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Horizon Kinetics Inflation Beneficiaries ETF
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Overview Fund Activity

163 hedge funds and large institutions have $695M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 20 closing their positions.

Holders
163
Holders Change
-5
Holders Change %
-2.98%
% of All Funds
2.61%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.18%
New
20
Increased
64
Reduced
54
Closed
20
Calls
$244K
Puts
$19K
Net Calls
+$225K
Net Calls Change
-$172K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$28.5M
2
ACA
2
Aptus Capital Advisors
Alabama
$41.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.26M
4
ARC
4
Advisor Resource Council
Texas
$3.01M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7.14M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$87.3M
2
MCC
2
Money Concepts Capital
Florida
$34.3M
3
PI
3
Parkside Investments
Illinois
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.61M
5
Jane Street
5
Jane Street
New York
$1.64M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$87.3M 2,829,281 -1,090,745 -28%
ET
2
Equitable Trust
Tennessee
$70.7M 2,291,737 -21,291 -0.9%
ACA
3
Aptus Capital Advisors
Alabama
$41.7M 1,351,550 +328,221 +32%
MCC
4
Money Concepts Capital
Florida
$34.3M 473,438 -175,839 -27%
LPL Financial
5
LPL Financial
California
$28.5M 923,277 +700,694 +315%
SRC
6
Shufro Rose & Co
New York
$25.5M 825,587 +12,559 +2%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$21.2M 687,336 +8,452 +1%
UBS Group
8
UBS Group
Switzerland
$20.4M 660,246 -140,453 -18%
Wells Fargo
9
Wells Fargo
California
$17.9M 580,482 +20,106 +4%
TWM
10
TMD Wealth Management
Arizona
$13.4M 435,438 +2,863 +0.7%
NEPWA
11
New England Private Wealth Advisors
Massachusetts
$13.2M 427,173 -18,664 -4%
OCPWS
12
One Charles Private Wealth Services
Massachusetts
$12.4M 400,638 +15,548 +4%
GWANC
13
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.3M 399,580 +21,478 +6%
SWM
14
Sugarloaf Wealth Management
Georgia
$11.5M 372,270 +43,457 +13%
TFCP
15
Twin Focus Capital Partners
Massachusetts
$11.5M 371,399 +17,551 +5%
NW
16
NewEdge Wealth
Pennsylvania
$10.7M 347,904 +21,134 +6%
EWP
17
Engrave Wealth Partners
Texas
$9.59M 312,531 +50,617 +19%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$9.07M 293,996 +10,096 +4%
ICG
19
InterOcean Capital Group
Tennessee
$8.77M 284,233 +12,434 +5%
HighTower Advisors
20
HighTower Advisors
Illinois
$8.68M 281,399 +7,784 +3%
CA
21
Cetera Advisors
Colorado
$8.66M 280,871 +14,299 +5%
ECG
22
Edge Capital Group
Georgia
$8.42M 272,994 +17,440 +7%
Citadel Advisors
23
Citadel Advisors
Florida
$8.26M 267,784 +242,070 +941%
JFA
24
JNBA Financial Advisors
Minnesota
$7.8M 252,757 +4,993 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$7.61M 246,738 -233,860 -49%
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