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Horizon Kinetics Inflation Beneficiaries ETF

138 hedge funds and large institutions have $687M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
1.87%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
25
Increased
60
Reduced
30
Closed
10
Calls
$297K
Puts
$45K
Net Calls
+$252K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
126
CoreCap Advisors
Michigan
$6.43K +$3.71K +91 +136%
MG
127
Mather Group
Illinois
$6.34K
NS
128
NBC Securities
Alabama
$4K +$4K +100 New
PTC
129
Private Trust Company
Ohio
$3.9K -$109K -2,681 -97%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$2.85K -$10.2K -252 -78%
SAM
131
Smartleaf Asset Management
Massachusetts
$2.55K
TC
132
Truvestments Capital
Florida
$2.4K
US Bancorp
133
US Bancorp
Minnesota
$2.36K +$1.1K +27 +87%
CSC
134
Caldwell Sutter Capital
California
$2.11K
PA
135
Parallel Advisors
California
$2.03K +$2.03K +50 New
Bessemer Group
136
Bessemer Group
New Jersey
$2K +$2K +38 New
Kayne Anderson Rudnick Investment Management
137
Kayne Anderson Rudnick Investment Management
California
$1.8K +$1.8K +44 New
CWM
138
Cranbrook Wealth Management
Michigan
$1.38K +$1.38K +34 New
Fidelity Investments
139
Fidelity Investments
Massachusetts
$41 +$41 +1 New
FCM
140
Fourpath Capital Management
Oklahoma
-$11.5M -301,474 Closed
FTUS
141
Flow Traders U.S.
New York
-$6.5M -170,753 Closed
Corient Private Wealth
142
Corient Private Wealth
Florida
-$3.21K -84,221 Closed
HF
143
HRT Financial
New York
-$476K -12,508 Closed
NEPWA
144
New England Private Wealth Advisors
Massachusetts
-$293K -7,688 Closed
BlackRock
145
BlackRock
New York
-$105K -2,765 Closed
VAG
146
VisionPoint Advisory Group
Texas
-$84.8K -2,201 Closed
QC
147
Quent Capital
New York
-$3.16K -83 Closed
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
-$781 -20 Closed
CFGS
149
Concourse Financial Group Securities
Alabama
-$407 -10 Closed