Horizon Kinetics Inflation Beneficiaries ETF
INFL
147 hedge funds and large institutions have $671M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 27 reducing their positions, and 12 closing their positions.
167% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 12
141% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 27
82% more capital invested
Capital invested by funds: $368M → $671M (+$303M)
71% more funds holding in top 10
Funds holding in top 10: 7 → 12 (+5)
45% more call options, than puts
Call options by funds: $1.38M | Put options by funds: $952K
16% more funds holding
Funds holding: 127 → 147 (+20)
9.08% more ownership
Funds ownership: 42.41% → 51.49% (+9.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$164M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$9.2M |
| 3 |
ET
Equitable Trust
Nashville,
Tennessee
|
+$9.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.57M |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$8.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AO
Advisor OS
Chicago,
Illinois
|
-$4.41M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$3.17M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$3.14M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.73M |
| 5 |
PWMG
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
-$1.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EA
151
Eudaimonia Advisors
Winchester,
Tennessee
| – | -$707K | -22,659 | Closed |
|
|
IIA
152
IPG Investment Advisors
San Diego,
California
| – | -$274K | -8,750 | Closed |
|
|
FA
153
Fermata Advisors
Sonoma,
California
| – | -$232K | -7,444 | Closed |
|
|
1WM
154
1900 Wealth Management
San Antonio,
Texas
| – | -$203K | -6,500 | Closed |
|
155
Simplex Trading
Chicago,
Illinois
| – | -$200K | -6,436 | Closed |
|
|
TWM
156
Tradition Wealth Management
Edina,
Minnesota
| – | -$62K | -2,000 | Closed |
|
157
Koshinski Asset Management
Decatur,
Illinois
| – | -$18K | -578 | Closed |
|
158
Fidelity Investments
Boston,
Massachusetts
| – | +$32 | +1 | New |
|
INFL Hedge Fund Activity: Q1 2022 in Review
147 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q1 2022, worth a combined $671M — up 82% from $368M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new INFL positions and 12 closed out — a net gain of 20 holders — while 65 added to existing stakes and 27 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $164M. The largest seller was Advisor OS, exiting entirely with an estimated $4.41M sold.
- 147 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q1 2022, up from 127 in Q4 2021.
- Funds reported $671M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q1 2022, up 82% quarter-over-quarter.
- 32 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q1 2022 and 12 closed out, a net change of +20 holders.
- The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $164M added.
- The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q1 2022 was Advisor OS, an estimated $4.41M sold.
Based on aggregated 13F filings for Q1 2022.