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Virtus InfraCap US Preferred Stock ETF
PFFA

Overview Fund Activity

72 hedge funds and large institutions have $104M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
39
Reduced
9
Closed
6
Calls
$381K
Puts
–
Net Calls
+$381K
Net Calls Change
+$381K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$26M
2
ICA
2
Infrastructure Capital Advisors
New York
$9.15M
3
LPL Financial
3
LPL Financial
California
$15.3M
4
BSG
4
Black Swift Group
Colorado
$2.24M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.03M

Top Sellers

1
PWM
1
Peterson Wealth Management
Nevada
$2.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Mariner
3
Mariner
Kansas
$0
4
DC
4
Davenport & Co
Virginia
$483K
5
EFMC
5
Empire Financial Management Company
New York
$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASFA
26
All Season Financial Advisors
Colorado
$739K +$372K +19,242 +101%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$707K +$166K +8,591 +31%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$643K +$15.7K +811 +2%
ASN
29
Advisory Services Network
Georgia
$561K -$24.4K -1,260 -4%
DC
30
Davenport & Co
Virginia
$483K -$190K -9,800 -28%
LSA
31
Lion Street Advisors
Texas
$308K +$71.2K +3,684 +30%
PAG
32
Private Advisor Group
New Jersey
$308K +$4.97K +257 +2%
KAS
33
Kestra Advisory Services
Texas
$303K +$6.48K +335 +2%
AWP
34
Atlas Wealth Partners
Pennsylvania
$303K +$27.9K +1,550 +10%
SPIA
35
Steward Partners Investment Advisory
New York
$301K +$241K +12,450 +402%
HH
36
Hilltop Holdings
Texas
$288K +$89.1K +4,605 +45%
BFA
37
Beacon Financial Advisory
Ohio
$282K +$7K +362 +3%
Stifel Financial
38
Stifel Financial
Missouri
$274K +$274K +14,183 New
Truist Financial
39
Truist Financial
North Carolina
$266K – – –
TWM
40
Tradition Wealth Management
Minnesota
$222K +$907 +47 +0.4%
GWWM
41
Great Waters Wealth Management
Minnesota
$186K – – –
AI
42
AXS Investments
New York
$96.7K +$96.7K +5,000 New
AA
43
AlphaMark Advisors
Kentucky
$96K +$50.1K +2,602 +109%
S
44
SignatureFD
Georgia
$74.9K -$116K -5,999 -61%
HGERS
45
Householder Group Estate & Retirement Specialist
Arizona
$74.4K +$74.4K +3,847 New
PTC
46
Private Trust Company
Ohio
$70.4K +$70.4K +3,641 New
WB
47
Webster Bank
Connecticut
$67.1K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$61K +$2.28K +118 +4%
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$53.7K +$1.81K +95 +3%
HI
50
Harbour Investments
Wisconsin
$51.2K -$10.1K -520 -16%
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