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Virtus InfraCap US Preferred Stock ETF
PFFA

Overview Fund Activity

97 hedge funds and large institutions have $128M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
97
Holders Change
+25
Holders Change %
+34.72%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
36
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Synergy Asset Management
Washington
$9.73M
2
LPL Financial
2
LPL Financial
California
$22.5M
3
SAM
3
Secure Asset Management
Michigan
$3.08M
4
BSG
4
Black Swift Group
Colorado
$4.86M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$1.58M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.3M
2
NA
2
NewEdge Advisors
Louisiana
$185K
3
PWM
3
Peterson Wealth Management
Nevada
$734K
4
RSWM
4
Robertson Stephens Wealth Management
California
$0
5
ASN
5
Advisory Services Network
Georgia
$108K
Name Holding Trade Value Shares
Change 		Shares
Change %
EFMC
26
Empire Financial Management Company
New York
$1.05M -$24.2K -1,169 -2%
SPIA
27
Steward Partners Investment Advisory
New York
$1.03M +$703K +33,950 +218%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.02M +$1.02M +49,050 New
BRWA
29
B. Riley Wealth Advisors
Florida
$950K -$9.78K -472 -1%
ASFA
30
All Season Financial Advisors
Colorado
$772K -$19.7K -949 -2%
Stifel Financial
31
Stifel Financial
Missouri
$738K +$445K +21,476 +151%
PWM
32
Peterson Wealth Management
Nevada
$734K -$2.05M -98,748 -74%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$683K -$5.43K -262 -0.8%
TWP
34
Tempus Wealth Planning
California
$621K +$621K +30,000 New
DC
35
Davenport & Co
Virginia
$527K +$10.4K +500 +2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$481K -$276K -13,312 -36%
AWM
37
AE Wealth Management
Kansas
$419K +$419K +20,036 New
GS
38
GTS Securities
New York
$401K +$401K +19,374 New
KAS
39
Kestra Advisory Services
Texas
$392K +$67.1K +3,239 +21%
AWP
40
Atlas Wealth Partners
Pennsylvania
$371K +$19.8K +950 +6%
CAN
41
Cetera Advisor Networks
California
$364K +$364K +17,599 New
PAG
42
Private Advisor Group
New Jersey
$354K +$24.4K +1,179 +7%
CAM
43
Creekmur Asset Management
Illinois
$350K +$350K +16,890 New
BFA
44
Beacon Financial Advisory
Ohio
$318K +$15.9K +770 +5%
HH
45
Hilltop Holdings
Texas
$309K – – –
Truist Financial
46
Truist Financial
North Carolina
$285K – – –
TWM
47
Tradition Wealth Management
Minnesota
$260K +$21.4K +1,033 +9%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$257K +$257K +12,412 New
DADC
49
D.A. Davidson & Co
Montana
$230K +$230K +11,115 New
LSA
50
Lion Street Advisors
Texas
$220K -$110K -5,317 -33%
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