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Horizon Kinetics Inflation Beneficiaries ETF
INFL

24 hedge funds and large institutions have $24.7M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

18.8% more ownership

Funds ownership: 0% → 18.8% (+19%)

Holders
24
Holders Change
+24
Holders Change %
–
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TW
TrinityPoint Wealth
Connecticut
+$6.09M
2
PHS
Pekin Hardy Strauss
Illinois
+$3.67M
3
PC
Pecaut & Co
Iowa
+$2.52M
4
KPW
Kore Private Wealth
New York
+$1.68M
5
Jane Street
Jane Street
New York
+$1.52M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1
TrinityPoint Wealth
Connecticut
$6.34M +$6.09M +234,045 New
PHS
2
Pekin Hardy Strauss
Illinois
$3.82M +$3.67M +140,995 New
PC
3
Pecaut & Co
Iowa
$2.63M +$2.52M +96,835 New
KPW
4
Kore Private Wealth
New York
$1.75M +$1.68M +64,733 New
Jane Street
5
Jane Street
New York
$1.59M +$1.52M +58,489 New
HKAM
6
Horizon Kinetics Asset Management
New York
$1.23M +$1.18M +45,375 New
UCFA
7
United Capital Financial Advisors
Texas
$1.2M +$1.16M +44,425 New
MC
8
Moors & Cabot
Massachusetts
$1.2M +$1.14M +43,990 New
OCPWS
9
One Charles Private Wealth Services
Massachusetts
$1.2M +$1.15M +44,227 New
NW
10
NewEdge Wealth
Pennsylvania
$1.07M +$1.02M +39,325 New
First Manhattan
11
First Manhattan
New York
$707K +$679K +26,100 New
BS
12
Boenning & Scattergood
Pennsylvania
$668K +$641K +24,648 New
KAS
13
Kestra Advisory Services
Texas
$308K +$295K +11,350 New
CHJWM
14
Carlton Hofferkamp & Jenks Wealth Management
Texas
$292K +$261K +10,050 New
BWA
15
Beam Wealth Advisors
Louisiana
$212K +$204K +7,838 New
OMC
16
Old Mission Capital
Illinois
$205K +$196K +7,550 New
SC
17
Solstein Capital
California
$76K +$72.5K +2,785 New
SPIA
18
Steward Partners Investment Advisory
New York
$74.2K +$71.2K +2,738 New
Osaic Holdings
19
Osaic Holdings
Arizona
$73K +$70.2K +2,700 New
SMG
20
Spectrum Management Group
Indiana
$37K +$35.3K +1,355 New
NFSG
21
Newbridge Financial Services Group
Florida
$35K +$33.8K +1,300 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$11K +$10.4K +400 New
APA
23
American Portfolios Advisors
New York
$10.8K +$10.4K +400 New
SWM
24
Sugarloaf Wealth Management
Georgia
$5 +$5.2K +200 New

INFL Hedge Fund Activity: Q1 2021 in Review

24 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q1 2021, worth a combined $24.7M.

Buyers outnumbered sellers: 24 funds opened new INFL positions and 0 closed out — a net gain of 24 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was TrinityPoint Wealth, opening a new position worth an estimated $6.09M.

  • 24 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q1 2021, up from 0 in Q4 2020.
  • Funds reported $24.7M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q1 2021.
  • 24 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q1 2021 and 0 closed out, a net change of +24 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q1 2021 was TrinityPoint Wealth, an estimated $6.09M added.

Based on aggregated 13F filings for Q1 2021.