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Virtus InfraCap US Preferred Stock ETF
PFFA

117 hedge funds and large institutions have $169M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 22

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $153M → $169M (+$15.8M)

9% more funds holding

Funds holding: 107 → 117 (+10)

0.33% more ownership

Funds ownership: 16.67% → 17% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
54
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.45M
2
OPAM
Ocean Park Asset Management
California
+$4.41M
3
SAM
Secure Asset Management
Michigan
+$2.08M
4
JFG
Jefferies Financial Group
New York
+$1.08M
5
CPRC
Consolidated Portfolio Review Corp
New York
+$974K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.9M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.4M
3
RA
RFG Advisory
Alabama
-$1.28M
4
TWP
Tempus Wealth Planning
California
-$629K
5
GS
GTS Securities
New York
-$406K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
Apollon Wealth Management
South Carolina
$1.52M -$56.4K -2,698 -4%
BAM
27
Belpointe Asset Management
Nevada
$1.4M +$186K +8,908 +15%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.24M +$34.6K +1,658 +3%
PPW
29
Pasadena Private Wealth
California
$1.15M -$84.1K -4,028 -7%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.1M -$1.4M -66,890 -56%
EFMC
31
Empire Financial Management Company
New York
$1.06M -$3.84K -184 -0.4%
CPRC
32
Consolidated Portfolio Review Corp
New York
$980K +$974K +46,615 New
RJA
33
Raymond James & Associates
Florida
$960K +$334K +15,999 +54%
ASFA
34
All Season Financial Advisors
Colorado
$944K +$196K +9,407 +27%
AWA
35
Arete Wealth Advisors
Illinois
$942K -$43.7K -2,094 -4%
BRWA
36
B. Riley Wealth Advisors
Florida
$897K -$77.5K -3,709 -8%
WT
37
Whittier Trust
California
$893K +$77.9K +3,731 +10%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$832K +$227K +10,848 +38%
GRP
39
Global Retirement Partners
California
$762K +$735K +35,210 +3,425%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$753K +$12.7K +608 +2%
RA
41
RFG Advisory
Alabama
$626K -$1.28M -61,192 -67%
DC
42
Davenport & Co
Virginia
$535K – – –
PAG
43
Private Advisor Group
New Jersey
$519K +$51.2K +2,450 +11%
BCI
44
Brinker Capital Investments
Pennsylvania
$514K -$1.19K -57 -0.2%
OPS
45
Orion Portfolio Solutions
Nebraska
$514K -$1.19K -57 -0.2%
LAM
46
LifePro Asset Management
California
$479K – – –
RJFSA
47
Raymond James Financial Services Advisors
Florida
$475K -$48.1K -2,303 -9%
KAS
48
Kestra Advisory Services
Texas
$452K +$12.6K +605 +3%
BFA
49
Beacon Financial Advisory
Ohio
$450K +$148K +7,091 +50%
AWP
50
Atlas Wealth Partners
Pennsylvania
$421K – – –
1
2
3 4 5

PFFA Hedge Fund Activity: Q2 2024 in Review

117 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q2 2024, worth a combined $169M — up 10% from $153M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PFFA positions and 9 closed out — a net gain of 12 holders — while 54 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.45M. The largest seller was Osaic Holdings, cutting an estimated $3.9M.

  • 117 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q2 2024, up from 107 in Q1 2024.
  • Funds reported $169M of Virtus InfraCap US Preferred Stock ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 21 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q2 2024 and 9 closed out, a net change of +12 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q2 2024 was LPL Financial, an estimated $4.45M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q2 2024 was Osaic Holdings, an estimated $3.9M sold.

Based on aggregated 13F filings for Q2 2024.