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Virtus InfraCap US Preferred Stock ETF
PFFA

170 hedge funds and large institutions have $344M invested in Virtus InfraCap US Preferred Stock ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

183% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 29

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

45% more call options, than puts

Call options by funds: $712K | Put options by funds: $491K

27% more capital invested

Capital invested by funds: $271M → $344M (+$72.7M)

13% more funds holding

Funds holding: 151 → 170 (+19)

1.33% more ownership

Funds ownership: 17.42% → 18.75% (+1.3%)

Holders
170
Holders Change
+19
Holders Change %
+12.58%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
82
Reduced
29
Closed
9
Calls
$712K
Puts
$491K
Net Calls
+$221K
Net Calls Change
-$549K

Top Buyers

1
LPL Financial
LPL Financial
California
+$21.3M
2
OPAM
Ocean Park Asset Management
California
+$7.06M
3
MW
Melia Wealth
Oklahoma
+$6.01M
4
IA
Inspire Advisors
Idaho
+$3.2M
5
AC
AlphaCore Capital
California
+$2.36M

Top Sellers

1
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$1.85M
2
BSG
Black Swift Group
Colorado
-$1.07M
3
JTWM
Jackson Thornton Wealth Management
Alabama
-$550K
4
AQR Capital Management
AQR Capital Management
Connecticut
-$540K
5
AWM
Apollon Wealth Management
South Carolina
-$407K
Name Holding Trade Value Shares
Change 		Change in
Stake
BSG
26
Black Swift Group
Colorado
$2.71M -$1.07M -49,490 -28%
JFG
27
Jefferies Financial Group
New York
$2.64M -$210K -9,712 -7%
GRP
28
Global Retirement Partners
California
$2.42M -$162K -7,495 -6%
SMC
29
Smith, Moore & Co
Missouri
$2.42M +$50.7K +2,340 +2%
AC
30
AlphaCore Capital
California
$2.36M +$2.36M +108,810 New
CAL
31
Capital Analysts LLC
Pennsylvania
$2.12M +$84.5K +3,901 +4%
SIC
32
Samalin Investment Counsel
New York
$2.1M +$61.8K +2,851 +3%
NFSG
33
Newbridge Financial Services Group
Florida
$2.07M +$126K +5,810 +6%
AI
34
AXS Investments
New York
$2.05M -$373K -17,229 -15%
SSWM
35
Sheets Smith Wealth Management
North Carolina
$2.04M -$23.4K -1,079 -1%
PAG
36
Private Advisor Group
New Jersey
$1.8M +$599K +27,670 +50%
TCM
37
TT Capital Management
California
$1.74M +$1.74M +80,200 New
DC
38
Davenport & Co
Virginia
$1.71M +$136K +6,284 +9%
SAM
39
Secure Asset Management
Michigan
$1.67M -$211K -9,763 -11%
JWCA
40
J.W. Cole Advisors
Florida
$1.59M +$11.8K +546 +0.8%
HW
41
Hedeker Wealth
Illinois
$1.55M +$1.55M +71,428 New
IA
42
Integrity Alliance
Iowa
$1.54M +$1.54M +71,111 New
HighTower Advisors
43
HighTower Advisors
Illinois
$1.51M +$78K +3,602 +5%
WA
44
Wealthstar Advisors
Texas
$1.35M +$91.7K +4,233 +7%
ASN
45
Advisory Services Network
Georgia
$1.28M +$131K +6,061 +11%
TS
46
TradeWell Securities
Indiana
$1.26M +$291K +13,414 +30%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.22M +$1.22M +56,211 New
Mariner
48
Mariner
Kansas
$1.22M +$180K +8,290 +17%
JP Morgan Chase
49
JP Morgan Chase
New York
$1.15M +$1.15M +52,876 +34,787%
WEG
50
World Equity Group
Illinois
$1.14M +$17.3K +798 +2%
1
2
3 4 5

PFFA Hedge Fund Activity: Q3 2025 in Review

170 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q3 2025, worth a combined $344M — up 27% from $271M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PFFA positions and 9 closed out — a net gain of 22 holders — while 82 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.3M. The largest seller was Prevail Innovative Wealth Advisors, cutting an estimated $1.85M.

  • 170 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q3 2025, up from 151 in Q2 2025.
  • Funds reported $344M of Virtus InfraCap US Preferred Stock ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 31 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q3 2025 and 9 closed out, a net change of +22 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q3 2025 was LPL Financial, an estimated $21.3M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q3 2025 was Prevail Innovative Wealth Advisors, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2025.