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Virtus InfraCap US Preferred Stock ETF
PFFA

61 hedge funds and large institutions have $77.4M invested in Virtus InfraCap US Preferred Stock ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 12

22% more capital invested

Capital invested by funds: $63.2M → $77.4M (+$14.2M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2.62% more ownership

Funds ownership: 11.41% → 14.02% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 64 → 61 (-3)

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
29
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ICA
Infrastructure Capital Advisors
New York
+$10.1M
2
PWM
Peterson Wealth Management
Nevada
+$4.88M
3
LPL Financial
LPL Financial
California
+$1.75M
4
NA
NewEdge Advisors
Louisiana
+$855K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$662K

Top Sellers

1
JG
Jefferies Group
New York
-$2.39M
2
AWM
AE Wealth Management
Kansas
-$431K
3
GTAM
Global Trust Asset Management
Florida
-$298K
4
BWM
BlackDiamond Wealth Management
New York
-$66.4K
5
SAM
Secure Asset Management
Michigan
-$49.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
26
Householder Group Estate & Retirement Specialist
Arizona
$338K +$119K +4,943 +54%
OIA
27
OneDigital Investment Advisors
Kansas
$332K +$23K +958 +7%
WIA
28
World Investment Advisors
California
$325K – – –
Morgan Stanley
29
Morgan Stanley
New York
$316K +$1.44K +60 +0.5%
LSA
30
Lion Street Advisors
Texas
$307K +$11.7K +488 +4%
BFA
31
Beacon Financial Advisory
Ohio
$280K +$78.9K +3,285 +39%
BWM
32
BlackDiamond Wealth Management
New York
$258K -$66.4K -2,763 -21%
Creative Planning
33
Creative Planning
Kansas
$249K +$249K +10,347 New
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$248K -$12.2K -506 -5%
AIP
35
Ahrens Investment Partners
Louisiana
$240K +$239K +9,954 New
APA
36
American Portfolios Advisors
New York
$222K – – –
SIG
37
Stonegate Investment Group
Alabama
$214K +$213K +8,868 New
RA
38
RFG Advisory
Alabama
$201K -$7.16K -298 -3%
SWM
39
Spire Wealth Management
Virginia
$181K +$180K +7,500 New
Bank of America
40
Bank of America
North Carolina
$175K +$54K +2,250 +45%
PFS
41
Prospera Financial Services
Texas
$160K +$159K +6,623 New
WB
42
Webster Bank
Connecticut
$84K – – –
DWP
43
Destiny Wealth Partners
Florida
$78K -$30.5K -1,268 -28%
Simplex Trading
44
Simplex Trading
Illinois
$77K +$59.7K +2,484 +337%
GTAM
45
Global Trust Asset Management
Florida
$64K -$298K -12,406 -82%
SPIA
46
Steward Partners Investment Advisory
New York
$62K +$18.7K +779 +43%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$48.6K – – –
GWM
48
Geneos Wealth Management
Colorado
$46K – – –
AA
49
AlphaMark Advisors
Kentucky
$41K +$841 +35 +2%
AF
50
Allworth Financial
California
$40K -$41.7K -1,738 -51%
1
2
3

PFFA Hedge Fund Activity: Q1 2022 in Review

61 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q1 2022, worth a combined $77.4M — up 22% from $63.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PFFA positions and 8 closed out — a net gain of 1 holder — while 29 added to existing stakes and 12 trimmed.

The largest buyer was Infrastructure Capital Advisors, adding an estimated $10.1M. The largest seller was Jefferies Group, exiting entirely with an estimated $2.39M sold.

  • 61 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q1 2022, down from 64 in Q4 2021.
  • Funds reported $77.4M of Virtus InfraCap US Preferred Stock ETF stock for Q1 2022, up 22% quarter-over-quarter.
  • 9 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q1 2022 and 8 closed out, a net change of +1 holder.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q1 2022 was Infrastructure Capital Advisors, an estimated $10.1M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q1 2022 was Jefferies Group, an estimated $2.39M sold.

Based on aggregated 13F filings for Q1 2022.