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Virtus InfraCap US Preferred Stock ETF
PFFA

74 hedge funds and large institutions have $107M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 9

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

43% more capital invested

Capital invested by funds: $74.6M → $107M (+$32.4M)

7% more funds holding

Funds holding: 69 → 74 (+5)

4.05% more ownership

Funds ownership: 12.95% → 16.99% (+4%)

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
40
Reduced
9
Closed
6
Calls
$381K
Puts
–
Net Calls
+$381K
Net Calls Change
+$381K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$13M
2
ICA
Infrastructure Capital Advisors
New York
+$6.49M
3
LPL Financial
LPL Financial
California
+$5.78M
4
BSG
Black Swift Group
Colorado
+$2.27M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.54M

Top Sellers

1
PWM
Peterson Wealth Management
Nevada
-$376K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$228K
3
Mariner
Mariner
Kansas
-$201K
4
DC
Davenport & Co
Virginia
-$192K
5
EFMC
Empire Financial Management Company
New York
-$145K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$896K +$67.5K +3,444 +8%
ASFA
27
All Season Financial Advisors
Colorado
$739K +$377K +19,242 +101%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$707K +$168K +8,591 +31%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$643K +$15.9K +811 +2%
ASN
30
Advisory Services Network
Georgia
$561K -$24.7K -1,260 -4%
DC
31
Davenport & Co
Virginia
$483K -$192K -9,800 -28%
LSA
32
Lion Street Advisors
Texas
$308K +$72.2K +3,684 +30%
PAG
33
Private Advisor Group
New Jersey
$308K +$5.04K +257 +2%
KAS
34
Kestra Advisory Services
Texas
$303K +$6.56K +335 +2%
AWP
35
Atlas Wealth Partners
Pennsylvania
$303K +$30.4K +1,550 +10%
SPIA
36
Steward Partners Investment Advisory
New York
$301K +$244K +12,450 +402%
HH
37
Hilltop Holdings
Texas
$288K +$90.2K +4,605 +45%
BFA
38
Beacon Financial Advisory
Ohio
$282K +$7.09K +362 +3%
Stifel Financial
39
Stifel Financial
Missouri
$274K +$278K +14,183 New
Truist Financial
40
Truist Financial
North Carolina
$266K – – –
TWM
41
Tradition Wealth Management
Minnesota
$222K +$921 +47 +0.4%
NAS
42
NWF Advisory Services
California
$212K +$214K +10,940 New
GWWM
43
Great Waters Wealth Management
Minnesota
$186K – – –
AI
44
AXS Investments
New York
$96.7K +$98K +5,000 New
AA
45
AlphaMark Advisors
Kentucky
$96K +$51K +2,602 +109%
S
46
SignatureFD
Georgia
$74.9K -$118K -5,999 -61%
HGERS
47
Householder Group Estate & Retirement Specialist
Arizona
$74.4K +$75.4K +3,847 New
PTC
48
Private Trust Company
Ohio
$70.4K +$71.3K +3,641 New
WB
49
Webster Bank
Connecticut
$67.1K – – –
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$61K +$2.31K +118 +4%
1
2
3 4

PFFA Hedge Fund Activity: Q3 2023 in Review

74 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q3 2023, worth a combined $107M — up 43% from $74.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PFFA positions and 6 closed out — a net gain of 5 holders — while 40 added to existing stakes and 9 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $13M. The largest seller was Peterson Wealth Management, cutting an estimated $376K.

  • 74 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q3 2023, up from 69 in Q2 2023.
  • Funds reported $107M of Virtus InfraCap US Preferred Stock ETF stock for Q3 2023, up 43% quarter-over-quarter.
  • 11 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q3 2023 and 6 closed out, a net change of +5 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q3 2023 was Osaic Holdings, an estimated $13M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q3 2023 was Peterson Wealth Management, an estimated $376K sold.

Based on aggregated 13F filings for Q3 2023.