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Horizon Kinetics Inflation Beneficiaries ETF

150 hedge funds and large institutions have $627M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
150
Holders Change
+2
Holders Change %
+1.35%
% of All Funds
2.59%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
17
Increased
62
Reduced
46
Closed
13
Calls
$384K
Puts
$274K
Net Calls
+$110K
Net Calls Change
+$33K
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$111M 3,985,560 -1,572,080 -28%
ET
2
Equitable Trust
Tennessee
$60M 2,156,445 -150,774 -7%
ACA
3
Aptus Capital Advisors
Alabama
$32.3M 1,159,498 +105,939 +10%
UBS Group
4
UBS Group
Switzerland
$24.6M 885,431 -57,411 -6%
SRC
5
Shufro Rose & Co
New York
$22.3M 801,855 +16,341 +2%
MCC
6
Money Concepts Capital
Florida
$16.4M 589,195 +58,427 +11%
GWANC
7
Guardian Wealth Advisors (North Carolina)
North Carolina
$16M 575,943 +3,521 +0.6%
Wells Fargo
8
Wells Fargo
California
$15.8M 566,959 -177,782 -24%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.9M 536,353 +43,974 +9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$14.4M 516,261 +82,527 +19%
TW
11
TrinityPoint Wealth
Connecticut
$12.9M 464,678 +632 +0.1%
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$12.8M 461,043 +223,726 +94%
TWM
13
TMD Wealth Management
Arizona
$12.1M 433,732 -507 -0.1%
OCPWS
14
One Charles Private Wealth Services
Massachusetts
$10.5M 377,376 +9,807 +3%
SWM
15
Sugarloaf Wealth Management
Georgia
$9.92M 356,223 +9,247 +3%
NW
16
NewEdge Wealth
Pennsylvania
$9.15M 328,602 -8,260 -2%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$8.81M 316,501 +166,255 +111%
TFCP
18
Twin Focus Capital Partners
Massachusetts
$8.52M 306,003 +54,757 +22%
HighTower Advisors
19
HighTower Advisors
Illinois
$7.77M 279,065 -137,845 -33%
ICG
20
InterOcean Capital Group
Tennessee
$7.67M 275,563 +275,563 New
FP
21
Fiduciary Planning
Florida
$7.25M 260,526 +4,946 +2%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$7.23M 259,847 +9,249 +4%
EWP
23
Engrave Wealth Partners
Texas
$7.2M 258,743 -104 -0%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$6.84M 245,711 -54,275 -18%
CA
25
Cetera Advisors
Colorado
$6.79M 243,931 +22,736 +10%