Horizon Kinetics Inflation Beneficiaries ETF
INFL
127 hedge funds and large institutions have $368M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 57 increasing their positions, 14 reducing their positions, and 16 closing their positions.
307% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 14
194% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 16
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
31% more funds holding
Funds holding: 97 → 127 (+30)
5.4% more ownership
Funds ownership: 37% → 42.41% (+5.4%)
10% less capital invested
Capital invested by funds: $409M → $368M (-$40.6M)
47% less call options, than puts
Call options by funds: $546K | Put options by funds: $1.03M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ET
Equitable Trust
Nashville,
Tennessee
|
+$11.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$9.33M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$6.14M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.73M |
| 5 |
AO
Advisor OS
Chicago,
Illinois
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASFA
All Season Financial Advisors
Denver,
Colorado
|
-$3.56M |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$2.48M |
| 3 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$2.25M |
| 4 |
Renaissance Technologies
New York
|
-$1.64M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.5M |
INFL Hedge Fund Activity: Q4 2021 in Review
127 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q4 2021, worth a combined $368M — down 9.9% from $409M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new INFL positions and 16 closed out — a net gain of 31 holders — while 57 added to existing stakes and 14 trimmed.
The largest buyer was Equitable Trust, adding an estimated $11.5M. The largest seller was All Season Financial Advisors, exiting entirely with an estimated $3.56M sold.
- 127 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q4 2021, up from 97 in Q3 2021.
- Funds reported $368M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q4 2021, down 9.9% quarter-over-quarter.
- 47 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q4 2021 and 16 closed out, a net change of +31 holders.
- The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q4 2021 was Equitable Trust, an estimated $11.5M added.
- The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q4 2021 was All Season Financial Advisors, an estimated $3.56M sold.
Based on aggregated 13F filings for Q4 2021.