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Virtus InfraCap US Preferred Stock ETF
PFFA

Overview Fund Activity

68 hedge funds and large institutions have $72.5M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
32
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$2.52M
2
LPL Financial
2
LPL Financial
California
$9.77M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$3.53M
4
AWA
4
Arete Wealth Advisors
Illinois
$857K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.3M

Top Sellers

1
ICA
1
Infrastructure Capital Advisors
New York
$2.78M
2
PWM
2
Peterson Wealth Management
Nevada
$3.01M
3
ASFA
3
All Season Financial Advisors
Colorado
$372K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
JFG
5
Jefferies Financial Group
New York
$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$549K +$149K +7,585 +37%
CFGS
27
Concourse Financial Group Securities
Alabama
$549K +$424K +21,590 +339%
ASFA
28
All Season Financial Advisors
Colorado
$372K -$368K -18,734 -50%
LSA
29
Lion Street Advisors
Texas
$308K -$120K -4,765 -28%
PAG
30
Private Advisor Group
New Jersey
$307K +$60.9K +3,100 +25%
KAS
31
Kestra Advisory Services
Texas
$301K +$7.23K +368 +2%
AWP
32
Atlas Wealth Partners
Pennsylvania
$300K +$41.2K +2,100 +16%
RA
33
RFG Advisory
Alabama
$289K +$53.2K +2,711 +23%
BFA
34
Beacon Financial Advisory
Ohio
$279K +$13.6K +692 +5%
Truist Financial
35
Truist Financial
North Carolina
$270K -$11.8K -600 -4%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$228K +$228K +11,621 New
TWM
37
Tradition Wealth Management
Minnesota
$225K -$120K -6,120 -35%
HH
38
Hilltop Holdings
Texas
$202K – – –
Mariner
39
Mariner
Kansas
$201K -$4.64K -236 -2%
GWWM
40
Great Waters Wealth Management
Minnesota
$196K +$196K +10,000 New
S
41
SignatureFD
Georgia
$194K +$74.7K +3,802 +63%
Bank of America
42
Bank of America
North Carolina
$98.2K – – –
WB
43
Webster Bank
Connecticut
$68.2K – – –
Morgan Stanley
44
Morgan Stanley
New York
$65.7K +$15.7K +800 +31%
HI
45
Harbour Investments
Wisconsin
$62.2K +$51.7K +2,630 +488%
SPIA
46
Steward Partners Investment Advisory
New York
$60.8K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$60K +$4.14K +210 +7%
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$53.2K +$976 +50 +2%
AA
49
AlphaMark Advisors
Kentucky
$47K -$1.52K -77 -3%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$42K +$42K +2,137 New
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2
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