We are live on ! Find out more
PFFA icon

Virtus InfraCap US Preferred Stock ETF

71 hedge funds and large institutions have $73.3M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 13

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

29% more capital invested

Capital invested by funds: $56.9M → $73.3M (+$16.5M)

3% more funds holding

Funds holding: 6971 (+2)

1.7% more ownership

Funds ownership: 12.28%13.98% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
37
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$340K +$862 +43 +0.2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$337K -$102K -5,096 -23%
LSA
28
Lion Street Advisors
Texas
$329K +$95.6K +4,765 +39%
KAS
29
Kestra Advisory Services
Texas
$289K +$6.84K +341 +2%
Truist Financial
30
Truist Financial
North Carolina
$277K +$81.7K +4,076 +40%
BFA
31
Beacon Financial Advisory
Ohio
$261K +$16K +798 +6%
HGERS
32
Householder Group Estate & Retirement Specialist
Arizona
$247K +$256K +12,759 New
AWP
33
Atlas Wealth Partners
Pennsylvania
$247K +$264K +13,175 New
AWM
34
Accurate Wealth Management
Florida
$243K +$143K +7,108 +129%
PAG
35
Private Advisor Group
New Jersey
$243K +$252K +12,555 New
RA
36
RFG Advisory
Alabama
$232K +$13.1K +652 +6%
Mariner
37
Mariner
Kansas
$202K +$209K +10,446 New
HH
38
Hilltop Holdings
Texas
$199K
OIA
39
OneDigital Investment Advisors
Kansas
$197K -$69.9K -3,487 -26%
CFGS
40
Concourse Financial Group Securities
Alabama
$123K +$24.1K +1,200 +23%
S
41
SignatureFD
Georgia
$117K +$60.2K +3,002 +98%
Bank of America
42
Bank of America
North Carolina
$96.6K +$100K +5,000 New
WB
43
Webster Bank
Connecticut
$67.1K
SPIA
44
Steward Partners Investment Advisory
New York
$59.8K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$55K +$20.8K +1,036 +58%
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$51.3K +$33.5K +1,669 +166%
Morgan Stanley
47
Morgan Stanley
New York
$49.2K +$5.41K +270 +12%
AA
48
AlphaMark Advisors
Kentucky
$47K +$3.77K +188 +8%
AIP
49
Ahrens Investment Partners
Louisiana
$43.1K +$44.8K +2,233 New
SWM
50
Spire Wealth Management
Virginia
$38.5K -$140 -7 -0.4%

PFFA Hedge Fund Activity: Q1 2023 in Review

71 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q1 2023, worth a combined $73.3M — up 29% from $56.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PFFA positions and 7 closed out — a net gain of 3 holders — while 37 added to existing stakes and 13 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $4.6M. The largest seller was Peterson Wealth Management, cutting an estimated $1.16M.

  • 71 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q1 2023, up from 69 in Q4 2022.
  • Funds reported $73.3M of Virtus InfraCap US Preferred Stock ETF stock for Q1 2023, up 29% quarter-over-quarter.
  • 10 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q1 2023 and 7 closed out, a net change of +3 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q1 2023 was Osaic Holdings, an estimated $4.6M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q1 2023 was Peterson Wealth Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2023.