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Horizon Kinetics Inflation Beneficiaries ETF
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Overview Fund Activity

109 hedge funds and large institutions have $349M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 56 reducing their positions, and 28 closing their positions.

Holders
109
Holders Change
-23
Holders Change %
-17.42%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
8
Increased
27
Reduced
56
Closed
28
Calls
$107K
Puts
$10K
Net Calls
+$97K
Net Calls Change
+$18K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$121M
2
HNB
2
Hilltop National Bank
Wyoming
$2.78M
3
KWM
3
Kingsview Wealth Management
Oregon
$2.53M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$5.89M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.13M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$0
2
ET
2
Equitable Trust
Tennessee
$1.93M
3
RJA
3
Raymond James & Associates
Florida
$5.19M
4
SGCA
4
Steel Grove Capital Advisors
Tennessee
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.5M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$121M 3,720,699 +3,665,282 +6,614%
LPL Financial
2
LPL Financial
California
$21.8M 668,130 -140,768 -17%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$15.4M 473,716 -9,934 -2%
OCPWS
4
One Charles Private Wealth Services
Massachusetts
$12.5M 383,620 -13,130 -3%
Wells Fargo
5
Wells Fargo
California
$11.7M 358,418 +34,620 +11%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.79M 269,971 -10,046 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.78M 239,030 -1,288 -0.5%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$7.08M 217,553 -46,490 -18%
LWA
9
Lowe Wealth Advisors
Maryland
$6.97M 214,025 +6,180 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$5.89M 180,834 +51,302 +40%
ECG
11
Edge Capital Group
Georgia
$5.64M 173,342 -63,711 -27%
CFB
12
Cullen/Frost Bankers
Texas
$5.6M 172,000 -17,476 -9%
UBS Group
13
UBS Group
Switzerland
$5.49M 168,517 -55,785 -25%
MC
14
Moors & Cabot
Massachusetts
$5.43M 166,653 +5,994 +4%
RJA
15
Raymond James & Associates
Florida
$5.19M 159,257 -307,354 -66%
JFA
16
JNBA Financial Advisors
Minnesota
$4.94M 151,676 -118,618 -44%
LFA
17
Longview Financial Advisors
Alabama
$4.79M 147,220 +4,864 +3%
PJWM
18
Philip James Wealth Mangement
Georgia
$3.95M 121,162 +8,864 +8%
AWP
19
Atlas Wealth Partners
Pennsylvania
$3.67M 112,653 +9,641 +9%
ACA
20
Aptus Capital Advisors
Alabama
$3.49M 107,136 -30,521 -22%
TFCP
21
Twin Focus Capital Partners
Massachusetts
$3.35M 102,775 -48,981 -32%
NW
22
NewEdge Wealth
Pennsylvania
$3.19M 100,049 -799 -0.8%
GWANC
23
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.87M 88,061 -23,089 -21%
Jane Street
24
Jane Street
New York
$2.8M 85,871 +22,745 +36%
HNB
25
Hilltop National Bank
Wyoming
$2.78M 85,415 +85,415 New
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