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Virtus InfraCap US Preferred Stock ETF

195 hedge funds and large institutions have $348M invested in Virtus InfraCap US Preferred Stock ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

72% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 50

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more funds holding

Funds holding: 181195 (+14)

6% less call options, than puts

Call options by funds: $823K | Put options by funds: $873K

2.9% less ownership

Funds ownership: 19.14%16.23% (-2.9%)

11% less capital invested

Capital invested by funds: $389M → $348M (-$41.2M)

Holders
195
Holders Change
+14
Holders Change %
+7.73%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
33
Increased
86
Reduced
50
Closed
16
Calls
$823K
Puts
$873K
Net Calls
-$50K
Net Calls Change
+$90K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$3.34M +$136K +6,326 +4%
UWM
27
Urban Wealth Management
California
$2.8M +$945K +44,030 +47%
PAG
28
Private Advisor Group
New Jersey
$2.69M +$420K +19,559 +17%
AWA
29
Adapt Wealth Advisors
Georgia
$2.43M -$30.8K -1,432 -1%
JFG
30
Jefferies Financial Group
New York
$2.42M +$27.9K +1,298 +1%
SMC
31
Smith, Moore & Co
Missouri
$2.27M +$58.5K +2,722 +3%
SSWM
32
Sheets Smith Wealth Management
North Carolina
$2.19M +$165K +7,690 +8%
CAL
33
Capital Analysts LLC
Pennsylvania
$2.16M +$82.8K +3,857 +4%
NFSG
34
Newbridge Financial Services Group
Florida
$2.1M +$23.3K +1,083 +1%
IPAM
35
Investment Partners Asset Management
New Jersey
$2.1M +$798K +37,182 +56%
FAOAI
36
Fund Advisors of America Inc
Florida
$2.08M -$122K -5,682 -5%
HW
37
Hedeker Wealth
Illinois
$1.94M +$808K +37,635 +65%
SIC
38
Samalin Investment Counsel
New York
$1.91M -$104K -4,848 -5%
TCM
39
TT Capital Management
California
$1.68M +$10.7K +500 +0.6%
MA
40
MONECO Advisors
Connecticut
$1.59M +$456K +21,256 +38%
FGAM
41
Financial Gravity Asset Management
Texas
$1.55M +$1.54M +71,484 +1,583%
LTI
42
Laffer Tengler Investments
Tennessee
$1.53M +$1.61M +75,121 New
TS
43
TradeWell Securities
Indiana
$1.52M +$142K +6,594 +10%
SAM
44
Secure Asset Management
Michigan
$1.49M +$107K +4,980 +7%
IA
45
Integrity Alliance
Iowa
$1.46M -$22.7K -1,059 -1%
HF
46
HRT Financial
New York
$1.44M +$1.52M +70,696 New
WEG
47
World Equity Group
Illinois
$1.39M +$310K +14,428 +27%
Mariner
48
Mariner
Kansas
$1.35M +$458K +21,330 +47%
WA
49
Wealthstar Advisors
Texas
$1.3M +$32.4K +1,508 +2%
BIG
50
Brookwood Investment Group
Arizona
$1.24M +$400K +18,628 +44%