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Horizon Kinetics Inflation Beneficiaries ETF

168 hedge funds and large institutions have $731M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
168
Holders Change
+18
Holders Change %
+12%
% of All Funds
2.71%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
35
Increased
59
Reduced
50
Closed
13
Calls
$466K
Puts
$69K
Net Calls
+$397K
Net Calls Change
+$287K
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$123M 3,920,026 -65,534 -2%
ET
2
Equitable Trust
Tennessee
$72.8M 2,313,028 +156,583 +7%
ACA
3
Aptus Capital Advisors
Alabama
$32.2M 1,023,329 -136,169 -12%
SRC
4
Shufro Rose & Co
New York
$25.6M 813,028 +11,173 +1%
UBS Group
5
UBS Group
Switzerland
$25.2M 800,699 -84,732 -10%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$21.4M 678,884 +362,383 +114%
MCC
7
Money Concepts Capital
Florida
$20.4M 649,277 +60,082 +10%
Wells Fargo
8
Wells Fargo
California
$17.6M 560,376 -6,583 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$15.1M 480,598 -55,755 -10%
NEPWA
10
New England Private Wealth Advisors
Massachusetts
$14M 445,837 -15,206 -3%
TWM
11
TMD Wealth Management
Arizona
$13.6M 432,575 -1,157 -0.3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$12.4M 392,637 -123,624 -24%
OCPWS
13
One Charles Private Wealth Services
Massachusetts
$12.1M 385,090 +7,714 +2%
GWANC
14
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.9M 378,102 -197,841 -34%
TFCP
15
Twin Focus Capital Partners
Massachusetts
$11.1M 353,848 +47,845 +16%
SWM
16
Sugarloaf Wealth Management
Georgia
$10.4M 328,813 -27,410 -8%
NW
17
NewEdge Wealth
Pennsylvania
$10.3M 326,770 -1,832 -0.6%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$8.94M 283,900 +24,053 +9%
Jane Street
19
Jane Street
New York
$8.75M 277,925 +172,549 +164%
HighTower Advisors
20
HighTower Advisors
Illinois
$8.61M 273,615 -5,450 -2%
ICG
21
InterOcean Capital Group
Tennessee
$8.56M 271,799 -3,764 -1%
PI
22
Parkside Investments
Illinois
$8.52M 270,510 +270,510 New
EWP
23
Engrave Wealth Partners
Texas
$8.4M 261,914 +3,171 +1%
CA
24
Cetera Advisors
Colorado
$8.39M 266,572 +22,641 +9%
ECG
25
Edge Capital Group
Georgia
$8.04M 255,554 +18,754 +8%