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Virtus InfraCap US Preferred Stock ETF
PFFA

143 hedge funds and large institutions have $220M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

129% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 28

30% more capital invested

Capital invested by funds: $169M → $220M (+$51.1M)

22% more funds holding

Funds holding: 117 → 143 (+26)

0.3% less ownership

Funds ownership: 17% → 16.71% (-0.3%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
143
Holders Change
+26
Holders Change %
+22.22%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
64
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$5.91M
2
SAM
Synergy Asset Management
Washington
+$3.83M
3
Jane Street
Jane Street
New York
+$3.26M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.39M
5
IA
Inspire Advisors
Idaho
+$2M

Top Sellers

1
ICA
Infrastructure Capital Advisors
New York
-$3.4M
2
AWA
Arete Wealth Advisors
Illinois
-$472K
3
AWM
Apollon Wealth Management
South Carolina
-$322K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$253K
5
BAM
Belpointe Asset Management
Nevada
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$715K +$419K +19,200 +158%
KWM
52
Kingsview Wealth Management
Oregon
$707K +$675K +30,975 New
WEG
53
World Equity Group
Illinois
$627K +$599K +27,450 New
PAG
54
Private Advisor Group
New Jersey
$622K +$55.7K +2,556 +10%
PI
55
PFG Investments
New York
$578K +$154K +7,067 +39%
BCI
56
Brinker Capital Investments
Pennsylvania
$557K -$981 -45 -0.2%
OPS
57
Orion Portfolio Solutions
Nebraska
$557K -$981 -45 -0.2%
AWA
58
Arete Wealth Advisors
Illinois
$529K -$472K -21,653 -48%
LAM
59
LifePro Asset Management
California
$520K – – –
BFA
60
Beacon Financial Advisory
Ohio
$491K +$2.53K +116 +0.5%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$479K +$458K +21,002 New
AWP
62
Atlas Wealth Partners
Pennsylvania
$466K +$8.72K +400 +2%
HF
63
HRT Financial
New York
$466K +$446K +20,449 New
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$459K +$34.7K +1,590 +9%
KAS
65
Kestra Advisory Services
Texas
$456K -$32.9K -1,510 -7%
TCM
66
Triumph Capital Management
Colorado
$424K +$405K +18,561 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$408K +$390K +17,863 New
NAS
68
NWF Advisory Services
California
$406K +$30.6K +1,405 +9%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$375K -$10.9K -500 -3%
PVI
70
Pine Valley Investments
New Jersey
$352K +$336K +15,400 New
BMCM
71
Bryn Mawr Capital Management
Pennsylvania
$346K +$77.8K +3,569 +31%
Truist Financial
72
Truist Financial
North Carolina
$338K +$22.9K +1,050 +8%
HH
73
Hilltop Holdings
Texas
$317K – – –
SWP
74
Stratos Wealth Partners
Ohio
$307K +$293K +13,441 New
HVIA
75
Hudson Valley Investment Advisors
New York
$274K +$262K +12,000 New
1 2
3
4 5

PFFA Hedge Fund Activity: Q3 2024 in Review

143 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q3 2024, worth a combined $220M — up 30% from $169M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PFFA positions and 8 closed out — a net gain of 26 holders — while 64 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.91M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $3.4M.

  • 143 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q3 2024, up from 117 in Q2 2024.
  • Funds reported $220M of Virtus InfraCap US Preferred Stock ETF stock for Q3 2024, up 30% quarter-over-quarter.
  • 34 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q3 2024 and 8 closed out, a net change of +26 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q3 2024 was LPL Financial, an estimated $5.91M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q3 2024 was Infrastructure Capital Advisors, an estimated $3.4M sold.

Based on aggregated 13F filings for Q3 2024.