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IPPP

Preferred-Plus ETF

Delisted

IPPP was delisted on the 25th of August, 2025.

4 hedge funds and large institutions have $7.4M invested in Preferred-Plus ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 34 (+1)

9% more capital invested

Capital invested by funds: $6.78M → $7.4M (+$617K)

1.94% more ownership

Funds ownership: 59.91%61.84% (+1.9%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
1
Sheaff Brock Investment Advisors
Indiana
$7.15M +$235K +23,113 +3%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$245K -$16.3K -1,601 -6%
UBS Group
3
UBS Group
Switzerland
$7.86K +$7.68K +755 New
Morgan Stanley
4
Morgan Stanley
New York
$13

IPPP Hedge Fund Activity: Q3 2024 in Review

4 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Preferred-Plus ETF (IPPP) for Q3 2024, worth a combined $7.4M — up 9.1% from $6.78M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new IPPP positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Sheaff Brock Investment Advisors, adding an estimated $235K. The largest seller was Susquehanna International Group, cutting an estimated $16.3K.

  • 4 institutional investors held Preferred-Plus ETF (IPPP) as of Q3 2024, up from 3 in Q2 2024.
  • Funds reported $7.4M of Preferred-Plus ETF stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 1 fund opened new Preferred-Plus ETF positions in Q3 2024 and 0 closed out, a net change of +1 holder.
  • The largest Preferred-Plus ETF buyer in Q3 2024 was Sheaff Brock Investment Advisors, an estimated $235K added.
  • The largest Preferred-Plus ETF seller in Q3 2024 was Susquehanna International Group, an estimated $16.3K sold.

Based on aggregated 13F filings for Q3 2024.