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Virtus InfraCap US Preferred Stock ETF

71 hedge funds and large institutions have $73.3M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 13

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

29% more capital invested

Capital invested by funds: $56.9M → $73.3M (+$16.5M)

3% more funds holding

Funds holding: 6971 (+2)

1.7% more ownership

Funds ownership: 12.28%13.98% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
37
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$35.8K -$28.1K -1,403 -43%
AF
52
Allworth Financial
California
$35.3K -$8.96K -447 -20%
BAM
53
Belpointe Asset Management
Nevada
$31.8K
FCMT
54
Founders Capital Management (Texas)
Texas
$31K
US Bancorp
55
US Bancorp
Minnesota
$29K -$13.2K -657 -30%
FHA
56
First Horizon Advisors
Tennessee
$24.1K +$4.01K +200 +19%
Simplex Trading
57
Simplex Trading
Illinois
$20K -$37.2K -1,854 -63%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$17.4K
AF
59
Advisornet Financial
Minnesota
$17.2K +$441 +22 +3%
TF
60
Tompkins Financial
New York
$14.5K
MIM
61
Macroview Investment Management
Maryland
$12.8K +$7.78K +388 +141%
Wells Fargo
62
Wells Fargo
California
$12.1K -$20 -1 -0.2%
HI
63
Harbour Investments
Wisconsin
$10.4K
CIA
64
Cape Investment Advisory
Georgia
$9.66K +$10K +500 New
PFA
65
Pathway Financial Advisers
Indiana
$9.25K +$241 +12 +3%
MFA
66
McClarren Financial Advisors
Pennsylvania
$4K +$100 +5 +2%
PA
67
Parallel Advisors
California
$2.48K
LFG
68
Larson Financial Group
Missouri
$2.46K
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$779 +$34K +1,696 +4%
WFA
70
West Financial Advisors
Iowa
$407
Fidelity Investments
71
Fidelity Investments
Massachusetts
$19 -$882 -44 -98%
HNB
72
Huntington National Bank
Ohio
$19
PCM
73
Prelude Capital Management
New York
-$499K -27,500 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
-$258K -14,246 Closed
BWM
75
BlackDiamond Wealth Management
New York
-$250K -12,669 Closed

PFFA Hedge Fund Activity: Q1 2023 in Review

71 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q1 2023, worth a combined $73.3M — up 29% from $56.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PFFA positions and 7 closed out — a net gain of 3 holders — while 37 added to existing stakes and 13 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $4.6M. The largest seller was Peterson Wealth Management, cutting an estimated $1.16M.

  • 71 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q1 2023, up from 69 in Q4 2022.
  • Funds reported $73.3M of Virtus InfraCap US Preferred Stock ETF stock for Q1 2023, up 29% quarter-over-quarter.
  • 10 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q1 2023 and 7 closed out, a net change of +3 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q1 2023 was Osaic Holdings, an estimated $4.6M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q1 2023 was Peterson Wealth Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2023.