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Virtus InfraCap US Preferred Stock ETF
PFFA

99 hedge funds and large institutions have $131M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 3

138% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 16

34% more funds holding

Funds holding: 74 → 99 (+25)

22% more capital invested

Capital invested by funds: $107M → $131M (+$23.9M)

0.53% more ownership

Funds ownership: 16.99% → 17.52% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
99
Holders Change
+25
Holders Change %
+33.78%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
38
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Synergy Asset Management
Washington
+$9.03M
2
LPL Financial
LPL Financial
California
+$5.65M
3
SAM
Secure Asset Management
Michigan
+$2.86M
4
BSG
Black Swift Group
Colorado
+$2.28M
5
CAL
Capital Analysts LLC
Pennsylvania
+$1.46M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$12.6M
2
NA
NewEdge Advisors
Louisiana
-$2.54M
3
PWM
Peterson Wealth Management
Nevada
-$1.9M
4
RSWM
Robertson Stephens Wealth Management
California
-$1.1M
5
ASN
Advisory Services Network
Georgia
-$457K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
26
Pasadena Private Wealth
California
$1.38M +$1.28M +66,671 New
EFMC
27
Empire Financial Management Company
New York
$1.05M -$22.5K -1,169 -2%
SPIA
28
Steward Partners Investment Advisory
New York
$1.03M +$652K +33,950 +218%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.01M +$942K +49,050 New
BRWA
30
B. Riley Wealth Advisors
Florida
$950K -$9.07K -472 -1%
ASFA
31
All Season Financial Advisors
Colorado
$772K -$18.2K -949 -2%
Stifel Financial
32
Stifel Financial
Missouri
$738K +$413K +21,476 +151%
PWM
33
Peterson Wealth Management
Nevada
$734K -$1.9M -98,748 -74%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$683K -$5.03K -262 -0.8%
TWP
35
Tempus Wealth Planning
California
$621K +$576K +30,000 New
DC
36
Davenport & Co
Virginia
$527K +$9.61K +500 +2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$481K -$256K -13,312 -36%
AWM
38
AE Wealth Management
Kansas
$419K +$385K +20,036 New
GS
39
GTS Securities
New York
$401K +$372K +19,374 New
KAS
40
Kestra Advisory Services
Texas
$392K +$62.2K +3,239 +21%
AWP
41
Atlas Wealth Partners
Pennsylvania
$371K +$18.3K +950 +6%
CAN
42
Cetera Advisor Networks
California
$364K +$338K +17,599 New
PAG
43
Private Advisor Group
New Jersey
$354K +$22.6K +1,179 +7%
CAM
44
Creekmur Asset Management
Illinois
$350K +$324K +16,890 New
BFA
45
Beacon Financial Advisory
Ohio
$318K +$14.8K +770 +5%
HH
46
Hilltop Holdings
Texas
$309K – – –
Truist Financial
47
Truist Financial
North Carolina
$285K – – –
NAS
48
NWF Advisory Services
California
$271K +$40.8K +2,122 +19%
TWM
49
Tradition Wealth Management
Minnesota
$260K +$19.8K +1,033 +9%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$257K +$238K +12,412 New
1
2
3 4 5

PFFA Hedge Fund Activity: Q4 2023 in Review

99 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q4 2023, worth a combined $131M — up 22% from $107M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PFFA positions and 3 closed out — a net gain of 26 holders — while 38 added to existing stakes and 16 trimmed.

The largest buyer was Synergy Asset Management, opening a new position worth an estimated $9.03M. The largest seller was Osaic Holdings, cutting an estimated $12.6M.

  • 99 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q4 2023, up from 74 in Q3 2023.
  • Funds reported $131M of Virtus InfraCap US Preferred Stock ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 29 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q4 2023 and 3 closed out, a net change of +26 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q4 2023 was Synergy Asset Management, an estimated $9.03M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q4 2023 was Osaic Holdings, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2023.