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Virtus InfraCap US Preferred Stock ETF
PFFA

69 hedge funds and large institutions have $74.6M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more capital invested

Capital invested by funds: $73.3M → $74.6M (+$1.23M)

1.03% less ownership

Funds ownership: 13.98% → 12.95% (-1%)

3% less funds holding

Funds holding: 71 → 69 (-2)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
33
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIA
Foundations Investment Advisors
Arizona
+$2.41M
2
LPL Financial
LPL Financial
California
+$1.53M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.02M
4
AWA
Arete Wealth Advisors
Illinois
+$821K
5
Osaic Holdings
Osaic Holdings
Arizona
+$800K

Top Sellers

1
ICA
Infrastructure Capital Advisors
New York
-$7.47M
2
PWM
Peterson Wealth Management
Nevada
-$504K
3
ASFA
All Season Financial Advisors
Colorado
-$352K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$337K
5
JFG
Jefferies Financial Group
New York
-$282K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$42K +$40.2K +2,137 New
SWM
52
Spire Wealth Management
Virginia
$39.1K – – –
AF
53
Allworth Financial
California
$36.9K +$902 +48 +3%
FCMT
54
Founders Capital Management (Texas)
Texas
$31.4K – – –
US Bancorp
55
US Bancorp
Minnesota
$29.5K – – –
FHA
56
First Horizon Advisors
Tennessee
$24.6K – – –
Simplex Trading
57
Simplex Trading
Illinois
$21K +$113 +6 +0.6%
AF
58
Advisornet Financial
Minnesota
$18K +$432 +23 +3%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$17.7K – – –
MIM
60
Macroview Investment Management
Maryland
$16.1K +$2.95K +157 +24%
TF
61
Tompkins Financial
New York
$14.7K – – –
Wells Fargo
62
Wells Fargo
California
$12.3K – – –
CIA
63
Cape Investment Advisory
Georgia
$9.82K – – –
RCM
64
Raleigh Capital Management
North Carolina
$9.03K +$8.65K +460 New
MFA
65
McClarren Financial Advisors
Pennsylvania
$4K +$113 +6 +3%
PA
66
Parallel Advisors
California
$2.52K – – –
LFG
67
Larson Financial Group
Missouri
$2.5K – – –
WFA
68
West Financial Advisors
Iowa
$424 +$19 +1 +5%
UBS Group
69
UBS Group
Switzerland
$295 -$34.5K -1,837 -99%
HNB
70
Huntington National Bank
Ohio
$20 – – –
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
– -$337K -17,439 Closed
AWM
72
Accurate Wealth Management
Florida
– -$243K -12,607 Closed
OIA
73
OneDigital Investment Advisors
Kansas
– -$197K -10,174 Closed
BAM
74
Belpointe Asset Management
Nevada
– -$31.8K -1,647 Closed
Fidelity Investments
75
Fidelity Investments
Massachusetts
– -$19 -1 Closed
1 2
3

PFFA Hedge Fund Activity: Q2 2023 in Review

69 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q2 2023, worth a combined $74.6M — up 1.7% from $73.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PFFA positions and 5 closed out — a net gain of 1 holder — while 33 added to existing stakes and 15 trimmed.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $2.41M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $7.47M.

  • 69 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q2 2023, down from 71 in Q1 2023.
  • Funds reported $74.6M of Virtus InfraCap US Preferred Stock ETF stock for Q2 2023, up 1.7% quarter-over-quarter.
  • 6 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q2 2023 and 5 closed out, a net change of +1 holder.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q2 2023 was Foundations Investment Advisors, an estimated $2.41M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q2 2023 was Infrastructure Capital Advisors, an estimated $7.47M sold.

Based on aggregated 13F filings for Q2 2023.