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Virtus InfraCap US Preferred Stock ETF
PFFA

Overview Fund Activity

141 hedge funds and large institutions have $216M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+26
Holders Change %
+22.61%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
62
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$40M
2
SAM
2
Synergy Asset Management
Washington
$4.01M
3
Jane Street
3
Jane Street
New York
$3.41M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.4M
5
IA
5
Inspire Advisors
Idaho
$2.09M

Top Sellers

1
ICA
1
Infrastructure Capital Advisors
New York
$7.24M
2
AWA
2
Arete Wealth Advisors
Illinois
$529K
3
AWM
3
Apollon Wealth Management
South Carolina
$1.31M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$928K
5
BAM
5
Belpointe Asset Management
Nevada
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
51
Kingsview Wealth Management
Oregon
$707K +$707K +30,975 New
WEG
52
World Equity Group
Illinois
$627K +$627K +27,450 New
PAG
53
Private Advisor Group
New Jersey
$622K +$58.4K +2,556 +10%
PI
54
PFG Investments
New York
$578K +$161K +7,067 +39%
OPS
55
Orion Portfolio Solutions
Nebraska
$557K -$1.03K -45 -0.2%
BCI
56
Brinker Capital Investments
Pennsylvania
$557K -$1.03K -45 -0.2%
AWA
57
Arete Wealth Advisors
Illinois
$529K -$494K -21,653 -48%
LAM
58
LifePro Asset Management
California
$520K – – –
BFA
59
Beacon Financial Advisory
Ohio
$491K +$2.65K +116 +0.5%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$479K +$479K +21,002 New
AWP
61
Atlas Wealth Partners
Pennsylvania
$466K +$9.14K +400 +2%
HF
62
HRT Financial
New York
$466K +$466K +20,449 New
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$459K +$36.3K +1,590 +9%
KAS
64
Kestra Advisory Services
Texas
$456K -$34.5K -1,510 -7%
TCM
65
Triumph Capital Management
Colorado
$424K +$424K +18,561 New
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$408K +$408K +17,863 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$375K -$11.4K -500 -3%
PVI
68
Pine Valley Investments
New Jersey
$352K +$352K +15,400 New
BMCM
69
Bryn Mawr Capital Management
Pennsylvania
$346K +$81.5K +3,569 +31%
Truist Financial
70
Truist Financial
North Carolina
$338K +$24K +1,050 +8%
HH
71
Hilltop Holdings
Texas
$317K – – –
SWP
72
Stratos Wealth Partners
Ohio
$307K +$307K +13,441 New
HVIA
73
Hudson Valley Investment Advisors
New York
$274K +$274K +12,000 New
MPCG
74
Matrix Private Capital Group
New York
$269K +$13.7K +600 +5%
DADC
75
D.A. Davidson & Co
Montana
$269K +$41.2K +1,806 +18%
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