Preferred-Plus ETF
IPPP
IPPP was delisted on the 25th of August, 2025.
4 hedge funds and large institutions have $9.37M invested in Preferred-Plus ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
27% more capital invested
Capital invested by funds: $7.4M → $9.37M (+$1.97M)
16.46% more ownership
Funds ownership: 61.84% → 78.3% (+16%)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBIA
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
+$155K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.53K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$63.9K |
| 2 |
Morgan Stanley
New York
|
-$13 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SBIA
1
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $7M | +$155K | +14,982 | +2% |
|
|
NA
2
Novus Advisors
Greenville,
South Carolina
| $2.19M | +$2.27M | +219,449 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $174K | -$63.9K | -6,175 | -26% |
|
|
4
UBS Group
Zurich,
Switzerland
| $9.01K | +$1.53K | +148 | +20% |
|
|
5
Morgan Stanley
New York
| – | -$13 | -1 | Closed |
|
IPPP Hedge Fund Activity: Q4 2024 in Review
4 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Preferred-Plus ETF (IPPP) for Q4 2024, worth a combined $9.37M — up 27% from $7.4M a quarter earlier.
Fund positioning in IPPP was balanced in Q4 2024: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Sheaff Brock Investment Advisors, adding an estimated $155K. The largest seller was Susquehanna International Group, cutting an estimated $63.9K.
- 4 institutional investors held Preferred-Plus ETF (IPPP) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $9.37M of Preferred-Plus ETF stock for Q4 2024, up 27% quarter-over-quarter.
- 1 fund opened new Preferred-Plus ETF positions in Q4 2024 and 1 closed out, a net change of 0 holders.
- The largest Preferred-Plus ETF buyer in Q4 2024 was Sheaff Brock Investment Advisors, an estimated $155K added.
- The largest Preferred-Plus ETF seller in Q4 2024 was Susquehanna International Group, an estimated $63.9K sold.
Based on aggregated 13F filings for Q4 2024.