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Virtus InfraCap US Preferred Stock ETF
PFFA

157 hedge funds and large institutions have $268M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 26

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

90% more call options, than puts

Call options by funds: $578K | Put options by funds: $304K

22% more capital invested

Capital invested by funds: $220M → $268M (+$48.1M)

10% more funds holding

Funds holding: 143 → 157 (+14)

2.39% more ownership

Funds ownership: 16.71% → 19.09% (+2.4%)

Holders
157
Holders Change
+14
Holders Change %
+9.79%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
72
Reduced
26
Closed
17
Calls
$578K
Puts
$304K
Net Calls
+$274K
Net Calls Change
+$274K

Top Buyers

1
RSWM
Robertson Stephens Wealth Management
California
+$10M
2
LPL Financial
LPL Financial
California
+$5.85M
3
Stifel Financial
Stifel Financial
Missouri
+$5.37M
4
MML Investors Services
MML Investors Services
Massachusetts
+$3.58M
5
GRP
Global Retirement Partners
California
+$3.28M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$4.95M
2
Jane Street
Jane Street
New York
-$3.14M
3
JFG
Jefferies Financial Group
New York
-$1.51M
4
SA
SFI Advisors
New Jersey
-$790K
5
Osaic Holdings
Osaic Holdings
Arizona
-$758K
Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
51
World Equity Group
Illinois
$931K +$341K +15,076 +55%
WT
52
Whittier Trust
California
$930K – – –
KWM
53
Kingsview Wealth Management
Oregon
$930K +$260K +11,481 +37%
BRWA
54
B. Riley Wealth Advisors
Florida
$905K -$49.5K -2,191 -5%
PI
55
PFG Investments
New York
$858K +$313K +13,829 +55%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$852K +$19K +842 +2%
LFAS
57
Level Four Advisory Services
Texas
$795K -$16.5K -731 -2%
TS
58
TradeWell Securities
Indiana
$794K +$819K +36,235 New
NAS
59
NWF Advisory Services
California
$720K +$341K +15,094 +85%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$685K +$335K +14,828 +90%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$631K +$197K +8,708 +43%
FTUS
62
Flow Traders U.S.
New York
$592K +$611K +27,025 New
PAG
63
Private Advisor Group
New Jersey
$566K -$31.5K -1,394 -5%
FFWM
64
Future Financial Wealth Management
Ohio
$563K +$581K +25,706 New
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$520K -$171K -7,564 -24%
AWA
66
Arete Wealth Advisors
Illinois
$512K +$3.62K +160 +0.7%
BCI
67
Brinker Capital Investments
Pennsylvania
$507K -$28K -1,237 -5%
OPS
68
Orion Portfolio Solutions
Nebraska
$507K -$28K -1,237 -5%
BFA
69
Beacon Financial Advisory
Ohio
$501K +$31K +1,372 +6%
AWP
70
Atlas Wealth Partners
Pennsylvania
$496K +$51.2K +2,262 +11%
DWG
71
Darden Wealth Group
Michigan
$482K +$498K +22,000 New
IA
72
IFG Advisory
Georgia
$463K +$478K +21,130 New
PVI
73
Pine Valley Investments
New Jersey
$438K +$104K +4,600 +30%
TCM
74
Triumph Capital Management
Colorado
$423K +$16.9K +747 +4%
GS
75
GWN Securities
Florida
$397K +$404K +17,878 New
1 2
3
4 5

PFFA Hedge Fund Activity: Q4 2024 in Review

157 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q4 2024, worth a combined $268M — up 22% from $220M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PFFA positions and 17 closed out — a net gain of 19 holders — while 72 added to existing stakes and 26 trimmed.

The largest buyer was Robertson Stephens Wealth Management, opening a new position worth an estimated $10M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $4.95M sold.

  • 157 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q4 2024, up from 143 in Q3 2024.
  • Funds reported $268M of Virtus InfraCap US Preferred Stock ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 36 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q4 2024 and 17 closed out, a net change of +19 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q4 2024 was Robertson Stephens Wealth Management, an estimated $10M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q4 2024 was Ocean Park Asset Management, an estimated $4.95M sold.

Based on aggregated 13F filings for Q4 2024.