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Virtus InfraCap US Preferred Stock ETF
PFFA

99 hedge funds and large institutions have $131M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 3

138% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 16

34% more funds holding

Funds holding: 74 → 99 (+25)

22% more capital invested

Capital invested by funds: $107M → $131M (+$23.9M)

0.53% more ownership

Funds ownership: 16.99% → 17.52% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
99
Holders Change
+25
Holders Change %
+33.78%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
38
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Synergy Asset Management
Washington
+$9.03M
2
LPL Financial
LPL Financial
California
+$5.65M
3
SAM
Secure Asset Management
Michigan
+$2.86M
4
BSG
Black Swift Group
Colorado
+$2.28M
5
CAL
Capital Analysts LLC
Pennsylvania
+$1.46M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$12.6M
2
NA
NewEdge Advisors
Louisiana
-$2.54M
3
PWM
Peterson Wealth Management
Nevada
-$1.9M
4
RSWM
Robertson Stephens Wealth Management
California
-$1.1M
5
ASN
Advisory Services Network
Georgia
-$457K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$230K +$214K +11,115 New
LSA
52
Lion Street Advisors
Texas
$220K -$102K -5,317 -33%
GWWM
53
Great Waters Wealth Management
Minnesota
$206K – – –
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$203K +$188K +9,807 New
WS
55
Wedbush Securities
California
$202K +$187K +9,752 New
FFA
56
Founders Financial Alliance
North Carolina
$200K +$185K +9,642 New
NA
57
NewEdge Advisors
Louisiana
$185K -$2.54M -131,963 -94%
Morgan Stanley
58
Morgan Stanley
New York
$164K +$122K +6,329 +403%
PTC
59
Private Trust Company
Ohio
$114K +$35.4K +1,842 +51%
ASN
60
Advisory Services Network
Georgia
$108K -$457K -23,766 -82%
AA
61
AlphaMark Advisors
Kentucky
$94K -$8.2K -427 -9%
TVAMP
62
Tennessee Valley Asset Management Partners
Tennessee
$84.3K +$78.2K +4,070 New
MA
63
Montag & Associates
Georgia
$84K +$77.9K +4,054 New
S
64
SignatureFD
Georgia
$80.2K +$38 +2 +0.1%
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$80K +$20.2K +1,052 +37%
HGERS
66
Householder Group Estate & Retirement Specialist
Arizona
$79K – – –
WB
67
Webster Bank
Connecticut
$71.9K – – –
PS
68
Principal Securities
Iowa
$70.9K +$65.7K +3,422 New
Bank Julius Baer & Co
69
Bank Julius Baer & Co
Switzerland
$66.3K +$61.5K +3,200 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$56K -$9.13K -475 -15%
HI
71
Harbour Investments
Wisconsin
$55K +$96 +5 +0.2%
SWM
72
Spire Wealth Management
Virginia
$41.2K – – –
AF
73
Allworth Financial
California
$40.6K +$653 +34 +2%
GRP
74
Global Retirement Partners
California
$36.1K +$33.2K +1,726 New
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$34.3K – – –
1 2
3
4 5

PFFA Hedge Fund Activity: Q4 2023 in Review

99 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q4 2023, worth a combined $131M — up 22% from $107M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PFFA positions and 3 closed out — a net gain of 26 holders — while 38 added to existing stakes and 16 trimmed.

The largest buyer was Synergy Asset Management, opening a new position worth an estimated $9.03M. The largest seller was Osaic Holdings, cutting an estimated $12.6M.

  • 99 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q4 2023, up from 74 in Q3 2023.
  • Funds reported $131M of Virtus InfraCap US Preferred Stock ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 29 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q4 2023 and 3 closed out, a net change of +26 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q4 2023 was Synergy Asset Management, an estimated $9.03M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q4 2023 was Osaic Holdings, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2023.