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Virtus InfraCap US Preferred Stock ETF

181 hedge funds and large institutions have $389M invested in Virtus InfraCap US Preferred Stock ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 41

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more capital invested

Capital invested by funds: $344M → $389M (+$45.6M)

6% more funds holding

Funds holding: 170181 (+11)

0.39% more ownership

Funds ownership: 18.75%19.14% (+0.39%)

13% less call options, than puts

Call options by funds: $944K | Put options by funds: $1.08M

Holders
181
Holders Change
+11
Holders Change %
+6.47%
% of All Funds
2.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
31
Increased
77
Reduced
41
Closed
18
Calls
$944K
Puts
$1.08M
Net Calls
-$140K
Net Calls Change
-$361K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$3.4M +$2.61M +120,738 +328%
Lido Advisors
27
Lido Advisors
California
$3.16M
AWA
28
Adapt Wealth Advisors
Georgia
$2.6M +$1.77M +82,091 +213%
JFG
29
Jefferies Financial Group
New York
$2.53M -$90.6K -4,200 -3%
PAG
30
Private Advisor Group
New Jersey
$2.42M +$640K +29,663 +36%
SMC
31
Smith, Moore & Co
Missouri
$2.34M -$55.3K -2,564 -2%
FAOAI
32
Fund Advisors of America Inc
Florida
$2.33M +$2.33M +108,002 New
AC
33
AlphaCore Capital
California
$2.24M -$108K -5,008 -5%
NFSG
34
Newbridge Financial Services Group
Florida
$2.2M +$148K +6,850 +7%
CAL
35
Capital Analysts LLC
Pennsylvania
$2.2M +$100K +4,651 +5%
SSWM
36
Sheets Smith Wealth Management
North Carolina
$2.15M +$124K +5,769 +6%
SIC
37
Samalin Investment Counsel
New York
$2.13M +$41.5K +1,923 +2%
UWM
38
Urban Wealth Management
California
$2.01M +$2.01M +93,277 New
DC
39
Davenport & Co
Virginia
$2M +$304K +14,087 +18%
PFS
40
Prospera Financial Services
Texas
$1.84M +$710K +32,902 +63%
TCM
41
TT Capital Management
California
$1.77M +$39.9K +1,850 +2%
GRP
42
Global Retirement Partners
California
$1.73M -$668K -30,954 -28%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.63M +$140K +6,482 +9%
IA
44
Integrity Alliance
Iowa
$1.57M +$40.7K +1,885 +3%
JWCA
45
J.W. Cole Advisors
Florida
$1.53M -$49.2K -2,278 -3%
SAM
46
Secure Asset Management
Michigan
$1.47M -$170K -7,876 -10%
TS
47
TradeWell Securities
Indiana
$1.46M +$223K +10,326 +18%
IPAM
48
Investment Partners Asset Management
New Jersey
$1.42M +$867K +40,191 +155%
WA
49
Wealthstar Advisors
Texas
$1.34M +$367 +17 +0%
NWA
50
Navis Wealth Advisors
New York
$1.33M +$1.33M +61,763 New