Horizon Kinetics Inflation Beneficiaries ETF
INFL
143 hedge funds and large institutions have $483M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 71 reducing their positions, and 13 closing their positions.
3% less funds holding
Funds holding: 148 → 143 (-5)
4.32% less ownership
Funds ownership: 59.47% → 55.15% (-4.3%)
22% less capital invested
Capital invested by funds: $619M → $483M (-$137M)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
42% less funds holding in top 10
Funds holding in top 10: 12 → 7 (-5)
45% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRC
Shufro Rose & Co
New York
|
+$2.41M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.95M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.72M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.69M |
| 5 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$37.7M |
| 2 |
ET
Equitable Trust
Nashville,
Tennessee
|
-$29.1M |
| 3 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
-$8.81M |
| 4 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
-$8.72M |
| 5 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$7.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFG
151
Atomi Financial Group
New York
| – | -$293K | -9,586 | Closed |
|
152
Creative Planning
Overland Park,
Kansas
| – | -$262K | -8,585 | Closed |
|
|
WP
153
WealthPLAN Partners
Omaha,
Nebraska
| – | -$140K | -4,582 | Closed |
|
|
WIM
154
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$69.7K | -2,281 | Closed |
|
|
JFGIW
155
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$31K | -1,015 | Closed |
|
|
AA
156
Ancora Advisors
Cleveland,
Ohio
| – | -$12.2K | -400 | Closed |
|
INFL Hedge Fund Activity: Q3 2023 in Review
143 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q3 2023, worth a combined $483M — down 22% from $619M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of INFL and 10 opened new positions — a net loss of 3 holders — while 71 trimmed existing stakes and 39 added.
The largest buyer was Shufro Rose & Co, adding an estimated $2.41M. The largest seller was Aptus Capital Advisors, cutting an estimated $37.7M.
- 143 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q3 2023, down from 148 in Q2 2023.
- Funds reported $483M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q3 2023, down 22% quarter-over-quarter.
- 10 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q3 2023 and 13 closed out, a net change of -3 holders.
- The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q3 2023 was Shufro Rose & Co, an estimated $2.41M added.
- The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q3 2023 was Aptus Capital Advisors, an estimated $37.7M sold.
Based on aggregated 13F filings for Q3 2023.