We are live on ! Find out more
INFL icon

Horizon Kinetics Inflation Beneficiaries ETF

147 hedge funds and large institutions have $671M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

141% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 27

82% more capital invested

Capital invested by funds: $368M → $671M (+$303M)

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

45% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $952K

16% more funds holding

Funds holding: 127147 (+20)

9.08% more ownership

Funds ownership: 42.41%51.49% (+9.1%)

Holders
147
Holders Change
+20
Holders Change %
+15.75%
% of All Funds
2.32%
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
65
Reduced
27
Closed
12
Calls
$1.38M
Puts
$952K
Net Calls
+$429K
Net Calls Change
+$910K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$176M +$164M +5,204,267 +5,740%
ET
2
Equitable Trust
Tennessee
$63M +$9.2M +291,770 +18%
ACA
3
Aptus Capital Advisors
Alabama
$35.9M -$3.17M -100,709 -9%
SRC
4
Shufro Rose & Co
New York
$28.1M +$7.28M +231,005 +38%
Wells Fargo
5
Wells Fargo
California
$19.9M +$9.2M +291,980 +96%
UBS Group
6
UBS Group
Switzerland
$16.4M +$8.57M +271,773 +123%
MCC
7
Money Concepts Capital
Florida
$15.6M +$8.21M +260,595 +125%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.4M +$2.24M +71,027 +20%
TW
9
TrinityPoint Wealth
Connecticut
$13.4M +$275K +8,734 +2%
HighTower Advisors
10
HighTower Advisors
Illinois
$12.3M +$5.36M +170,214 +85%
SWM
11
Sugarloaf Wealth Management
Georgia
$11.4M +$344K +10,917 +3%
NW
12
NewEdge Wealth
Pennsylvania
$11.2M +$200K +6,333 +2%
OCPWS
13
One Charles Private Wealth Services
Massachusetts
$11.1M +$317K +10,050 +3%
WP
14
WealthPLAN Partners
Nebraska
$10.9M +$285K +9,056 +3%
WIM
15
WealthPlan Investment Management
Nebraska
$10.9M +$10.8M +344,118 New
RJA
16
Raymond James & Associates
Florida
$10.8M +$2.57M +81,419 +33%
TWM
17
TMD Wealth Management
Arizona
$9.45M +$31.9K +1,011 +0.4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$9.45M +$6.37M +202,202 +248%
EWP
19
Engrave Wealth Partners
Texas
$8.26M +$7.82M +248,035 New
FP
20
Fiduciary Planning
Florida
$8.15M +$670K +21,251 +10%
NEPWA
21
New England Private Wealth Advisors
Massachusetts
$7.9M +$2.52M +80,102 +51%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$6.84M -$14.4K -457 -0.2%
AFG
23
Allegheny Financial Group
Pennsylvania
$6.42M +$854K +27,086 +16%
PHS
24
Pekin Hardy Strauss
Illinois
$5.96M -$63.3K -2,010 -1%
CA
25
Cetera Advisors
Colorado
$5.9M +$1.08M +34,388 +24%

INFL Hedge Fund Activity: Q1 2022 in Review

147 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q1 2022, worth a combined $671M — up 82% from $368M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new INFL positions and 12 closed out — a net gain of 20 holders — while 65 added to existing stakes and 27 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $164M. The largest seller was Advisor OS, exiting entirely with an estimated $4.41M sold.

  • 147 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q1 2022, up from 127 in Q4 2021.
  • Funds reported $671M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q1 2022, up 82% quarter-over-quarter.
  • 32 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q1 2022 and 12 closed out, a net change of +20 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $164M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q1 2022 was Advisor OS, an estimated $4.41M sold.

Based on aggregated 13F filings for Q1 2022.