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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$11.2M |
| 2 |
PI
Parkside Investments
Deerfield,
Illinois
|
+$8.39M |
| 3 |
SGCA
Steel Grove Capital Advisors
Memphis,
Tennessee
|
+$7.34M |
| 4 |
Jane Street
New York
|
+$5.35M |
| 5 |
ET
Equitable Trust
Nashville,
Tennessee
|
+$4.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
TrinityPoint Wealth
Milford,
Connecticut
|
-$9.64M |
| 2 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
-$6.14M |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
-$5.85M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$4.22M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Prudential Financial
Newark,
New Jersey
| – | -$243K | -8,422 | Closed |
|
|
AWS
177
Atria Wealth Solutions
New York
| – | -$218K | -7,837 | Closed |
|
178
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$87 | -2,943 | Closed |
|
|
APW
179
Axim Planning & Wealth
Springboro,
Ohio
| – | -$71K | -2,543 | Closed |
|
|
HI
180
Hudock Inc
Williamsport,
Pennsylvania
| – | -$27K | -1,000 | Closed |
|
|
CG
181
Cutler Group
San Francisco,
California
| – | -$6.2K | -200 | Closed |
|
|
TRCT
182
Tower Research Capital (TRC)
New York
| – | -$4K | -128 | Closed |
|
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.