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Horizon Kinetics Inflation Beneficiaries ETF

150 hedge funds and large institutions have $798M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

76% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 38

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more capital invested

Capital invested by funds: $688M → $798M (+$110M)

7% more funds holding

Funds holding: 140150 (+10)

2.8% more ownership

Funds ownership: 60.5%63.3% (+2.8%)

Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
1.97%
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
67
Reduced
38
Closed
13
Calls
$620K
Puts
Net Calls
+$620K
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$201M +$25.9M +628,255 +15%
OFG
2
Oxford Financial Group
Indiana
$169M +$289K +7,015 +0.2%
LPL Financial
3
LPL Financial
California
$50.1M +$2.12M +51,398 +5%
Wells Fargo
4
Wells Fargo
California
$27.9M +$7.66M +185,736 +39%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27M +$3.68M +89,361 +16%
OCPWS
6
One Charles Private Wealth Services
Massachusetts
$20.9M +$375K +9,107 +2%
KIM
7
Kestra Investment Management
Texas
$17.6M +$6.17M +149,653 +54%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$14.3M +$1.58M +38,283 +13%
UBS Group
9
UBS Group
Switzerland
$14.2M -$2.38M -57,697 -15%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$13M -$471K -11,413 -4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$11.8M +$1.09M +26,550 +10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$11.6M +$107K +2,586 +1%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$11M -$39.7K -963 -0.4%
LWA
14
Lowe Wealth Advisors
Maryland
$10.3M +$404K +9,788 +4%
ACA
15
Aptus Capital Advisors
Alabama
$8.41M +$4.12M +99,877 +100%
HNB
16
Hilltop National Bank
Wyoming
$7.95M +$7.77M +188,413 New
Raymond James Financial
17
Raymond James Financial
Florida
$7.32M +$188K +4,560 +3%
LFA
18
Longview Financial Advisors
Alabama
$6.99M -$121K -2,931 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.62M +$684K +16,598 +12%
PJWM
20
Philip James Wealth Mangement
Georgia
$6.36M +$76.1K +1,846 +1%
IFO
21
Independent Family Office
New York
$5.76M +$1.22M +29,530 +28%
CFB
22
Cullen/Frost Bankers
Texas
$5.17M -$2.04M -49,400 -29%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$5.17M -$84.2K -2,042 -2%
AWP
24
Atlas Wealth Partners
Pennsylvania
$5.14M +$67K +1,624 +1%
MC
25
Moors & Cabot
Massachusetts
$5.1M -$548K -13,290 -10%

INFL Hedge Fund Activity: Q2 2025 in Review

150 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q2 2025, worth a combined $798M — up 16% from $688M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new INFL positions and 13 closed out — a net gain of 11 holders — while 67 added to existing stakes and 38 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.9M. The largest seller was Coppell Advisory Solutions, exiting entirely with an estimated $3M sold.

  • 150 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q2 2025, up from 140 in Q1 2025.
  • Funds reported $798M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 24 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q2 2025 and 13 closed out, a net change of +11 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $25.9M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q2 2025 was Coppell Advisory Solutions, an estimated $3M sold.

Based on aggregated 13F filings for Q2 2025.