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Virtus InfraCap US Preferred Stock ETF
PFFA

Overview Fund Activity

115 hedge funds and large institutions have $166M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+10
Holders Change %
+9.52%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
54
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$31.1M
2
OPAM
2
Ocean Park Asset Management
California
$4.44M
3
SAM
3
Secure Asset Management
Michigan
$5.77M
4
JFG
4
Jefferies Financial Group
New York
$6.29M
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$980K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$11.7M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.1M
3
RA
3
RFG Advisory
Alabama
$626K
4
TWP
4
Tempus Wealth Planning
California
$0
5
GS
5
GTS Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
51
PFG Investments
New York
$384K +$384K +18,272 New
JWCA
52
J.W. Cole Advisors
Florida
$373K +$373K +17,759 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$356K +$356K +16,939 New
HH
54
Hilltop Holdings
Texas
$292K +$10.5K +500 +4%
Truist Financial
55
Truist Financial
North Carolina
$289K – – –
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$255K +$255K +12,121 New
FAG
57
Fortitude Advisory Group
Washington
$254K +$254K +12,068 New
BMCM
58
Bryn Mawr Capital Management
Pennsylvania
$243K +$25.2K +1,199 +12%
MPCG
59
Matrix Private Capital Group
New York
$236K +$236K +11,200 New
WWA
60
WCG Wealth Advisors
Nevada
$228K +$228K +10,842 New
SC
61
Savant Capital
Illinois
$224K +$224K +10,659 New
TWM
62
Tradition Wealth Management
Minnesota
$214K -$28.2K -1,339 -12%
GWWM
63
Great Waters Wealth Management
Minnesota
$210K – – –
DADC
64
D.A. Davidson & Co
Montana
$210K +$1.37K +65 +0.7%
Comerica Bank
65
Comerica Bank
Texas
$209K – – –
FFA
66
Founders Financial Alliance
North Carolina
$207K +$1.54K +73 +0.7%
AA
67
Axiom Advisory
California
$206K +$206K +9,841 New
AAS
68
Avantax Advisory Services
Texas
$201K +$201K +9,544 New
Morgan Stanley
69
Morgan Stanley
New York
$187K +$70.2K +3,339 +60%
NA
70
NewEdge Advisors
Louisiana
$174K +$147 +7 +0.1%
PTC
71
Private Trust Company
Ohio
$116K – – –
S
72
SignatureFD
Georgia
$107K +$5.3K +252 +5%
AA
73
AlphaMark Advisors
Kentucky
$105K +$4.63K +219 +5%
MA
74
Montag & Associates
Georgia
$85.3K – – –
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$81.4K – – –
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3
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