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Virtus InfraCap US Preferred Stock ETF
PFFA

157 hedge funds and large institutions have $268M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 26

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

90% more call options, than puts

Call options by funds: $578K | Put options by funds: $304K

22% more capital invested

Capital invested by funds: $220M → $268M (+$48.1M)

10% more funds holding

Funds holding: 143 → 157 (+14)

2.39% more ownership

Funds ownership: 16.71% → 19.09% (+2.4%)

Holders
157
Holders Change
+14
Holders Change %
+9.79%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
72
Reduced
26
Closed
17
Calls
$578K
Puts
$304K
Net Calls
+$274K
Net Calls Change
+$274K

Top Buyers

1
RSWM
Robertson Stephens Wealth Management
California
+$10M
2
LPL Financial
LPL Financial
California
+$5.85M
3
Stifel Financial
Stifel Financial
Missouri
+$5.37M
4
MML Investors Services
MML Investors Services
Massachusetts
+$3.58M
5
GRP
Global Retirement Partners
California
+$3.28M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$4.95M
2
Jane Street
Jane Street
New York
-$3.14M
3
JFG
Jefferies Financial Group
New York
-$1.51M
4
SA
SFI Advisors
New Jersey
-$790K
5
Osaic Holdings
Osaic Holdings
Arizona
-$758K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
26
Concourse Financial Group Securities
Alabama
$2.68M +$883K +39,065 +48%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.57M +$360K +15,941 +16%
SMC
28
Smith, Moore & Co
Missouri
$2.24M +$210K +9,296 +10%
HighTower Advisors
29
HighTower Advisors
Illinois
$2.18M +$912K +40,314 +68%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.15M +$16.8K +741 +0.8%
KAS
31
Kestra Advisory Services
Texas
$2.13M +$1.75M +77,265 +387%
Citadel Advisors
32
Citadel Advisors
Florida
$2.09M +$2.16M +95,631 New
SSWM
33
Sheets Smith Wealth Management
North Carolina
$2.02M +$82.6K +3,651 +4%
CAL
34
Capital Analysts LLC
Pennsylvania
$1.86M -$41.2K -1,820 -2%
SIC
35
Samalin Investment Counsel
New York
$1.86M +$25.1K +1,112 +1%
FGC
36
Financial Gravity Companies
Texas
$1.67M +$1.73M +76,448 New
NFSG
37
Newbridge Financial Services Group
Florida
$1.63M +$420K +18,571 +33%
RA
38
RFG Advisory
Alabama
$1.54M +$647K +28,625 +69%
BAM
39
Belpointe Asset Management
Nevada
$1.33M -$15.9K -702 -1%
CWIG
40
Chung Wu Investment Group
Texas
$1.32M +$1.36M +60,240 New
AWM
41
Apollon Wealth Management
South Carolina
$1.22M -$41.4K -1,830 -3%
CPRC
42
Consolidated Portfolio Review Corp
New York
$1.19M +$130K +5,745 +12%
WA
43
Wealthstar Advisors
Texas
$1.1M +$1.13M +50,036 New
PPW
44
Pasadena Private Wealth
California
$1.1M -$19.9K -879 -2%
EFMC
45
Empire Financial Management Company
New York
$1.08M -$21.6K -955 -2%
AQR Capital Management
46
AQR Capital Management
Connecticut
$1.07M +$1.11M +49,000 New
JTWM
47
Jackson Thornton Wealth Management
Alabama
$1.07M +$1.11M +49,000 New
JWCA
48
J.W. Cole Advisors
Florida
$1M +$129K +5,703 +14%
DC
49
Davenport & Co
Virginia
$983K +$300K +13,280 +42%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$982K +$94.8K +4,193 +10%
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PFFA Hedge Fund Activity: Q4 2024 in Review

157 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q4 2024, worth a combined $268M — up 22% from $220M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PFFA positions and 17 closed out — a net gain of 19 holders — while 72 added to existing stakes and 26 trimmed.

The largest buyer was Robertson Stephens Wealth Management, opening a new position worth an estimated $10M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $4.95M sold.

  • 157 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q4 2024, up from 143 in Q3 2024.
  • Funds reported $268M of Virtus InfraCap US Preferred Stock ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 36 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q4 2024 and 17 closed out, a net change of +19 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q4 2024 was Robertson Stephens Wealth Management, an estimated $10M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q4 2024 was Ocean Park Asset Management, an estimated $4.95M sold.

Based on aggregated 13F filings for Q4 2024.