We are live on ! Find out more
PFFA icon

Virtus InfraCap US Preferred Stock ETF

63 hedge funds and large institutions have $64.1M invested in Virtus InfraCap US Preferred Stock ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.21% less ownership

Funds ownership: 13.53%13.32% (-0.21%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

5% less funds holding

Funds holding: 6663 (-3)

6% less capital invested

Capital invested by funds: $67.8M → $64.1M (-$3.76M)

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
28
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$300K -$42.4K -1,961 -11%
HGERS
27
Householder Group Estate & Retirement Specialist
Arizona
$292K -$18.4K -850 -5%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$287K -$38.7K -1,792 -11%
KAS
29
Kestra Advisory Services
Texas
$272K +$309K +14,288 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$267K +$22.5K +1,040 +8%
OIA
31
OneDigital Investment Advisors
Kansas
$260K
BFA
32
Beacon Financial Advisory
Ohio
$259K +$22.2K +1,026 +8%
TCM
33
Triumph Capital Management
Colorado
$224K +$255K +11,777 New
Citadel Advisors
34
Citadel Advisors
Florida
$218K +$247K +11,437 New
BWM
35
BlackDiamond Wealth Management
New York
$215K +$14.7K +678 +6%
WIA
36
World Investment Advisors
California
$200K +$173 +8 +0.1%
Truist Financial
37
Truist Financial
North Carolina
$195K
Bank of America
38
Bank of America
North Carolina
$140K +$2.05K +95 +1%
APA
39
American Portfolios Advisors
New York
$124K -$58.7K -2,715 -29%
CFGS
40
Concourse Financial Group Securities
Alabama
$90K +$75.8K +3,505 +292%
UBS Group
41
UBS Group
Switzerland
$85K +$95.8K +4,432 +10,073%
WB
42
Webster Bank
Connecticut
$66K
DWP
43
Destiny Wealth Partners
Florida
$62K
SPIA
44
Steward Partners Investment Advisory
New York
$59K +$14.7K +679 +28%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$49K +$50.4K +2,333 +960%
Morgan Stanley
46
Morgan Stanley
New York
$43K -$233K -10,799 -83%
AF
47
Allworth Financial
California
$42K +$1.08K +50 +2%
AA
48
AlphaMark Advisors
Kentucky
$34K +$886 +41 +2%
FCMT
49
Founders Capital Management (Texas)
Texas
$30K
FA
50
Flagstar Advisors
New York
$28.6K +$32.4K +1,500 New

PFFA Hedge Fund Activity: Q3 2022 in Review

63 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q3 2022, worth a combined $64.1M — down 5.5% from $67.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PFFA and 10 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 28 added.

The largest buyer was LFS Asset Management, opening a new position worth an estimated $1.16M. The largest seller was LPL Financial, cutting an estimated $2.21M.

  • 63 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q3 2022, down from 66 in Q2 2022.
  • Funds reported $64.1M of Virtus InfraCap US Preferred Stock ETF stock for Q3 2022, down 5.5% quarter-over-quarter.
  • 10 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q3 2022 and 11 closed out, a net change of -1 holder.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q3 2022 was LFS Asset Management, an estimated $1.16M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q3 2022 was LPL Financial, an estimated $2.21M sold.

Based on aggregated 13F filings for Q3 2022.