Horizon Kinetics Inflation Beneficiaries ETFINFL
INFL
0
Funds holding %
of 6,831 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
13% more capital invested
Capital invested by funds: $579M [Q2] → $656M (+$76.7M) [Q3]
3% more funds holding
Funds holding: 108 [Q2] → 111 (+3) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q2] → 5 (+0) [Q3]
4% less call options, than puts
Call options by funds: $68K | Put options by funds: $71K
1.21% less ownership
Funds ownership: 78.4% [Q2] → 77.19% (-1.21%) [Q3]
17% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 41
Research analyst outlook
We haven’t received any recent analyst ratings for INFL.
Financial journalist opinion
Negative
Seeking Alpha
2 weeks ago
INFL: Not Good Enough To Justify The Fees
Horizon Kinetics Inflation Beneficiaries ETF targets companies benefiting from inflation, focusing on the energy, financials, and materials sectors. INFL is primarily invested in the U.S. and Canada, shows value characteristics, and has outperformed the S&P 500 since its inception. On the downside, its track record is short, its expense ratio is excessive for the category, and it has underperformed a close competitor.
Positive
ETF Trends
3 months ago
Under Radar Active Equity ETFs
Actively managed equity ETFs have continued to gain traction in 2024 and risen in value. Some of the top performing funds were focused on in vogue, large-cap growth stocks such as the American Century Focused Dynamic Growth ETF (FDG) and the Fidelity Blue Chip Growth ETF (FBCG).
Neutral
Zacks Investment Research
3 months ago
ETF Strategies to Play Higher-Than-Expected September Inflation
The annual inflation rate in the United States slowed for a sixth successive month to 2.4% in September 2024. However, figures came above forecasts of 2.3%.
Positive
Zacks Investment Research
3 months ago
Inflation Beneficiaries ETF (INFL) Hits New 52-Week High
Horizon Kinetics Inflation Beneficiaries ETF INFL is probably on the radar for investors seeking momentum. The fund just hit a 52-week high and moved up 31.8% from its 52-week low price of $29.50/share.
Neutral
Accesswire
4 months ago
Horizon Kinetics Inflation Beneficiaries ETF (INFL) Investor Call - September 19, 2024
NEW YORK CITY, NY / ACCESSWIRE / September 12, 2024 / The Horizon Kinetics Inflation Beneficiaries ETF (NYSE:INFL) will host an Investor Update Call on September 19th, 2024 at 11am Eastern Time. INFL was launched in January 2021 and has navigated various inflation, interest rate and economic regimes with compounded returns of 12.65% per annum (as of July 31, 2024), including positive returns in every calendar year.
Positive
ETF Trends
7 months ago
These ETFs May Offer Protection From Inflation, With Some Caveats
May marked the second consecutive month of cooling inflation numbers, but we clearly aren't out of the woods yet. The Consumer Price Index (CPI) was flat month over month and up 3.3% year over year, a slight drop from April's 3.4% year-over-year increase.
Neutral
Seeking Alpha
7 months ago
INFL: Not The Best Inflation-Focused ETF
Horizon Kinetics Inflation Beneficiaries ETF is an actively managed ETF investing in companies expected to benefit from rising real asset prices. The portfolio is concentrated in the U.S. and Canada, overweight in energy, materials, and financials. The INFL ETF has underperformed the S&P 500 since its inception in 2021, lagging another inflation-focused ETF.
Positive
CNBC
8 months ago
This inflation-focused ETF may be in a sweet spot
Horizon Kinetics' James Davolos thinks his firm's inflation-focused ETF is "ideally positioned" for gains this year.
Negative
Zacks Investment Research
9 months ago
Is 1970s Stagflation Knocking at the Door? ETFs to Play
During a recent appearance at the Economic Club of New York, JPMorgan Chase JPM CEO Jamie Dimon expressed concerns that the U.S. economy could witness challenges similar to those of the 1970s. He indicated the likely resurgence of stagflation — a condition characterized by low growth combined with high inflation — which could complicate inflationary risks currently being faced by the U.S. economy, as quoted on a Yahoo Finance article.
Positive
Zacks Investment Research
9 months ago
ETF Strategies to Play Hot inflation Data
U.S. inflation jumped in March, surpassing expectations primarily due to higher petrol and shelter costs, dashing hopes of a June interest rate cut by the Fed.
Charts implemented using Lightweight Charts™