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Virtus InfraCap US Preferred Stock ETF
PFFA

152 hedge funds and large institutions have $267M invested in Virtus InfraCap US Preferred Stock ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 28 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $524K

150% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 28

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

0% less capital invested

Capital invested by funds: $268M → $267M (-$1.11M)

0.88% less ownership

Funds ownership: 19.09% → 18.21% (-0.88%)

3% less funds holding

Funds holding: 157 → 152 (-5)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
70
Reduced
28
Closed
26
Calls
$1.31M
Puts
$524K
Net Calls
+$787K
Net Calls Change
+$513K

Top Buyers

1
LPL Financial
LPL Financial
California
+$11.8M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.51M
3
AI
AXS Investments
New York
+$3.15M
4
GS
GWN Securities
Florida
+$2.55M
5
AF
Advisornet Financial
Minnesota
+$2.51M

Top Sellers

1
RSWM
Robertson Stephens Wealth Management
California
-$9.53M
2
SAM
Synergy Asset Management
Washington
-$4.01M
3
Stifel Financial
Stifel Financial
Missouri
-$3.81M
4
SAM
Secure Asset Management
Michigan
-$3.69M
5
IA
Inspire Advisors
Idaho
-$3.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$2.6M +$560K +25,523 +26%
RA
27
RFG Advisory
Alabama
$2.56M +$1.1M +50,370 +72%
AF
28
Advisornet Financial
Minnesota
$2.45M +$2.51M +114,414 +10,835%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.45M -$38.4K -1,751 -1%
SMC
30
Smith, Moore & Co
Missouri
$2.21M +$42.4K +1,935 +2%
IA
31
Integrity Alliance
Iowa
$2.19M +$2.26M +103,058 New
SSWM
32
Sheets Smith Wealth Management
North Carolina
$2.01M +$61.8K +2,818 +3%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.95M +$1.39M +63,276 +220%
NFSG
34
Newbridge Financial Services Group
Florida
$1.95M +$390K +17,760 +24%
SIC
35
Samalin Investment Counsel
New York
$1.89M +$94K +4,285 +5%
CAL
36
Capital Analysts LLC
Pennsylvania
$1.82M +$15.3K +699 +0.8%
FGAM
37
Financial Gravity Asset Management
Texas
$1.54M +$1.59M +72,555 New
JWCA
38
J.W. Cole Advisors
Florida
$1.45M +$497K +22,671 +49%
CWIG
39
Chung Wu Investment Group
Texas
$1.44M +$165K +7,500 +12%
BAM
40
Belpointe Asset Management
Nevada
$1.34M +$52.8K +2,407 +4%
TI
41
TrueMark Investments
Illinois
$1.32M +$1.36M +62,152 New
DC
42
Davenport & Co
Virginia
$1.29M +$354K +16,148 +36%
AWA
43
Arete Wealth Advisors
Illinois
$1.28M +$812K +36,998 +158%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.26M -$877K -39,963 -40%
WA
45
Wealthstar Advisors
Texas
$1.18M +$119K +5,407 +11%
CPRC
46
Consolidated Portfolio Review Corp
New York
$1.14M -$13.8K -631 -1%
AC
47
AlphaCore Capital
California
$1.1M +$1.14M +52,063 New
EFMC
48
Empire Financial Management Company
New York
$1.08M +$28K +1,277 +3%
PPW
49
Pasadena Private Wealth
California
$1.02M -$37.8K -1,724 -3%
WEG
50
World Equity Group
Illinois
$1.02M +$122K +5,580 +13%
1
2
3 4 5

PFFA Hedge Fund Activity: Q1 2025 in Review

152 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q1 2025, worth a combined $267M — down 0.41% from $268M a quarter earlier.

Fund positioning in PFFA was balanced in Q1 2025: 26 funds opened new positions, 26 closed out, 70 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $11.8M. The largest seller was Robertson Stephens Wealth Management, cutting an estimated $9.53M.

  • 152 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q1 2025, down from 157 in Q4 2024.
  • Funds reported $267M of Virtus InfraCap US Preferred Stock ETF stock for Q1 2025, down 0.41% quarter-over-quarter.
  • 26 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q1 2025 and 26 closed out, a net change of 0 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q1 2025 was LPL Financial, an estimated $11.8M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q1 2025 was Robertson Stephens Wealth Management, an estimated $9.53M sold.

Based on aggregated 13F filings for Q1 2025.