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Horizon Kinetics Inflation Beneficiaries ETF
INFL

Overview Fund Activity

132 hedge funds and large institutions have $337M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 72 reducing their positions, and 25 closing their positions.

Holders
132
Holders Change
-11
Holders Change %
-7.69%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
16
Increased
26
Reduced
72
Closed
25
Calls
$82K
Puts
$3K
Net Calls
+$79K
Net Calls Change
+$55K

Top Buyers

1
LFA
1
Longview Financial Advisors
Alabama
$4.48M
2
PJWM
2
Philip James Wealth Mangement
Georgia
$3.53M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$4.08M
4
CFG
4
Clayton Financial Group
Missouri
$951K
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$1.06M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.74M
2
ET
2
Equitable Trust
Tennessee
$18.8M
3
TWM
3
TMD Wealth Management
Arizona
$0
4
Jane Street
4
Jane Street
New York
$1.99M
5
LPL Financial
5
LPL Financial
California
$25.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SRC
1
Shufro Rose & Co
New York
$34.8M 1,144,443 -7,399 -0.6%
LPL Financial
2
LPL Financial
California
$25.5M 808,898 -179,083 -18%
ET
3
Equitable Trust
Tennessee
$18.8M 597,298 -510,036 -46%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$15.2M 483,650 -51,293 -10%
RJA
5
Raymond James & Associates
Florida
$14.7M 466,611 -16,875 -3%
OCPWS
6
One Charles Private Wealth Services
Massachusetts
$12.5M 396,750 -6,910 -2%
Wells Fargo
7
Wells Fargo
California
$10.2M 323,798 -63,438 -16%
EWP
8
Engrave Wealth Partners
Texas
$9.36M 297,500 -33,550 -10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.81M 280,017 -14,415 -5%
JFA
10
JNBA Financial Advisors
Minnesota
$8.51M 270,294 +2,738 +1%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$8.31M 264,043 -10,186 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.56M 240,318 -221 -0.1%
ECG
13
Edge Capital Group
Georgia
$7.46M 237,053 -6,899 -3%
UBS Group
14
UBS Group
Switzerland
$7.06M 224,302 -122,884 -35%
LWA
15
Lowe Wealth Advisors
Maryland
$6.54M 207,845 +1,695 +0.8%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.09M 193,552 -17,072 -8%
CFB
17
Cullen/Frost Bankers
Texas
$5.96M 189,476 +85 +0%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$5.82M 185,009 -14,279 -7%
SGCA
19
Steel Grove Capital Advisors
Tennessee
$5.63M 178,887 -34,336 -16%
MC
20
Moors & Cabot
Massachusetts
$5.06M 160,659 -5,220 -3%
TFCP
21
Twin Focus Capital Partners
Massachusetts
$4.78M 151,756 -114,425 -43%
LFA
22
Longview Financial Advisors
Alabama
$4.48M 142,356 +142,356 New
ACA
23
Aptus Capital Advisors
Alabama
$4.33M 137,657 -68,140 -33%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$4.08M 129,532 +35,161 +37%
Corient Private Wealth
25
Corient Private Wealth
Florida
$3.64M 115,594 +7,777 +7%
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