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Horizon Kinetics Inflation Beneficiaries ETF
INFL

81 hedge funds and large institutions have $182M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 21 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,850% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 2

635% more capital invested

Capital invested by funds: $24.7M → $182M (+$157M)

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

238% more funds holding

Funds holding: 24 → 81 (+57)

9.97% more ownership

Funds ownership: 18.8% → 28.78% (+10%)

14% less call options, than puts

Call options by funds: $1.07M | Put options by funds: $1.25M

Holders
81
Holders Change
+57
Holders Change %
+237.5%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
59
Increased
21
Reduced
–
Closed
2
Calls
$1.07M
Puts
$1.25M
Net Calls
-$174K
Net Calls Change
-$174K

Top Buyers

1
ET
Equitable Trust
Tennessee
+$24M
2
CM
Caption Management
Oklahoma
+$20.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.97M
4
OCPWS
One Charles Private Wealth Services
Massachusetts
+$7.59M
5
TWM
TMD Wealth Management
Arizona
+$7.21M

Top Sellers

1
SC
Solstein Capital
California
-$76K
2
NFSG
Newbridge Financial Services Group
Florida
-$35K
Name Holding Trade Value Shares
Change 		Change in
Stake
ET
1
Equitable Trust
Tennessee
$24.5M +$24M +814,929 New
CM
2
Caption Management
Oklahoma
$20.8M +$20.4M +691,420 New
TW
3
TrinityPoint Wealth
Connecticut
$10M +$2.93M +99,463 +42%
OCPWS
4
One Charles Private Wealth Services
Massachusetts
$9.07M +$7.59M +257,695 +583%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.14M +$7.97M +270,416 +67,604%
TWM
6
TMD Wealth Management
Arizona
$7.36M +$7.21M +244,750 New
SWM
7
Sugarloaf Wealth Management
Georgia
$6.59M +$6.44M +218,484 +109,242%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.2M +$6.08M +206,438 New
NW
9
NewEdge Wealth
Pennsylvania
$6.18M +$4.9M +166,432 +423%
Jane Street
10
Jane Street
New York
$5.93M +$4.09M +138,814 +237%
RJA
11
Raymond James & Associates
Florida
$5.37M +$5.27M +178,747 New
PHS
12
Pekin Hardy Strauss
Illinois
$4.5M +$262K +8,875 +6%
XF
13
XML Financial
Maryland
$4.45M +$4.36M +148,044 New
PC
14
Pecaut & Co
Iowa
$3.97M +$1.04M +35,340 +36%
Renaissance Technologies
15
Renaissance Technologies
New York
$3.96M +$3.88M +131,600 New
FTUS
16
Flow Traders U.S.
New York
$3.25M +$3.19M +108,105 New
FP
17
Fiduciary Planning
Florida
$3.04M +$2.98M +100,989 New
AI
18
Atria Investments
North Carolina
$2.95M +$2.89M +98,232 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.92M +$2.86M +97,090 New
NEPWA
20
New England Private Wealth Advisors
Massachusetts
$2.23M +$2.19M +74,199 New
KPW
21
Kore Private Wealth
New York
$2.15M +$205K +6,948 +11%
CA
22
Cetera Advisors
Colorado
$2.15M +$2.11M +71,467 New
MC
23
Moors & Cabot
Massachusetts
$2.09M +$755K +25,635 +58%
Citadel Advisors
24
Citadel Advisors
Florida
$1.99M +$1.95M +66,334 New
HKAM
25
Horizon Kinetics Asset Management
New York
$1.97M +$597K +20,263 +45%
1
2 3 4

INFL Hedge Fund Activity: Q2 2021 in Review

81 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2021, worth a combined $182M — up 635% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new INFL positions and 2 closed out — a net gain of 57 holders — while 21 added to existing stakes and 0 trimmed.

The largest buyer was Equitable Trust, opening a new position worth an estimated $24M. The largest seller was Solstein Capital, exiting entirely with an estimated $76K sold.

  • 81 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2021, up from 24 in Q1 2021.
  • Funds reported $182M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2021, up 635% quarter-over-quarter.
  • 59 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2021 and 2 closed out, a net change of +57 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2021 was Equitable Trust, an estimated $24M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2021 was Solstein Capital, an estimated $76K sold.

Based on aggregated 13F filings for Q2 2021.