Horizon Kinetics Inflation Beneficiaries ETF
INFL
132 hedge funds and large institutions have $615M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 7 closing their positions.
526% more call options, than puts
Call options by funds: $263K | Put options by funds: $42K
300% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 7
80% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 30
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
23% more capital invested
Capital invested by funds: $499M → $615M (+$116M)
17% more funds holding
Funds holding: 113 → 132 (+19)
1.19% more ownership
Funds ownership: 58.74% → 59.93% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
+$64.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$9.29M |
| 3 |
Jane Street
New York
|
+$7.16M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$6.83M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$10.5M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.21M |
| 3 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$691K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$654K |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$350K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
126
CoreCap Advisors
Southfield,
Michigan
| $2.56K | – | – | – |
|
|
SAM
127
Smartleaf Asset Management
Boston,
Massachusetts
| $2.4K | – | – | – |
|
|
TC
128
Truvestments Capital
Sarasota,
Florida
| $2.25K | +$2.36K | +59 | New |
|
|
CSC
129
Caldwell Sutter Capital
Sausalito,
California
| $1.98K | – | – | – |
|
|
SWM
130
Sugarloaf Wealth Management
Duluth,
Georgia
| $1.42K | -$6.88K | -172 | -82% |
|
131
US Bancorp
Minneapolis,
Minnesota
| $1.18K | +$1.24K | +31 | New |
|
132
CIBC Private Wealth Group
Atlanta,
Georgia
| $781 | +$800 | +20 | New |
|
|
CFGS
133
Concourse Financial Group Securities
Birmingham,
Alabama
| $407 | – | – | – |
|
|
KAS
134
Kestra Advisory Services
Austin,
Texas
| – | -$1.21M | -32,092 | Closed |
|
|
TF
135
Trek Financial
Scottsdale,
Arizona
| – | -$691K | -18,380 | Closed |
|
|
PA
136
Pinnacle Associates
New York
| – | -$264K | -8,400 | Closed |
|
|
FRA
137
Front Row Advisors
Tiburon,
California
| – | -$103K | -2,750 | Closed |
|
138
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$68K | -1,821 | Closed |
|
139
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1.8K | -48 | Closed |
|
INFL Hedge Fund Activity: Q4 2024 in Review
132 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q4 2024, worth a combined $615M — up 23% from $499M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new INFL positions and 7 closed out — a net gain of 21 holders — while 54 added to existing stakes and 30 trimmed.
The largest buyer was Oxford Financial Group, adding an estimated $64.9M. The largest seller was JP Morgan Chase, cutting an estimated $10.5M.
- 132 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q4 2024, up from 113 in Q3 2024.
- Funds reported $615M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q4 2024, up 23% quarter-over-quarter.
- 28 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q4 2024 and 7 closed out, a net change of +21 holders.
- The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q4 2024 was Oxford Financial Group, an estimated $64.9M added.
- The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q4 2024 was JP Morgan Chase, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2024.