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Horizon Kinetics Inflation Beneficiaries ETF

165 hedge funds and large institutions have $853M invested in Horizon Kinetics Inflation Beneficiaries ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

12% more funds holding

Funds holding: 147165 (+18)

2% more capital invested

Capital invested by funds: $840M → $853M (+$12.8M)

10% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.74M

5.43% less ownership

Funds ownership: 63.45%58.02% (-5.4%)

Holders
165
Holders Change
+18
Holders Change %
+12.24%
% of All Funds
2.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
33
Increased
65
Reduced
47
Closed
10
Calls
$1.58M
Puts
$1.74M
Net Calls
-$167K
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
1
Oxford Financial Group
Indiana
$206M -$1.39M -27,525 -0.7%
LPL Financial
2
LPL Financial
California
$50.4M -$5.21M -103,257 -10%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$43.2M +$2.21M +43,713 +6%
Wells Fargo
4
Wells Fargo
California
$42.5M +$6.89M +136,431 +20%
UBS Group
5
UBS Group
Switzerland
$27M +$7.35M +145,452 +39%
OCPWS
6
One Charles Private Wealth Services
Massachusetts
$25.8M -$25K -495 -0.1%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$22.7M +$2.65M +52,423 +14%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$22.6M +$1.94M +38,447 +10%
BCA
9
Bayshore Capital Advisors
Florida
$17.2M +$1.91M +37,814 +13%
Raymond James Financial
10
Raymond James Financial
Florida
$16.4M +$4M +79,182 +33%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$15.7M -$62.8K -1,243 -0.4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$15.4M +$650K +12,867 +5%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$14.9M +$502K +9,944 +4%
HNB
14
Hilltop National Bank
Wyoming
$14.6M +$1.58M +31,215 +13%
MCM
15
MAI Capital Management
Ohio
$13.3M +$234K +4,642 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$13M +$2.74M +54,356 +28%
FFA
17
First Foundation Advisors
California
$12.8M +$1.12M +22,142 +10%
DM
18
Diversified Management
Wisconsin
$12M +$1.16M +22,972 +11%
ACA
19
Aptus Capital Advisors
Alabama
$11.6M +$533K +10,562 +5%
CBA
20
Coastal Bridge Advisors
Connecticut
$9.99M +$213K +4,218 +2%
LFA
21
Longview Financial Advisors
Alabama
$9.23M +$217K +4,295 +2%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$9.02M +$2.4M +47,454 +38%
CI
23
Cooper Investors
Australia
$8.99M +$8.72M +172,724 New
IFO
24
Independent Family Office
New York
$7.81M -$574K -11,367 -7%
PC
25
Pecaut & Co
Iowa
$7.78M +$4.91M +97,248 +186%