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Horizon Kinetics Inflation Beneficiaries ETF
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Overview Fund Activity

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.

Holders
109
Holders Change
–
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
13
Increased
44
Reduced
34
Closed
12
Calls
$95K
Puts
$56K
Net Calls
+$39K
Net Calls Change
-$58K

Top Buyers

1
OFG
1
Oxford Financial Group
Indiana
$68.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$147M
3
SA
3
Sanctuary Advisors
Indiana
$3.62M
4
OIA
4
OneDigital Investment Advisors
Kansas
$2.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$7.3M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$8.95M
2
TFCP
2
Twin Focus Capital Partners
Massachusetts
$0
3
JFA
3
JNBA Financial Advisors
Minnesota
$2.38M
4
KWM
4
Kingsview Wealth Management
Oregon
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$161K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$147M 4,498,658 +777,959 +21%
OFG
2
Oxford Financial Group
Indiana
$68.5M 2,097,491 +2,097,491 New
LPL Financial
3
LPL Financial
California
$20.7M 632,351 -35,779 -5%
OCPWS
4
One Charles Private Wealth Services
Massachusetts
$12.9M 395,583 +11,963 +3%
Wells Fargo
5
Wells Fargo
California
$12M 367,071 +8,653 +2%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$8.95M 274,014 -199,702 -42%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.58M 262,410 -7,561 -3%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$8.26M 252,853 +35,300 +16%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.06M 246,653 +7,623 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$7.3M 223,372 +42,538 +24%
LWA
11
Lowe Wealth Advisors
Maryland
$7.28M 222,824 +8,799 +4%
CFB
12
Cullen/Frost Bankers
Texas
$5.62M 172,000 – –
UBS Group
13
UBS Group
Switzerland
$5.57M 170,551 +2,034 +1%
MC
14
Moors & Cabot
Massachusetts
$5.35M 163,822 -2,831 -2%
RJA
15
Raymond James & Associates
Florida
$5.01M 153,227 -6,030 -4%
LFA
16
Longview Financial Advisors
Alabama
$4.85M 148,432 +1,212 +0.8%
PJWM
17
Philip James Wealth Mangement
Georgia
$4.72M 144,283 +23,121 +19%
ECG
18
Edge Capital Group
Georgia
$4.01M 122,703 -50,639 -29%
AWP
19
Atlas Wealth Partners
Pennsylvania
$3.72M 113,672 +1,019 +0.9%
SA
20
Sanctuary Advisors
Indiana
$3.62M 111,070 +111,070 New
ACA
21
Aptus Capital Advisors
Alabama
$3.51M 107,268 +132 +0.1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.32M 101,541 +19,539 +24%
NW
23
NewEdge Wealth
Pennsylvania
$3.27M 100,156 +107 +0.1%
HNB
24
Hilltop National Bank
Wyoming
$3.14M 96,217 +10,802 +13%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$3.06M 93,630 +29,944 +47%
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