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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.

New
Increased
Maintained
Reduced
Closed

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

45% more capital invested

Capital invested by funds: $254M → $368M (+$114M)

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%)

47% less call options, than puts

Call options by funds: $546K | Put options by funds: $1.03M

Holders
127
Holders Change
+30
Holders Change %
+30.93%
% of All Funds
1.95%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
47
Increased
57
Reduced
14
Closed
16
Calls
$546K
Puts
$1.03M
Net Calls
-$481K
Net Calls Change
-$667K

Top Buyers

1
ET
Equitable Trust
Tennessee
+$11.5M
2
Wells Fargo
Wells Fargo
California
+$9.33M
3
HighTower Advisors
HighTower Advisors
Illinois
+$6.14M
4
UBS Group
UBS Group
Switzerland
+$4.73M
5
AO
Advisor OS
Illinois
+$4.35M

Top Sellers

1
ASFA
All Season Financial Advisors
Colorado
-$3.56M
2
SWA
Stratos Wealth Advisors
Ohio
-$2.48M
3
PCP
Proficio Capital Partners
Massachusetts
-$2.25M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.64M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ET
1
Equitable Trust
Tennessee
$49.9M +$11.5M +373,598 +30%
ACA
2
Aptus Capital Advisors
Alabama
$36.8M +$2.23M +72,228 +7%
SRC
3
Shufro Rose & Co
New York
$19.1M +$1.44M +46,757 +8%
TW
4
TrinityPoint Wealth
Connecticut
$12.3M +$1.17M +38,077 +11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.3M +$1.84M +59,631 +20%
SWM
6
Sugarloaf Wealth Management
Georgia
$10.3M +$687K +22,293 +7%
NW
7
NewEdge Wealth
Pennsylvania
$10.3M +$1.58M +51,303 +18%
WP
8
WealthPLAN Partners
Nebraska
$10.2M +$820K +26,602 +9%
OCPWS
9
One Charles Private Wealth Services
Massachusetts
$10.1M +$198K +6,412 +2%
Wells Fargo
10
Wells Fargo
California
$9.51M +$9.33M +302,744 +15,130%
TWM
11
TMD Wealth Management
Arizona
$8.82M +$661K +21,436 +8%
RJA
12
Raymond James & Associates
Florida
$7.62M -$12.1K -394 -0.2%
FP
13
Fiduciary Planning
Florida
$6.98M +$437K +14,165 +7%
UBS Group
14
UBS Group
Switzerland
$6.88M +$4.73M +153,512 +230%
MCC
15
Money Concepts Capital
Florida
$6.51M +$6.43M +208,471 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.42M +$389K +12,625 +7%
HighTower Advisors
17
HighTower Advisors
Illinois
$6.22M +$6.14M +199,303 New
PHS
18
Pekin Hardy Strauss
Illinois
$5.65M +$924K +29,970 +20%
XF
19
XML Financial
Maryland
$5.39M +$89.8K +2,913 +2%
AFG
20
Allegheny Financial Group
Pennsylvania
$5.17M +$3.18M +103,265 +165%
NEPWA
21
New England Private Wealth Advisors
Massachusetts
$4.91M +$881K +28,591 +22%
GWANC
22
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.64M +$4.59M +148,818 New
CA
23
Cetera Advisors
Colorado
$4.45M -$358K -11,607 -8%
AO
24
Advisor OS
Illinois
$4.41M +$4.35M +141,248 New
PC
25
Pecaut & Co
Iowa
$4.04M +$14.9K +485 +0.4%
1
2 3 4 5

INFL Hedge Fund Activity: Q4 2021 in Review

127 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q4 2021, worth a combined $368M — up 45% from $254M 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, up 45% 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.