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Horizon Kinetics Inflation Beneficiaries ETF

148 hedge funds and large institutions have $619M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 68 reducing their positions, and 21 closing their positions.

Holders
148
Holders Change
-15
Holders Change %
-9.2%
% of All Funds
2.33%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
7
Increased
52
Reduced
68
Closed
21
Calls
$43K
Puts
$3K
Net Calls
+$40K
Net Calls Change
-$185K
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$83.8M 2,741,782 -87,499 -3%
ET
2
Equitable Trust
Tennessee
$62.2M 2,034,091 -257,646 -11%
ACA
3
Aptus Capital Advisors
Alabama
$43.1M 1,409,095 +57,545 +4%
SRC
4
Shufro Rose & Co
New York
$32.9M 1,075,087 +249,500 +30%
LPL Financial
5
LPL Financial
California
$28.3M 925,839 +2,562 +0.3%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$17.4M 568,752 -118,584 -17%
Wells Fargo
7
Wells Fargo
California
$14.3M 469,366 -111,116 -19%
TWM
8
TMD Wealth Management
Arizona
$13.3M 434,124 -1,314 -0.3%
RJA
9
Raymond James & Associates
Florida
$13.1M 429,504 +211,428 +97%
UBS Group
10
UBS Group
Switzerland
$12.7M 416,542 -243,704 -37%
OCPWS
11
One Charles Private Wealth Services
Massachusetts
$12.3M 402,211 +1,573 +0.4%
GWANC
12
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.2M 398,783 -797 -0.2%
SWM
13
Sugarloaf Wealth Management
Georgia
$12M 393,287 +21,017 +6%
TFCP
14
Twin Focus Capital Partners
Massachusetts
$11.4M 373,060 +1,661 +0.4%
Jane Street
15
Jane Street
New York
$9.84M 321,918 +268,781 +506%
EWP
16
Engrave Wealth Partners
Texas
$9.72M 317,999 +5,468 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$9.63M 315,152 -57,055 -15%
HighTower Advisors
18
HighTower Advisors
Illinois
$8.45M 276,477 -4,922 -2%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$8.25M 269,743 -24,253 -8%
JFA
20
JNBA Financial Advisors
Minnesota
$7.91M 258,668 +5,911 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.89M 258,019 +11,281 +5%
FP
22
Fiduciary Planning
Florida
$7.53M 246,193 +5,095 +2%
CIA
23
Compass Ion Advisors
Pennsylvania
$7.22M 236,242 -6,043 -2%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$7.21M 235,817 -191,356 -45%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$7.02M 229,684 -1,886 -0.8%