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Horizon Kinetics Inflation Beneficiaries ETF

142 hedge funds and large institutions have $827M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 45

4% more capital invested

Capital invested by funds: $798M → $827M (+$29.4M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.88% less ownership

Funds ownership: 63.3%62.42% (-0.88%)

5% less funds holding

Funds holding: 150142 (-8)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
142
Holders Change
-8
Holders Change %
-5.33%
% of All Funds
1.86%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
8
Increased
61
Reduced
45
Closed
15
Calls
$858K
Puts
Net Calls
+$858K
Net Calls Change
+$238K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$188M -$24.1M -566,938 -12%
OFG
2
Oxford Financial Group
Indiana
$178M -$530K -12,446 -0.3%
LPL Financial
3
LPL Financial
California
$47.8M -$5.12M -120,159 -10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$32.5M +$3.74M +87,728 +14%
Wells Fargo
5
Wells Fargo
California
$27.6M -$1.83M -42,882 -6%
OCPWS
6
One Charles Private Wealth Services
Massachusetts
$22.4M +$215K +5,047 +1%
UBS Group
7
UBS Group
Switzerland
$15.9M +$826K +19,390 +6%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$15.8M +$649K +15,250 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$15.7M +$1.84M +43,268 +14%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$13M +$494K +11,592 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.4M +$149K +3,491 +1%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$11.8M +$130K +3,042 +1%
LWA
13
Lowe Wealth Advisors
Maryland
$11.2M +$241K +5,652 +2%
Raymond James Financial
14
Raymond James Financial
Florida
$9.94M +$2.08M +48,775 +28%
HNB
15
Hilltop National Bank
Wyoming
$9.38M +$918K +21,565 +11%
ACA
16
Aptus Capital Advisors
Alabama
$9.17M +$246K +5,781 +3%
CBA
17
Coastal Bridge Advisors
Connecticut
$8.16M +$6.24M +146,649 +409%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.02M +$961K +22,558 +14%
LFA
19
Longview Financial Advisors
Alabama
$7.5M +$80.6K +1,892 +1%
IFO
20
Independent Family Office
New York
$7.17M +$1.09M +25,559 +19%
KIM
21
Kestra Investment Management
Texas
$6.85M -$11.7M -275,083 -64%
PJWM
22
Philip James Wealth Mangement
Georgia
$6.45M -$275K -6,449 -4%
PCP
23
Proficio Capital Partners
Massachusetts
$5.83M +$2.73M +64,175 +97%
AWP
24
Atlas Wealth Partners
Pennsylvania
$5.74M +$277K +6,500 +5%
CFB
25
Cullen/Frost Bankers
Texas
$5.48M

INFL Hedge Fund Activity: Q3 2025 in Review

142 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Horizon Kinetics Inflation Beneficiaries ETF (INFL) for Q3 2025, worth a combined $827M — up 3.7% from $798M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of INFL and 8 opened new positions — a net loss of 7 holders — while 45 trimmed existing stakes and 61 added.

The largest buyer was Coastal Bridge Advisors, adding an estimated $6.24M. The largest seller was JP Morgan Chase, cutting an estimated $24.1M.

  • 142 institutional investors held Horizon Kinetics Inflation Beneficiaries ETF (INFL) as of Q3 2025, down from 150 in Q2 2025.
  • Funds reported $827M of Horizon Kinetics Inflation Beneficiaries ETF stock for Q3 2025, up 3.7% quarter-over-quarter.
  • 8 funds opened new Horizon Kinetics Inflation Beneficiaries ETF positions in Q3 2025 and 15 closed out, a net change of -7 holders.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF buyer in Q3 2025 was Coastal Bridge Advisors, an estimated $6.24M added.
  • The largest Horizon Kinetics Inflation Beneficiaries ETF seller in Q3 2025 was JP Morgan Chase, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2025.