Horizon Kinetics Inflation Beneficiaries ETF
INFL
109 hedge funds and large institutions have $432M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 12 closing their positions.
70% more call options, than puts
Call options by funds: $95K | Put options by funds: $56K
29% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 34
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
24% more capital invested
Capital invested by funds: $349M → $432M (+$83M)
4.12% more ownership
Funds ownership: 54.34% → 58.45% (+4.1%)
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
0% more funds holding
Funds holding: 109 → 109 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
+$68.7M |
| 2 |
JP Morgan Chase
New York
|
+$25.5M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$2.6M |
| 4 |
Bank of New York Mellon
New York
|
+$1.39M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$6.54M |
| 2 |
TFCP
Twin Focus Capital Partners
Boston,
Massachusetts
|
-$3.35M |
| 3 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$2.58M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$2.53M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.98M |
INFL Hedge Fund Activity: Q2 2024 in Review
109 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2024, worth a combined $432M — up 24% from $349M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new INFL positions and 12 closed out — a net gain of 1 holder — while 44 added to existing stakes and 34 trimmed.
The largest buyer was Oxford Financial Group, opening a new position worth an estimated $68.7M. The largest seller was Rockefeller Capital Management, cutting an estimated $6.54M.
- 109 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $432M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2024, up 24% quarter-over-quarter.
- 13 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2024 and 12 closed out, a net change of +1 holder.
- The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2024 was Oxford Financial Group, an estimated $68.7M added.
- The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2024 was Rockefeller Capital Management, an estimated $6.54M sold.
Based on aggregated 13F filings for Q2 2024.