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Horizon Kinetics Inflation Beneficiaries ETF

140 hedge funds and large institutions have $688M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more call options, than puts

Call options by funds: $297K | Put options by funds: $45K

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

103% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 30

12% more capital invested

Capital invested by funds: $615M → $688M (+$73.1M)

6% more funds holding

Funds holding: 132140 (+8)

0.57% more ownership

Funds ownership: 59.93%60.5% (+0.57%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
1.88%
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
61
Reduced
30
Closed
10
Calls
$297K
Puts
$45K
Net Calls
+$252K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$169M +$8.74M +218,365 +6%
OFG
2
Oxford Financial Group
Indiana
$162M +$2.66M +66,474 +2%
LPL Financial
3
LPL Financial
California
$46.2M +$10.3M +258,147 +29%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.4M +$4.03M +100,608 +22%
OCPWS
5
One Charles Private Wealth Services
Massachusetts
$19.8M +$1.09M +27,244 +6%
Wells Fargo
6
Wells Fargo
California
$19.3M +$1.68M +42,004 +10%
UBS Group
7
UBS Group
Switzerland
$16M +$2.77M +69,201 +21%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$13M +$1.38M +34,542 +12%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$12.2M +$848K +21,177 +8%
KIM
10
Kestra Investment Management
Texas
$11.3M +$11.2M +278,702 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.1M +$214K +5,345 +2%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$10.7M +$594K +14,830 +6%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$10.3M +$6.53M +163,044 +181%
LWA
14
Lowe Wealth Advisors
Maryland
$9.57M +$174K +4,340 +2%
CFB
15
Cullen/Frost Bankers
Texas
$6.99M
Raymond James Financial
16
Raymond James Financial
Florida
$6.87M +$148K +3,709 +2%
LFA
17
Longview Financial Advisors
Alabama
$6.86M +$479K +11,956 +8%
PJWM
18
Philip James Wealth Mangement
Georgia
$6.05M +$23.2K +579 +0.4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.7M +$2.2M +55,070 +65%
MC
20
Moors & Cabot
Massachusetts
$5.46M -$1.32M -33,065 -20%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$5.07M +$1.68M +42,058 +51%
AWP
22
Atlas Wealth Partners
Pennsylvania
$4.89M +$96.5K +2,411 +2%
IA
23
IFP Advisors
Florida
$4.77M +$531K +13,257 +13%
SCM
24
SCS Capital Management
Massachusetts
$4.66M +$4.59M +114,654 New
IFO
25
Independent Family Office
New York
$4.28M +$723K +18,055 +21%

INFL Hedge Fund Activity: Q1 2025 in Review

140 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q1 2025, worth a combined $688M — up 12% from $615M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new INFL positions and 10 closed out — a net gain of 15 holders — while 61 added to existing stakes and 30 trimmed.

The largest buyer was Kestra Investment Management, opening a new position worth an estimated $11.2M. The largest seller was Fourpath Capital Management, exiting entirely with an estimated $11.5M sold.

  • 140 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q1 2025, up from 132 in Q4 2024.
  • Funds reported $688M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 25 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q1 2025 and 10 closed out, a net change of +15 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q1 2025 was Kestra Investment Management, an estimated $11.2M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q1 2025 was Fourpath Capital Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2025.