We are live on ! Find out more
PFFA icon

Virtus InfraCap US Preferred Stock ETF
PFFA

107 hedge funds and large institutions have $153M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 17

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

17% more capital invested

Capital invested by funds: $131M → $153M (+$22.4M)

8% more funds holding

Funds holding: 99 → 107 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.85% less ownership

Funds ownership: 17.52% → 16.67% (-0.85%)

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
53
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.76M
2
LPL Financial
LPL Financial
California
+$3.75M
3
SPIA
Steward Partners Investment Advisory
New York
+$3.24M
4
SMC
Smith, Moore & Co
Missouri
+$1.61M
5
BAM
Belpointe Asset Management
Nevada
+$1.2M

Top Sellers

1
SAM
Synergy Asset Management
Washington
-$9.73M
2
PWM
Peterson Wealth Management
Nevada
-$734K
3
AWA
Arete Wealth Advisors
Illinois
-$483K
4
AWM
AE Wealth Management
Kansas
-$419K
5
JFG
Jefferies Financial Group
New York
-$247K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.32M +$574K +27,510 +77%
ASN
27
Advisory Services Network
Georgia
$1.31M +$1.2M +57,524 +1,100%
PPW
28
Pasadena Private Wealth
California
$1.23M -$164K -7,846 -12%
BAM
29
Belpointe Asset Management
Nevada
$1.21M +$1.2M +57,601 New
HighTower Advisors
30
HighTower Advisors
Illinois
$1.2M +$171K +8,193 +17%
EFMC
31
Empire Financial Management Company
New York
$1.06M +$960 +46 +0.1%
AWA
32
Arete Wealth Advisors
Illinois
$979K -$483K -23,138 -33%
BRWA
33
B. Riley Wealth Advisors
Florida
$896K +$9.85K +472 +1%
WT
34
Whittier Trust
California
$812K +$803K +38,460 +12,820%
ASFA
35
All Season Financial Advisors
Colorado
$744K -$36.8K -1,764 -5%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$737K +$45.6K +2,182 +7%
TWP
37
Tempus Wealth Planning
California
$629K – – –
RJA
38
Raymond James & Associates
Florida
$621K +$619K +29,650 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$602K +$115K +5,497 +24%
DC
40
Davenport & Co
Virginia
$533K – – –
RJFSA
41
Raymond James Financial Services Advisors
Florida
$521K +$260K +12,462 +100%
BCI
42
Brinker Capital Investments
Pennsylvania
$513K +$511K +24,497 New
OPS
43
Orion Portfolio Solutions
Nebraska
$513K +$511K +24,497 New
LAM
44
LifePro Asset Management
California
$477K +$476K +22,784 New
PAG
45
Private Advisor Group
New Jersey
$465K +$107K +5,128 +30%
KAS
46
Kestra Advisory Services
Texas
$438K +$41.3K +1,980 +10%
AWP
47
Atlas Wealth Partners
Pennsylvania
$417K +$46.4K +2,225 +13%
GS
48
GTS Securities
New York
$406K +$501 +24 +0.1%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$396K +$395K +18,910 New
CAN
50
Cetera Advisor Networks
California
$385K +$16.7K +800 +5%
1
2
3 4 5

PFFA Hedge Fund Activity: Q1 2024 in Review

107 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q1 2024, worth a combined $153M — up 17% from $131M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PFFA positions and 8 closed out — a net gain of 8 holders — while 53 added to existing stakes and 17 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $9.76M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $9.73M sold.

  • 107 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q1 2024, up from 99 in Q4 2023.
  • Funds reported $153M of Virtus InfraCap US Preferred Stock ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 16 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q1 2024 and 8 closed out, a net change of +8 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q1 2024 was Royal Bank of Canada, an estimated $9.76M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q1 2024 was Synergy Asset Management, an estimated $9.73M sold.

Based on aggregated 13F filings for Q1 2024.