We are live on ! Find out more
PFFA icon

Virtus InfraCap US Preferred Stock ETF
PFFA

143 hedge funds and large institutions have $220M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

129% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 28

30% more capital invested

Capital invested by funds: $169M → $220M (+$51.1M)

22% more funds holding

Funds holding: 117 → 143 (+26)

0.3% less ownership

Funds ownership: 17% → 16.71% (-0.3%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
143
Holders Change
+26
Holders Change %
+22.22%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
64
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$5.91M
2
SAM
Synergy Asset Management
Washington
+$3.83M
3
Jane Street
Jane Street
New York
+$3.26M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.39M
5
IA
Inspire Advisors
Idaho
+$2M

Top Sellers

1
ICA
Infrastructure Capital Advisors
New York
-$3.4M
2
AWA
Arete Wealth Advisors
Illinois
-$472K
3
AWM
Apollon Wealth Management
South Carolina
-$322K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$253K
5
BAM
Belpointe Asset Management
Nevada
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
26
Capital Analysts LLC
Pennsylvania
$1.98M -$29.9K -1,372 -2%
SIC
27
Samalin Investment Counsel
New York
$1.91M +$139K +6,354 +8%
CFGS
28
Concourse Financial Group Securities
Alabama
$1.86M +$9.27K +425 +0.5%
ASN
29
Advisory Services Network
Georgia
$1.76M – – –
PIWA
30
Prevail Innovative Wealth Advisors
Kansas
$1.55M +$1.48M +67,777 New
BAM
31
Belpointe Asset Management
Nevada
$1.4M -$115K -5,270 -8%
RJA
32
Raymond James & Associates
Florida
$1.36M +$304K +13,931 +31%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.35M +$4.67K +214 +0.4%
AWM
34
Apollon Wealth Management
South Carolina
$1.31M -$322K -14,762 -20%
NFSG
35
Newbridge Financial Services Group
Florida
$1.27M +$1.22M +55,748 New
PPW
36
Pasadena Private Wealth
California
$1.16M -$85.2K -3,906 -7%
EFMC
37
Empire Financial Management Company
New York
$1.15M -$654 -30 -0.1%
CPRC
38
Consolidated Portfolio Review Corp
New York
$1.11M +$42.5K +1,947 +4%
ASFA
39
All Season Financial Advisors
Colorado
$1.03M +$4.01K +184 +0.4%
BRWA
40
B. Riley Wealth Advisors
Florida
$995K +$19.5K +896 +2%
WT
41
Whittier Trust
California
$970K – – –
RA
42
RFG Advisory
Alabama
$947K +$255K +11,681 +39%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$928K -$253K -11,585 -22%
JWCA
44
J.W. Cole Advisors
Florida
$917K +$489K +22,404 +126%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$868K +$49.2K +2,257 +6%
LFAS
46
Level Four Advisory Services
Texas
$832K +$807K +37,010 New
SA
47
SFI Advisors
New Jersey
$790K +$755K +34,620 New
GRP
48
Global Retirement Partners
California
$776K -$49.5K -2,269 -6%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$732K +$207K +9,473 +42%
DC
50
Davenport & Co
Virginia
$721K +$134K +6,150 +24%
1
2
3 4 5

PFFA Hedge Fund Activity: Q3 2024 in Review

143 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q3 2024, worth a combined $220M — up 30% from $169M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PFFA positions and 8 closed out — a net gain of 26 holders — while 64 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.91M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $3.4M.

  • 143 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q3 2024, up from 117 in Q2 2024.
  • Funds reported $220M of Virtus InfraCap US Preferred Stock ETF stock for Q3 2024, up 30% quarter-over-quarter.
  • 34 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q3 2024 and 8 closed out, a net change of +26 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q3 2024 was LPL Financial, an estimated $5.91M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q3 2024 was Infrastructure Capital Advisors, an estimated $3.4M sold.

Based on aggregated 13F filings for Q3 2024.