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Horizon Kinetics Inflation Beneficiaries ETF

150 hedge funds and large institutions have $798M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

76% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 38

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more capital invested

Capital invested by funds: $688M → $798M (+$110M)

7% more funds holding

Funds holding: 140150 (+10)

2.8% more ownership

Funds ownership: 60.5%63.3% (+2.8%)

Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
1.97%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
24
Increased
67
Reduced
38
Closed
13
Calls
$620K
Puts
Net Calls
+$620K
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
126
Comerica Bank
Texas
$43K -$17.4K -421 -29%
PTC
127
Private Trust Company
Ohio
$36.5K +$31.7K +769 +801%
GI
128
GAMMA Investing
California
$35.4K
AAS
129
Ameritas Advisory Services
Nebraska
$31.2K +$30.6K +741 New
BFP
130
Briaud Financial Planning
Texas
$30K
EPAM
131
Evelyn Partners Asset Management
$27K
WSFS
132
Wilmington Savings Fund Society
Delaware
$20.2K +$2.76K +67 +16%
PPA
133
Painted Porch Advisors
California
$17.7K
PC
134
Promus Capital
Illinois
$12.7K
JFG
135
JDM Financial Group
Texas
$11.5K
TPWA
136
Twin Peaks Wealth Advisors
California
$9.82K +$9.61K +233 New
AWM
137
AE Wealth Management
Kansas
$9.07K +$8.86K +215 New
FFL
138
Financial Freedom LLC
Ohio
$9.05K +$41 +1 +0.5%
S
139
SignatureFD
Georgia
$8.89K +$41 +1 +0.5%
CA
140
CoreCap Advisors
Michigan
$6.68K
Group One Trading
141
Group One Trading
Illinois
$4.22K +$4.12K +100 New
NS
142
NBC Securities
Alabama
$4K
SAM
143
Smartleaf Asset Management
Massachusetts
$2.63K
GRP
144
Global Retirement Partners
California
$2.62K +$2.56K +62 New
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$2.57K -$371 -9 -13%
PA
146
Parallel Advisors
California
$2.11K
Bessemer Group
147
Bessemer Group
New Jersey
$2K
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$1.73K +$1.69K +41 New
US Bancorp
149
US Bancorp
Minnesota
$1.31K -$1.11K -27 -47%
Simplex Trading
150
Simplex Trading
Illinois
$1K +$1.52K +37 New

INFL Hedge Fund Activity: Q2 2025 in Review

150 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2025, worth a combined $798M — up 16% from $688M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new INFL positions and 13 closed out — a net gain of 11 holders — while 67 added to existing stakes and 38 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.9M. The largest seller was Coppell Advisory Solutions, exiting entirely with an estimated $3M sold.

  • 150 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2025, up from 140 in Q1 2025.
  • Funds reported $798M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 24 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2025 and 13 closed out, a net change of +11 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $25.9M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2025 was Coppell Advisory Solutions, an estimated $3M sold.

Based on aggregated 13F filings for Q2 2025.