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Horizon Kinetics Inflation Beneficiaries ETF
INFL

Overview Fund Activity

148 hedge funds and large institutions have $795M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+10
Holders Change %
+7.25%
% of All Funds
1.98%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
24
Increased
65
Reduced
38
Closed
13
Calls
$620K
Puts
–
Net Calls
+$620K
Net Calls Change
+$368K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$201M
2
Wells Fargo
Wells Fargo
California
$27.9M
3
KIM
Kestra Investment Management
Texas
$17.6M
4
ACA
Aptus Capital Advisors
Alabama
$8.41M
5
WC
Waterloo Capital
Texas
$4.02M

Top Sellers

1
CAS
Coppell Advisory Solutions
Texas
$0
2
UBS Group
UBS Group
Switzerland
$14.2M
3
CFB
Cullen/Frost Bankers
Texas
$5.17M
4
OPOWM
One Plus One Wealth Management
Florida
$0
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$696K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$201M +$26.5M +628,255 +15%
OFG
2
Oxford Financial Group
Indiana
$169M +$296K +7,015 +0.2%
LPL Financial
3
LPL Financial
California
$50.1M +$2.17M +51,398 +5%
Wells Fargo
4
Wells Fargo
California
$27.9M +$7.83M +185,736 +39%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27M +$3.77M +89,361 +16%
OCPWS
6
One Charles Private Wealth Services
Massachusetts
$20.9M +$384K +9,107 +2%
KIM
7
Kestra Investment Management
Texas
$17.6M +$6.16M +149,653 +54%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$14.3M +$1.61M +38,283 +13%
UBS Group
9
UBS Group
Switzerland
$14.2M -$2.43M -57,697 -15%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$13M -$481K -11,413 -4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$11.8M +$1.12M +26,550 +10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$11.6M +$109K +2,586 +1%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$11M -$40.6K -963 -0.4%
LWA
14
Lowe Wealth Advisors
Maryland
$10.3M +$413K +9,788 +4%
ACA
15
Aptus Capital Advisors
Alabama
$8.41M +$4.21M +99,877 +100%
HNB
16
Hilltop National Bank
Wyoming
$7.95M +$7.95M +188,413 New
Raymond James Financial
17
Raymond James Financial
Florida
$7.32M +$192K +4,560 +3%
LFA
18
Longview Financial Advisors
Alabama
$6.99M -$124K -2,931 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.62M +$700K +16,598 +12%
PJWM
20
Philip James Wealth Mangement
Georgia
$6.36M +$77.8K +1,846 +1%
IFO
21
Independent Family Office
New York
$5.76M +$1.26M +29,530 +28%
CFB
22
Cullen/Frost Bankers
Texas
$5.17M -$2.08M -49,400 -29%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$5.17M -$86.1K -2,042 -2%
AWP
24
Atlas Wealth Partners
Pennsylvania
$5.14M +$68.5K +1,624 +1%
MC
25
Moors & Cabot
Massachusetts
$5.1M -$560K -13,290 -10%
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