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Virtus InfraCap US Preferred Stock ETF
PFFA

Overview Fund Activity

68 hedge funds and large institutions have $55.1M invested in Virtus InfraCap US Preferred Stock ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
22
Reduced
13
Closed
10
Calls
$265K
Puts
–
Net Calls
+$265K
Net Calls Change
+$265K

Top Buyers

1
JFG
1
Jefferies Financial Group
New York
$2.08M
2
AWM
2
Apollon Wealth Management
South Carolina
$1.51M
3
SIS
3
Sound Income Strategies
Florida
$2.66M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$2.43M
5
SIC
5
Samalin Investment Counsel
New York
$683K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$7.38M
2
OPW
2
Oxler Private Wealth
New York
$0
3
LPL Financial
3
LPL Financial
California
$6.41M
4
PWM
4
Peterson Wealth Management
Nevada
$4.32M
5
CT
5
Coastline Trust
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASFA
26
All Season Financial Advisors
Colorado
$273K +$273K +15,060 New
KAS
27
Kestra Advisory Services
Texas
$265K +$6.24K +344 +2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$258K -$520K -28,684 -67%
BWM
29
BlackDiamond Wealth Management
New York
$250K +$20K +1,016 +9%
OIA
30
OneDigital Investment Advisors
Kansas
$248K – – –
RA
31
RFG Advisory
Alabama
$243K +$243K +11,353 New
BFA
32
Beacon Financial Advisory
Ohio
$231K -$16.3K -897 -7%
HH
33
Hilltop Holdings
Texas
$187K +$187K +10,300 New
Truist Financial
34
Truist Financial
North Carolina
$187K – – –
AWM
35
Accurate Wealth Management
Florida
$108K +$108K +5,499 New
CFGS
36
Concourse Financial Group Securities
Alabama
$93.6K +$8.29K +457 +10%
WB
37
Webster Bank
Connecticut
$63K – – –
DWP
38
Destiny Wealth Partners
Florida
$59.1K – – –
UBS Group
39
UBS Group
Switzerland
$59K -$22.1K -1,221 -27%
SPIA
40
Steward Partners Investment Advisory
New York
$56.2K – – –
S
41
SignatureFD
Georgia
$55.6K +$55.6K +3,067 New
Simplex Trading
42
Simplex Trading
Illinois
$53K +$53K +2,931 New
AF
43
Allworth Financial
California
$41.3K +$1.05K +58 +3%
Morgan Stanley
44
Morgan Stanley
New York
$41.3K – – –
AA
45
AlphaMark Advisors
Kentucky
$41K +$8.53K +472 +26%
US Bancorp
46
US Bancorp
Minnesota
$39.1K +$39.1K +2,157 New
SWM
47
Spire Wealth Management
Virginia
$36K +$36K +2,000 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$33K +$13.9K +758 +73%
MCC
49
Money Concepts Capital
Florida
$32.7K +$32.7K +1,800 New
BAM
50
Belpointe Asset Management
Nevada
$29.9K +$29.9K +1,647 New
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