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Horizon Kinetics Inflation Beneficiaries ETF

145 hedge funds and large institutions have $670M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+20
Holders Change %
+16%
% of All Funds
2.29%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.19%
New
32
Increased
64
Reduced
27
Closed
12
Calls
$1.38M
Puts
$952K
Net Calls
+$429K
Net Calls Change
+$910K
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$176M +$173M +5,204,267 +5,740%
ET
2
Equitable Trust
Tennessee
$63M +$9.72M +291,770 +18%
ACA
3
Aptus Capital Advisors
Alabama
$35.9M -$3.35M -100,709 -9%
SRC
4
Shufro Rose & Co
New York
$28.1M +$7.69M +231,005 +38%
Wells Fargo
5
Wells Fargo
California
$19.9M +$9.73M +291,980 +96%
UBS Group
6
UBS Group
Switzerland
$16.4M +$9.05M +271,773 +123%
MCC
7
Money Concepts Capital
Florida
$15.6M +$8.68M +260,595 +125%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.4M +$2.37M +71,027 +20%
TW
9
TrinityPoint Wealth
Connecticut
$13.4M +$291K +8,734 +2%
HighTower Advisors
10
HighTower Advisors
Illinois
$12.3M +$5.67M +170,214 +85%
SWM
11
Sugarloaf Wealth Management
Georgia
$11.4M +$364K +10,917 +3%
NW
12
NewEdge Wealth
Pennsylvania
$11.2M +$211K +6,333 +2%
OCPWS
13
One Charles Private Wealth Services
Massachusetts
$11.1M +$335K +10,050 +3%
WP
14
WealthPLAN Partners
Nebraska
$10.9M +$288K +9,056 +3%
WIM
15
WealthPlan Investment Management
Nebraska
$10.9M +$10.9M +344,118 New
RJA
16
Raymond James & Associates
Florida
$10.8M +$2.71M +81,419 +33%
TWM
17
TMD Wealth Management
Arizona
$9.45M +$33.7K +1,011 +0.4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$9.45M +$6.73M +202,202 +248%
EWP
19
Engrave Wealth Partners
Texas
$8.26M +$8.26M +248,035 New
FP
20
Fiduciary Planning
Florida
$8.15M +$708K +21,251 +10%
NEPWA
21
New England Private Wealth Advisors
Massachusetts
$7.9M +$2.67M +80,102 +51%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$6.84M -$15.2K -457 -0.2%
AFG
23
Allegheny Financial Group
Pennsylvania
$6.42M +$902K +27,086 +16%
PHS
24
Pekin Hardy Strauss
Illinois
$5.96M -$67K -2,010 -1%
CA
25
Cetera Advisors
Colorado
$5.9M +$1.15M +34,388 +24%