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Virtus InfraCap US Preferred Stock ETF
PFFA

61 hedge funds and large institutions have $77.4M invested in Virtus InfraCap US Preferred Stock ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 12

22% more capital invested

Capital invested by funds: $63.2M → $77.4M (+$14.2M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2.62% more ownership

Funds ownership: 11.41% → 14.02% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 64 → 61 (-3)

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
29
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ICA
Infrastructure Capital Advisors
New York
+$10.1M
2
PWM
Peterson Wealth Management
Nevada
+$4.88M
3
LPL Financial
LPL Financial
California
+$1.75M
4
NA
NewEdge Advisors
Louisiana
+$855K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$662K

Top Sellers

1
JG
Jefferies Group
New York
-$2.39M
2
AWM
AE Wealth Management
Kansas
-$431K
3
GTAM
Global Trust Asset Management
Florida
-$298K
4
BWM
BlackDiamond Wealth Management
New York
-$66.4K
5
SAM
Secure Asset Management
Michigan
-$49.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
51
Founders Capital Management (Texas)
Texas
$40K – – –
HNB
52
Huntington National Bank
Ohio
$36K – – –
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$24K -$2.47K -103 -9%
FPS
54
Fieldpoint Private Securities
Connecticut
$24K – – –
AF
55
Advisornet Financial
Minnesota
$20K +$19.5K +811 New
TF
56
Tompkins Financial
New York
$18K +$18K +750 New
Wells Fargo
57
Wells Fargo
California
$15K +$24 +1 +0.2%
CFD
58
Creative Financial Designs
Indiana
$10K -$24K -1,000 -71%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$6K – – –
TFS
60
TrustCore Financial Services
Tennessee
$5K +$5.45K +227 New
PA
61
Parallel Advisors
California
$3K – – –
LFG
62
Larson Financial Group
Missouri
$2K – – –
JG
63
Jefferies Group
New York
– -$2.39M -94,990 Closed
AWM
64
AE Wealth Management
Kansas
– -$431K -17,139 Closed
US Bancorp
65
US Bancorp
Minnesota
– -$29K -1,150 Closed
FHA
66
First Horizon Advisors
Tennessee
– -$25K -1,000 Closed
TCWM
67
Total Clarity Wealth Management
Illinois
– -$20K -794 Closed
RPCONE
68
Retirement Planning Company of New England
Rhode Island
– -$4K -198 Closed
UBS Group
69
UBS Group
Switzerland
– -$3K -100 Closed
1 2
3

PFFA Hedge Fund Activity: Q1 2022 in Review

61 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q1 2022, worth a combined $77.4M — up 22% from $63.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PFFA positions and 8 closed out — a net gain of 1 holder — while 29 added to existing stakes and 12 trimmed.

The largest buyer was Infrastructure Capital Advisors, adding an estimated $10.1M. The largest seller was Jefferies Group, exiting entirely with an estimated $2.39M sold.

  • 61 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q1 2022, down from 64 in Q4 2021.
  • Funds reported $77.4M of Virtus InfraCap US Preferred Stock ETF stock for Q1 2022, up 22% quarter-over-quarter.
  • 9 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q1 2022 and 8 closed out, a net change of +1 holder.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q1 2022 was Infrastructure Capital Advisors, an estimated $10.1M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q1 2022 was Jefferies Group, an estimated $2.39M sold.

Based on aggregated 13F filings for Q1 2022.