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Virtus InfraCap US Preferred Stock ETF
PFFA

151 hedge funds and large institutions have $271M invested in Virtus InfraCap US Preferred Stock ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $340K

115% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 34

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% more capital invested

Capital invested by funds: $267M → $271M (+$3.68M)

1% less funds holding

Funds holding: 152 → 151 (-1)

0.79% less ownership

Funds ownership: 18.21% → 17.42% (-0.79%)

Holders
151
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
73
Reduced
34
Closed
15
Calls
$1.11M
Puts
$340K
Net Calls
+$770K
Net Calls Change
-$17K

Top Buyers

Rank Fund Capital Flow
1
MW
Melia Wealth
Oklahoma
+$9.19M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.48M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.31M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
USCWA
U.S. Capital Wealth Advisors
Texas
-$3.25M
2
GS
GWN Securities
Florida
-$2.4M
3
IA
Integrity Alliance
Iowa
-$2.19M
4
JFG
Jefferies Financial Group
New York
-$2.06M
5
SAM
Secure Asset Management
Michigan
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.33M +$403K +19,624 +21%
AI
27
AXS Investments
New York
$2.32M -$656K -31,944 -22%
SMC
28
Smith, Moore & Co
Missouri
$2.27M +$96.2K +4,683 +4%
SSWM
29
Sheets Smith Wealth Management
North Carolina
$1.98M +$2.63K +128 +0.1%
SIC
30
Samalin Investment Counsel
New York
$1.96M +$103K +4,994 +6%
CAL
31
Capital Analysts LLC
Pennsylvania
$1.95M +$165K +8,010 +9%
NFSG
32
Newbridge Financial Services Group
Florida
$1.87M -$50.4K -2,455 -3%
SAM
33
Secure Asset Management
Michigan
$1.79M -$2M -97,443 -53%
FGC
34
Financial Gravity Companies
Texas
$1.74M +$1.71M +83,333 New
DC
35
Davenport & Co
Virginia
$1.51M +$238K +11,582 +19%
JWCA
36
J.W. Cole Advisors
Florida
$1.51M +$83.3K +4,056 +6%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.37M +$129K +6,266 +11%
WA
38
Wealthstar Advisors
Texas
$1.21M +$53K +2,580 +5%
BAM
39
Belpointe Asset Management
Nevada
$1.16M -$148K -7,185 -11%
PAG
40
Private Advisor Group
New Jersey
$1.15M +$471K +22,930 +71%
ASN
41
Advisory Services Network
Georgia
$1.13M -$1.74M -84,909 -62%
EFMC
42
Empire Financial Management Company
New York
$1.08M +$24.8K +1,206 +2%
WEG
43
World Equity Group
Illinois
$1.08M +$76.1K +3,702 +8%
Mariner
44
Mariner
Kansas
$994K +$196K +9,562 +25%
RA
45
RFG Advisory
Alabama
$923K -$1.56M -76,142 -63%
CWIG
46
Chung Wu Investment Group
Texas
$922K -$483K -23,500 -35%
TS
47
TradeWell Securities
Indiana
$917K +$48.1K +2,342 +6%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$911K +$17.8K +865 +2%
WT
49
Whittier Trust
California
$885K – – –
BRWA
50
B. Riley Wealth Advisors
Florida
$881K +$869K +42,306 New
1
2
3 4 5

PFFA Hedge Fund Activity: Q2 2025 in Review

151 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q2 2025, worth a combined $271M — up 1.4% from $267M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PFFA positions and 15 closed out — a net gain of 1 holder — while 73 added to existing stakes and 34 trimmed.

The largest buyer was Melia Wealth, opening a new position worth an estimated $9.19M. The largest seller was U.S. Capital Wealth Advisors, exiting entirely with an estimated $3.25M sold.

  • 151 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q2 2025, down from 152 in Q1 2025.
  • Funds reported $271M of Virtus InfraCap US Preferred Stock ETF stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 16 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q2 2025 and 15 closed out, a net change of +1 holder.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q2 2025 was Melia Wealth, an estimated $9.19M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q2 2025 was U.S. Capital Wealth Advisors, an estimated $3.25M sold.

Based on aggregated 13F filings for Q2 2025.