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Horizon Kinetics Inflation Beneficiaries ETF

150 hedge funds and large institutions have $684M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 22

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

25% more call options, than puts

Call options by funds: $382K | Put options by funds: $305K

2% more funds holding

Funds holding: 147150 (+3)

1.07% more ownership

Funds ownership: 51.49%52.55% (+1.1%)

2% more capital invested

Capital invested by funds: $671M → $684M (+$12.5M)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
150
Holders Change
+3
Holders Change %
+2.04%
% of All Funds
2.53%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.17%
New
25
Increased
84
Reduced
22
Closed
19
Calls
$382K
Puts
$305K
Net Calls
+$77K
Net Calls Change
-$352K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$159M +$8.31M +262,714 +5%
ET
2
Equitable Trust
Tennessee
$65.8M +$13.2M +416,629 +22%
ACA
3
Aptus Capital Advisors
Alabama
$30.1M -$769K -24,314 -2%
UBS Group
4
UBS Group
Switzerland
$26.9M +$14.3M +450,749 +92%
SRC
5
Shufro Rose & Co
New York
$22.4M -$1.86M -58,910 -7%
Wells Fargo
6
Wells Fargo
California
$21.3M +$4.68M +148,016 +25%
GWANC
7
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.3M +$13.1M +414,096 +262%
MCC
8
Money Concepts Capital
Florida
$15.3M +$1.95M +61,702 +13%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.1M +$1.89M +59,745 +14%
TW
10
TrinityPoint Wealth
Connecticut
$13.2M +$1.99M +62,809 +16%
TWM
11
TMD Wealth Management
Arizona
$12.4M +$4.76M +150,490 +53%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$12.4M +$4.75M +150,043 +53%
HighTower Advisors
13
HighTower Advisors
Illinois
$11.9M +$1.5M +47,393 +13%
Citadel Advisors
14
Citadel Advisors
Florida
$11.4M +$11.7M +369,210 +1,174%
OCPWS
15
One Charles Private Wealth Services
Massachusetts
$10.4M +$1.07M +33,824 +10%
RJA
16
Raymond James & Associates
Florida
$10.3M +$1.11M +35,037 +11%
Jane Street
17
Jane Street
New York
$9.97M +$9.53M +301,236 +626%
SWM
18
Sugarloaf Wealth Management
Georgia
$9.9M +$155K +4,889 +1%
NW
19
NewEdge Wealth
Pennsylvania
$9.61M +$50.9K +1,610 +0.5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$8.56M +$2.99M +94,573 +46%
NEPWA
21
New England Private Wealth Advisors
Massachusetts
$7.9M -$475 -15 -0%
EWP
22
Engrave Wealth Partners
Texas
$7.39M +$342K +10,812 +4%
FP
23
Fiduciary Planning
Florida
$7.29M +$342K +10,812 +4%
TFCP
24
Twin Focus Capital Partners
Massachusetts
$7.17M +$3.7M +116,958 +87%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$7.15M +$4.92M +155,436 +163%

INFL Hedge Fund Activity: Q2 2022 in Review

150 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2022, worth a combined $684M — up 1.9% from $671M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new INFL positions and 19 closed out — a net gain of 6 holders — while 84 added to existing stakes and 22 trimmed.

The largest buyer was UBS Group, adding an estimated $14.3M. The largest seller was Fourpath Capital Management, exiting entirely with an estimated $3.38M sold.

  • 150 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2022, up from 147 in Q1 2022.
  • Funds reported $684M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2022, up 1.9% quarter-over-quarter.
  • 25 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2022 and 19 closed out, a net change of +6 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2022 was UBS Group, an estimated $14.3M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2022 was Fourpath Capital Management, an estimated $3.38M sold.

Based on aggregated 13F filings for Q2 2022.