.6% from $337M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of INFL and 8 opened new positions — a net loss of 20 holders — while 56 trimmed existing stakes and 27 added.
The largest buyer was JP Morgan Chase, adding an estimated $113M. The largest seller was Shufro Rose & Co, exiting entirely with an estimated $34.8M sold.
- 109 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q1 2024, down from 132 in Q4 2023.
- Funds reported $349M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q1 2024, up 3.6% quarter-over-quarter.
- 8 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q1 2024 and 28 closed out, a net change of -20 holders.
- The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $113M added.
- The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q1 2024 was Shufro Rose & Co, an estimated $34.8M sold.
Based on aggregated 13F filings for Q1 2024.