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Horizon Kinetics Inflation Beneficiaries ETF
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Overview Fund Activity

113 hedge funds and large institutions have $499M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
35
Reduced
40
Closed
11
Calls
$68K
Puts
$71K
Net Calls
-$3K
Net Calls Change
-$42K

Top Buyers

1
OFG
1
Oxford Financial Group
Indiana
$86.7M
2
FCM
2
Fourpath Capital Management
Oklahoma
$7.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.3M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.89M
5
UBS Group
5
UBS Group
Switzerland
$8.26M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$158M
2
SA
2
Sanctuary Advisors
Indiana
$0
3
Jane Street
3
Jane Street
New York
$0
4
JFA
4
JNBA Financial Advisors
Minnesota
$874K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.37M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$158M 4,191,116 -307,542 -7%
OFG
2
Oxford Financial Group
Indiana
$86.7M 2,306,427 +208,936 +10%
LPL Financial
3
LPL Financial
California
$24.3M 646,884 +14,533 +2%
OCPWS
4
One Charles Private Wealth Services
Massachusetts
$15.5M 412,487 +16,904 +4%
Wells Fargo
5
Wells Fargo
California
$14.5M 385,332 +18,261 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13.3M 352,960 +106,307 +43%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$10.7M 285,913 +11,899 +4%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$9.91M 263,725 +10,872 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.64M 256,473 -5,937 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$9.36M 248,928 +25,556 +11%
LWA
11
Lowe Wealth Advisors
Maryland
$8.67M 230,564 +7,740 +3%
UBS Group
12
UBS Group
Switzerland
$8.26M 219,675 +49,124 +29%
FCM
13
Fourpath Capital Management
Oklahoma
$7.8M 207,515 +207,515 New
CFB
14
Cullen/Frost Bankers
Texas
$6.47M 172,000 – –
MC
15
Moors & Cabot
Massachusetts
$5.97M 158,938 -4,884 -3%
LFA
16
Longview Financial Advisors
Alabama
$5.61M 149,144 +712 +0.5%
RJA
17
Raymond James & Associates
Florida
$5.61M 149,136 -4,091 -3%
PJWM
18
Philip James Wealth Mangement
Georgia
$5.54M 147,498 +3,215 +2%
ECG
19
Edge Capital Group
Georgia
$4.49M 119,390 -3,313 -3%
AWP
20
Atlas Wealth Partners
Pennsylvania
$4.24M 112,652 -1,020 -0.9%
ACA
21
Aptus Capital Advisors
Alabama
$3.9M 103,748 -3,520 -3%
HNB
22
Hilltop National Bank
Wyoming
$3.73M 99,275 +3,058 +3%
GWANC
23
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.49M 92,787 +2,686 +3%
HKAM
24
Horizon Kinetics Asset Management
New York
$3.44M 91,464 +7,112 +8%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.26M 86,686 -14,855 -15%
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