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Virtus InfraCap US Preferred Stock ETF
PFFA

Overview Fund Activity

70 hedge funds and large institutions have $71.3M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
36
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.3M
2
JFG
2
Jefferies Financial Group
New York
$4.58M
3
RSWM
3
Robertson Stephens Wealth Management
California
$1.27M
4
LPL Financial
4
LPL Financial
California
$8.05M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.04M

Top Sellers

1
PWM
1
Peterson Wealth Management
Nevada
$3.48M
2
ICA
2
Infrastructure Capital Advisors
New York
$10.4M
3
PCM
3
Prelude Capital Management
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BWM
5
BlackDiamond Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$337K -$98.5K -5,096 -23%
LSA
27
Lion Street Advisors
Texas
$329K +$92.1K +4,765 +39%
KAS
28
Kestra Advisory Services
Texas
$289K +$6.59K +341 +2%
Truist Financial
29
Truist Financial
North Carolina
$277K +$78.7K +4,076 +40%
BFA
30
Beacon Financial Advisory
Ohio
$261K +$15.4K +798 +6%
HGERS
31
Householder Group Estate & Retirement Specialist
Arizona
$247K +$247K +12,759 New
AWP
32
Atlas Wealth Partners
Pennsylvania
$247K +$247K +13,175 New
AWM
33
Accurate Wealth Management
Florida
$243K +$137K +7,108 +129%
PAG
34
Private Advisor Group
New Jersey
$243K +$243K +12,555 New
RA
35
RFG Advisory
Alabama
$232K +$12.6K +652 +6%
Mariner
36
Mariner
Kansas
$202K +$202K +10,446 New
HH
37
Hilltop Holdings
Texas
$199K – – –
OIA
38
OneDigital Investment Advisors
Kansas
$197K -$67.4K -3,487 -26%
CFGS
39
Concourse Financial Group Securities
Alabama
$123K +$23.2K +1,200 +23%
S
40
SignatureFD
Georgia
$117K +$58K +3,002 +98%
Bank of America
41
Bank of America
North Carolina
$96.6K +$96.6K +5,000 New
WB
42
Webster Bank
Connecticut
$67.1K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$59.8K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$55K +$20.1K +1,036 +58%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$51.3K +$32K +1,669 +166%
Morgan Stanley
46
Morgan Stanley
New York
$49.2K +$5.22K +270 +12%
AA
47
AlphaMark Advisors
Kentucky
$47K +$3.6K +188 +8%
AIP
48
Ahrens Investment Partners
Louisiana
$43.1K +$43.1K +2,233 New
SWM
49
Spire Wealth Management
Virginia
$38.5K -$135 -7 -0.4%
UBS Group
50
UBS Group
Switzerland
$35.8K -$27.1K -1,403 -43%
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