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Horizon Kinetics Inflation Beneficiaries ETF

147 hedge funds and large institutions have $840M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 33

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

4% more funds holding

Funds holding: 142147 (+5)

1.03% more ownership

Funds ownership: 62.42%63.45% (+1%)

2% more capital invested

Capital invested by funds: $827M → $840M (+$13M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
1.79%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
21
Increased
71
Reduced
33
Closed
14
Calls
$1.12M
Puts
Net Calls
+$1.12M
Net Calls Change
+$258K
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
1
Oxford Financial Group
Indiana
$177M -$669K -15,169 -0.4%
JP Morgan Chase
2
JP Morgan Chase
New York
$157M -$30M -680,470 -16%
LPL Financial
3
LPL Financial
California
$47.6M +$141K +3,192 +0.3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.9M +$2.57M +58,309 +8%
Wells Fargo
5
Wells Fargo
California
$30.3M +$2.76M +62,635 +10%
OCPWS
6
One Charles Private Wealth Services
Massachusetts
$22.1M -$247K -5,600 -1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$17.6M +$1.98M +44,894 +13%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$17.1M +$1.34M +30,404 +9%
UBS Group
9
UBS Group
Switzerland
$16.6M +$820K +18,572 +5%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$13.5M +$543K +12,300 +4%
BCA
11
Bayshore Capital Advisors
Florida
$13M +$12.9M +292,692 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$12.6M +$221K +5,002 +2%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$12.3M +$506K +11,460 +4%
MCM
14
MAI Capital Management
Ohio
$11.2M +$11.1M +251,382 +193,371%
HNB
15
Hilltop National Bank
Wyoming
$11.1M +$1.73M +39,196 +19%
Raymond James Financial
16
Raymond James Financial
Florida
$10.5M +$626K +14,184 +6%
FFA
17
First Foundation Advisors
California
$9.97M +$7.02M +159,107 +244%
ACA
18
Aptus Capital Advisors
Alabama
$9.46M +$335K +7,594 +4%
DM
19
Diversified Management
Wisconsin
$9.2M +$9.13M +206,947 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$8.66M +$675K +15,302 +9%
CBA
21
Coastal Bridge Advisors
Connecticut
$8.34M +$225K +5,095 +3%
Corient Private Wealth
22
Corient Private Wealth
Florida
$8.25M +$4.79M +108,576 +141%
LFA
23
Longview Financial Advisors
Alabama
$7.69M +$230K +5,203 +3%
IFO
24
Independent Family Office
New York
$7.17M +$37.5K +849 +0.5%
KIM
25
Kestra Investment Management
Texas
$6.97M +$155K +3,511 +2%