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Virtus InfraCap US Preferred Stock ETF
PFFA

74 hedge funds and large institutions have $107M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 9

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

43% more capital invested

Capital invested by funds: $74.6M → $107M (+$32.4M)

7% more funds holding

Funds holding: 69 → 74 (+5)

4.05% more ownership

Funds ownership: 12.95% → 16.99% (+4%)

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
40
Reduced
9
Closed
6
Calls
$381K
Puts
–
Net Calls
+$381K
Net Calls Change
+$381K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$13M
2
ICA
Infrastructure Capital Advisors
New York
+$6.49M
3
LPL Financial
LPL Financial
California
+$5.78M
4
BSG
Black Swift Group
Colorado
+$2.27M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.54M

Top Sellers

1
PWM
Peterson Wealth Management
Nevada
-$376K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$228K
3
Mariner
Mariner
Kansas
-$201K
4
DC
Davenport & Co
Virginia
-$192K
5
EFMC
Empire Financial Management Company
New York
-$145K
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$53.7K +$1.86K +95 +3%
HI
52
Harbour Investments
Wisconsin
$51.2K -$10.2K -520 -16%
UBS Group
53
UBS Group
Switzerland
$43.2K +$43.5K +2,220 +14,800%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$41.3K – – –
SWM
55
Spire Wealth Management
Virginia
$38.5K – – –
AF
56
Allworth Financial
California
$37.2K +$940 +48 +3%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$32K +$32.5K +1,657 New
FCMT
58
Founders Capital Management (Texas)
Texas
$30.9K – – –
Morgan Stanley
59
Morgan Stanley
New York
$30.4K -$34.8K -1,774 -53%
FHA
60
First Horizon Advisors
Tennessee
$24.2K – – –
AF
61
Advisornet Financial
Minnesota
$18.2K +$470 +24 +3%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$17.4K – – –
MIM
63
Macroview Investment Management
Maryland
$16.9K +$1.02K +52 +6%
TF
64
Tompkins Financial
New York
$14.5K – – –
Wells Fargo
65
Wells Fargo
California
$12.1K +$20 +1 +0.2%
RCM
66
Raleigh Capital Management
North Carolina
$11.6K +$2.74K +140 +30%
PFA
67
Pathway Financial Advisers
Indiana
$9.75K +$9.88K +504 New
CIA
68
Cape Investment Advisory
Georgia
$9.67K – – –
HCM
69
Highlander Capital Management
New Jersey
$8K +$7.84K +400 New
Comerica Bank
70
Comerica Bank
Texas
$3.77K +$3.82K +195 New
PA
71
Parallel Advisors
California
$2.48K – – –
LFG
72
Larson Financial Group
Missouri
$2.46K – – –
WFA
73
West Financial Advisors
Iowa
$429 – – –
HNB
74
Huntington National Bank
Ohio
$19 – – –
Fidelity Investments
75
Fidelity Investments
Massachusetts
$19 +$20 +1 New
1 2
3
4

PFFA Hedge Fund Activity: Q3 2023 in Review

74 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q3 2023, worth a combined $107M — up 43% from $74.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PFFA positions and 6 closed out — a net gain of 5 holders — while 40 added to existing stakes and 9 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $13M. The largest seller was Peterson Wealth Management, cutting an estimated $376K.

  • 74 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q3 2023, up from 69 in Q2 2023.
  • Funds reported $107M of Virtus InfraCap US Preferred Stock ETF stock for Q3 2023, up 43% quarter-over-quarter.
  • 11 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q3 2023 and 6 closed out, a net change of +5 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q3 2023 was Osaic Holdings, an estimated $13M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q3 2023 was Peterson Wealth Management, an estimated $376K sold.

Based on aggregated 13F filings for Q3 2023.