We are live on ! Find out more
INFL icon

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 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,333% more call options, than puts

Call options by funds: $43K | Put options by funds: $3K

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.48% more ownership

Funds ownership: 58.99%59.47% (+0.48%)

10% less funds holding

Funds holding: 164148 (-16)

11% less capital invested

Capital invested by funds: $695M → $619M (-$75.8M)

24% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 68

68% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 22

Holders
148
Holders Change
-16
Holders Change %
-9.76%
% of All Funds
2.32%
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
22
Calls
$43K
Puts
$3K
Net Calls
+$40K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$83.8M -$2.68M -87,499 -3%
ET
2
Equitable Trust
Tennessee
$62.2M -$7.88M -257,646 -11%
ACA
3
Aptus Capital Advisors
Alabama
$43.1M +$1.76M +57,545 +4%
SRC
4
Shufro Rose & Co
New York
$32.9M +$7.63M +249,500 +30%
LPL Financial
5
LPL Financial
California
$28.3M +$78.4K +2,562 +0.3%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$17.4M -$3.63M -118,584 -17%
Wells Fargo
7
Wells Fargo
California
$14.3M -$3.4M -111,116 -19%
TWM
8
TMD Wealth Management
Arizona
$13.3M -$40.2K -1,314 -0.3%
RJA
9
Raymond James & Associates
Florida
$13.1M +$6.47M +211,428 +97%
UBS Group
10
UBS Group
Switzerland
$12.7M -$7.46M -243,704 -37%
OCPWS
11
One Charles Private Wealth Services
Massachusetts
$12.3M +$48.1K +1,573 +0.4%
GWANC
12
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.2M -$24.4K -797 -0.2%
SWM
13
Sugarloaf Wealth Management
Georgia
$12M +$643K +21,017 +6%
TFCP
14
Twin Focus Capital Partners
Massachusetts
$11.4M +$50.8K +1,661 +0.4%
Jane Street
15
Jane Street
New York
$9.84M +$8.22M +268,781 +506%
EWP
16
Engrave Wealth Partners
Texas
$9.72M +$167K +5,468 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$9.63M -$1.75M -57,055 -15%
HighTower Advisors
18
HighTower Advisors
Illinois
$8.45M -$151K -4,922 -2%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$8.25M -$742K -24,253 -8%
JFA
20
JNBA Financial Advisors
Minnesota
$7.91M +$181K +5,911 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.89M +$345K +11,281 +5%
FP
22
Fiduciary Planning
Florida
$7.53M +$156K +5,095 +2%
CIA
23
Compass Ion Advisors
Pennsylvania
$7.22M -$185K -6,043 -2%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$7.21M -$5.86M -191,356 -45%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$7.02M -$57.7K -1,886 -0.8%

INFL Hedge Fund Activity: Q2 2023 in Review

148 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2023, worth a combined $619M — down 11% from $695M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of INFL and 7 opened new positions — a net loss of 15 holders — while 68 trimmed existing stakes and 52 added.

The largest buyer was Jane Street, adding an estimated $8.22M. The largest seller was Money Concepts Capital, exiting entirely with an estimated $34.3M sold.

  • 148 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2023, down from 164 in Q1 2023.
  • Funds reported $619M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2023, down 11% quarter-over-quarter.
  • 7 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2023 and 22 closed out, a net change of -15 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2023 was Jane Street, an estimated $8.22M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2023 was Money Concepts Capital, an estimated $34.3M sold.

Based on aggregated 13F filings for Q2 2023.