We are live on ! Find out more
INFL icon

Horizon Kinetics Inflation Beneficiaries ETF

148 hedge funds and large institutions have $619M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,333% more call options, than puts

Call options by funds: $43K | Put options by funds: $3K

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.48% more ownership

Funds ownership: 58.99%59.47% (+0.48%)

10% less funds holding

Funds holding: 164148 (-16)

11% less capital invested

Capital invested by funds: $695M → $619M (-$75.8M)

24% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 68

68% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 22

Holders
148
Holders Change
-16
Holders Change %
-9.76%
% of All Funds
2.32%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
7
Increased
52
Reduced
68
Closed
22
Calls
$43K
Puts
$3K
Net Calls
+$40K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
151
Lionsbridge Wealth Management
Florida
-$2.26M -73,185 Closed
SI
152
SimpliFi Inc
California
-$1.99M -64,381 Closed
DRS
153
Deane Retirement Strategies
Louisiana
-$1.82M -58,961 Closed
VCM
154
Vivaldi Capital Management
Illinois
-$1.05M -34,134 Closed
FFA
155
First Foundation Advisors
California
-$876K -28,410 Closed
GDP
156
Great Diamond Partners
Maine
-$327K -10,610 Closed
DZ Bank
157
DZ Bank
Germany
-$325K -10,560 Closed
LSAG
158
Lake Street Advisors Group
New Hampshire
-$312K -10,112 Closed
MFG
159
Magnus Financial Group
New York
-$260K -8,434 Closed
TA
160
Tiedemann Advisors
New York
-$251K -8,149 Closed
VWA
161
Visionary Wealth Advisors
Illinois
-$228K -7,377 Closed
LSA
162
Lion Street Advisors
Texas
-$216K -7,020 Closed
USCWA
163
U.S. Capital Wealth Advisors
Texas
-$211K -6,836 Closed
AFP
164
Ausdal Financial Partners
Iowa
-$209K -6,791 Closed
JWA
165
JFS Wealth Advisors
Pennsylvania
-$105K -3,400 Closed
BAM
166
Belpointe Asset Management
Nevada
-$23.1K -750 Closed
KM
167
Kalos Management
Georgia
-$15K -487 Closed
AWM
168
Accel Wealth Management
Iowa
-$6.3K -204 Closed
FMP
169
Financial Management Professionals
Texas
-$3K -100 Closed
C
170
Covestor
United Kingdom
-$398 -13 -54%

INFL Hedge Fund Activity: Q2 2023 in Review

148 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2023, worth a combined $619M — down 11% from $695M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of INFL and 7 opened new positions — a net loss of 15 holders — while 68 trimmed existing stakes and 52 added.

The largest buyer was Jane Street, adding an estimated $8.22M. The largest seller was Money Concepts Capital, exiting entirely with an estimated $34.3M sold.

  • 148 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2023, down from 164 in Q1 2023.
  • Funds reported $619M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2023, down 11% quarter-over-quarter.
  • 7 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2023 and 22 closed out, a net change of -15 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2023 was Jane Street, an estimated $8.22M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2023 was Money Concepts Capital, an estimated $34.3M sold.

Based on aggregated 13F filings for Q2 2023.