Preferred-Plus ETF
IPPP
IPPP was delisted on the 25th of August, 2025.
7 hedge funds and large institutions have $9.13M invested in Preferred-Plus ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
75% more funds holding
Funds holding: 4 → 7 (+3)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
3% less capital invested
Capital invested by funds: $9.37M → $9.13M (-$243K)
1.28% less ownership
Funds ownership: 78.3% → 77.02% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$23.7K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$21.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$13.9K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$10 |
| 5 |
Morgan Stanley
New York
|
+$10 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Novus Advisors
Greenville,
South Carolina
|
-$45K |
| 2 |
SBIA
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
-$14.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SBIA
1
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $6.8M | -$14.6K | -1,447 | -0.2% |
|
|
NA
2
Novus Advisors
Greenville,
South Carolina
| $2.09M | -$45K | -4,449 | -2% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $190K | +$21.8K | +2,154 | +12% |
|
|
4
Wells Fargo
San Francisco,
California
| $22.8K | +$23.7K | +2,347 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $22.2K | +$13.9K | +1,380 | +153% |
|
|
6
Morgan Stanley
New York
| $12 | +$10 | +1 | New |
|
|
7
Fidelity Investments
Boston,
Massachusetts
| $10 | +$10 | +1 | New |
|
IPPP Hedge Fund Activity: Q1 2025 in Review
7 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Preferred-Plus ETF (IPPP) for Q1 2025, worth a combined $9.13M — down 2.6% from $9.37M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IPPP positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Wells Fargo, opening a new position worth an estimated $23.7K. The largest seller was Novus Advisors, cutting an estimated $45K.
- 7 institutional investors held Preferred-Plus ETF (IPPP) as of Q1 2025, up from 4 in Q4 2024.
- Funds reported $9.13M of Preferred-Plus ETF stock for Q1 2025, down 2.6% quarter-over-quarter.
- 3 funds opened new Preferred-Plus ETF positions in Q1 2025 and 0 closed out, a net change of +3 holders.
- The largest Preferred-Plus ETF buyer in Q1 2025 was Wells Fargo, an estimated $23.7K added.
- The largest Preferred-Plus ETF seller in Q1 2025 was Novus Advisors, an estimated $45K sold.
Based on aggregated 13F filings for Q1 2025.