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Horizon Kinetics Inflation Beneficiaries ETF
INFL

170 hedge funds and large institutions have $732M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more call options, than puts

Call options by funds: $466K | Put options by funds: $69K

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $628M → $732M (+$103M)

16% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 51

12% more funds holding

Funds holding: 152 → 170 (+18)

2.65% more ownership

Funds ownership: 54.48% → 57.13% (+2.6%)

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

Holders
170
Holders Change
+18
Holders Change %
+11.84%
% of All Funds
2.73%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
35
Increased
59
Reduced
51
Closed
13
Calls
$466K
Puts
$69K
Net Calls
+$397K
Net Calls Change
+$287K

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$11.2M
2
PI
Parkside Investments
Illinois
+$8.39M
3
SGCA
Steel Grove Capital Advisors
Tennessee
+$7.34M
4
Jane Street
Jane Street
New York
+$5.35M
5
ET
Equitable Trust
Tennessee
+$4.86M

Top Sellers

Rank Fund Capital Flow
1
TW
TrinityPoint Wealth
Connecticut
-$9.64M
2
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
-$6.14M
3
FFA
First Foundation Advisors
California
-$5.85M
4
ACA
Aptus Capital Advisors
Alabama
-$4.22M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
151
Ulland Investment Advisors
Minnesota
$42K +$41.9K +1,350 New
JFGIW
152
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K – – –
GI
153
Gradient Investments
Minnesota
$25.3K +$24.9K +804 New
First Manhattan
154
First Manhattan
New York
$25.2K – – –
CSPIA
155
Cary Street Partners Investment Advisory
Virginia
$24.1K +$23.7K +764 New
TWC
156
TD Waterhouse Canada
Ontario, Canada
$14.8K – – –
WT
157
Washington Trust
Rhode Island
$11K – – –
FFL
158
Financial Freedom LLC
Ohio
$6.45K +$6.36K +205 New
AWM
159
Accel Wealth Management
Iowa
$6.42K – – –
US Bancorp
160
US Bancorp
Minnesota
$6.26K – – –
MSCM
161
McElhenny Sheffield Capital Management
Texas
$4.79K +$4.71K +152 New
TWA
162
TCI Wealth Advisors
Arizona
$4.5K +$4.43K +143 New
CA
163
CoreCap Advisors
Michigan
$4K +$3.94K +127 New
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$3.68K -$1.74K -56 -32%
FMP
165
Financial Management Professionals
Texas
$3K – – –
SBL
166
Sargent Bickham Lagudis
Colorado
$2.77K – – –
JFG
167
JDM Financial Group
Texas
$2.49K +$2.45K +79 New
OIS
168
Okabena Investment Services
Minnesota
$1.04K +$1.02K +33 New
C
169
Covestor
United Kingdom
$1K +$744 +24 New
CFGS
170
Concourse Financial Group Securities
Alabama
$314 – – –
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
– -$2.39M -76,996 Closed
SI
172
Stephens Inc
Arkansas
– -$1.36M -48,850 Closed
VFPW
173
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$4K -15,236 Closed
RSWM
174
Robertson Stephens Wealth Management
California
– -$364K -13,115 Closed
SFG
175
Sowa Financial Group
Rhode Island
– -$295K -10,609 Closed
4 5 6
7
8

INFL Hedge Fund Activity: Q4 2022 in Review

170 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q4 2022, worth a combined $732M — up 16% from $628M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new INFL positions and 13 closed out — a net gain of 22 holders — while 59 added to existing stakes and 51 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $11.2M. The largest seller was TrinityPoint Wealth, cutting an estimated $9.64M.

  • 170 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q4 2022, up from 152 in Q3 2022.
  • Funds reported $732M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q4 2022, up 16% quarter-over-quarter.
  • 35 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q4 2022 and 13 closed out, a net change of +22 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q4 2022 was Rockefeller Capital Management, an estimated $11.2M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q4 2022 was TrinityPoint Wealth, an estimated $9.64M sold.

Based on aggregated 13F filings for Q4 2022.