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Horizon Kinetics Inflation Beneficiaries ETF

138 hedge funds and large institutions have $687M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
1.87%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
25
Increased
60
Reduced
30
Closed
10
Calls
$297K
Puts
$45K
Net Calls
+$252K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$169M +$8.88M +218,365 +6%
OFG
2
Oxford Financial Group
Indiana
$162M +$2.7M +66,474 +2%
LPL Financial
3
LPL Financial
California
$46.2M +$10.5M +258,147 +29%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.4M +$4.09M +100,608 +22%
OCPWS
5
One Charles Private Wealth Services
Massachusetts
$19.8M +$1.11M +27,244 +6%
Wells Fargo
6
Wells Fargo
California
$19.3M +$1.71M +42,004 +10%
UBS Group
7
UBS Group
Switzerland
$16M +$2.81M +69,201 +21%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$13M +$1.4M +34,542 +12%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$12.2M +$861K +21,177 +8%
KIM
10
Kestra Investment Management
Texas
$11.3M +$11.3M +278,702 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.1M +$217K +5,345 +2%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$10.7M +$603K +14,830 +6%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$10.3M +$6.63M +163,044 +181%
LWA
14
Lowe Wealth Advisors
Maryland
$9.57M +$176K +4,340 +2%
CFB
15
Cullen/Frost Bankers
Texas
$6.99M
Raymond James Financial
16
Raymond James Financial
Florida
$6.87M +$151K +3,709 +2%
LFA
17
Longview Financial Advisors
Alabama
$6.86M +$486K +11,956 +8%
PJWM
18
Philip James Wealth Mangement
Georgia
$6.05M +$23.5K +579 +0.4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.7M +$2.24M +55,070 +65%
MC
20
Moors & Cabot
Massachusetts
$5.46M -$1.34M -33,065 -20%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$5.07M +$1.71M +42,058 +51%
AWP
22
Atlas Wealth Partners
Pennsylvania
$4.89M +$98K +2,411 +2%
IA
23
IFP Advisors
Florida
$4.77M +$544K +13,257 +13%
SCM
24
SCS Capital Management
Massachusetts
$4.66M +$4.66M +114,654 New
IFO
25
Independent Family Office
New York
$4.28M +$734K +18,055 +21%