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Virtus InfraCap US Preferred Stock ETF
PFFA

64 hedge funds and large institutions have $63.2M invested in Virtus InfraCap US Preferred Stock ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

2% more funds holding

Funds holding: 63 → 64 (+1)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.75% less ownership

Funds ownership: 12.16% → 11.41% (-0.75%)

1% less capital invested

Capital invested by funds: $64.1M → $63.2M (-$913K)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
23
Reduced
11
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$2.5M
2
CT
Coastline Trust
Rhode Island
+$1.7M
3
ACM
Ascendant Capital Management
California
+$1.62M
4
NA
NewEdge Advisors
Louisiana
+$1.23M
5
SAM
Secure Asset Management
Michigan
+$747K

Top Sellers

1
ICA
Infrastructure Capital Advisors
New York
-$3.73M
2
AWM
AE Wealth Management
Kansas
-$1.63M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.18M
4
Citadel Advisors
Citadel Advisors
Florida
-$766K
5
Verition Fund Management
Verition Fund Management
Connecticut
-$651K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
26
BlackDiamond Wealth Management
New York
$338K +$336K +13,467 New
Morgan Stanley
27
Morgan Stanley
New York
$328K – – –
OIA
28
OneDigital Investment Advisors
Kansas
$322K -$15.9K -638 -5%
WIA
29
World Investment Advisors
California
$321K – – –
BRWA
30
B. Riley Wealth Advisors
Florida
$310K +$307K +12,317 New
LSA
31
Lion Street Advisors
Texas
$309K – – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$272K -$136K -5,471 -34%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$272K +$50.2K +2,016 +23%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$245K +$243K +9,749 New
APA
35
American Portfolios Advisors
New York
$231K +$74.7K +3,000 +48%
HGERS
36
Householder Group Estate & Retirement Specialist
Arizona
$228K +$226K +9,081 New
RA
37
RFG Advisory
Alabama
$218K -$257K -10,305 -54%
BFA
38
Beacon Financial Advisory
Ohio
$209K +$208K +8,328 New
Bank of America
39
Bank of America
North Carolina
$126K -$110K -4,398 -47%
DWP
40
Destiny Wealth Partners
Florida
$114K +$113K +4,525 New
WB
41
Webster Bank
Connecticut
$87K – – –
AF
42
Allworth Financial
California
$85K +$84.7K +3,400 New
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$50.7K – – –
GWM
44
Geneos Wealth Management
Colorado
$48K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$45K +$15K +604 +50%
AA
46
AlphaMark Advisors
Kentucky
$42K +$797 +32 +2%
FCMT
47
Founders Capital Management (Texas)
Texas
$40K – – –
HNB
48
Huntington National Bank
Ohio
$38K – – –
CFD
49
Creative Financial Designs
Indiana
$35K – – –
US Bancorp
50
US Bancorp
Minnesota
$29K – – –
1
2
3 4

PFFA Hedge Fund Activity: Q4 2021 in Review

64 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q4 2021, worth a combined $63.2M — down 1.4% from $64.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PFFA positions and 13 closed out — a net gain of 1 holder — while 23 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.5M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $3.73M.

  • 64 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q4 2021, up from 63 in Q3 2021.
  • Funds reported $63.2M of Virtus InfraCap US Preferred Stock ETF stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 14 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q4 2021 and 13 closed out, a net change of +1 holder.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q4 2021 was LPL Financial, an estimated $2.5M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q4 2021 was Infrastructure Capital Advisors, an estimated $3.73M sold.

Based on aggregated 13F filings for Q4 2021.