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Virtus InfraCap US Preferred Stock ETF

148 hedge funds and large institutions have $264M invested in Virtus InfraCap US Preferred Stock ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 27 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

5% less funds holding

Funds holding: 155148 (-7)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.31M
Puts
$524K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
51
Jackson Thornton Wealth Management
Alabama
$966K
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$909K
WT
53
Whittier Trust
California
$901K
TS
54
TradeWell Securities
Indiana
$884K
LFAS
55
Level Four Advisory Services
Texas
$859K
Mariner
56
Mariner
Kansas
$809K
KWM
57
Kingsview Wealth Management
Oregon
$792K
AWM
58
Apollon Wealth Management
South Carolina
$773K
PAG
59
Private Advisor Group
New Jersey
$684K
SF
60
Seros Financial
Arizona
$638K
Allspring Global Investments
61
Allspring Global Investments
North Carolina
$598K
PI
62
PFG Investments
New York
$592K
NAS
63
NWF Advisory Services
California
$568K
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$540K
BFA
65
Beacon Financial Advisory
Ohio
$499K
AWP
66
Atlas Wealth Partners
Pennsylvania
$481K
OPS
67
Orion Portfolio Solutions
Nebraska
$475K
BCI
68
Brinker Capital Investments
Pennsylvania
$475K
DWG
69
Darden Wealth Group
Michigan
$467K
IA
70
IFG Advisory
Georgia
$456K
TCM
71
Triumph Capital Management
Colorado
$454K
MP
72
McDonald Partners
Ohio
$424K
MFG
73
Magnus Financial Group
New York
$416K
BIG
74
Brookwood Investment Group
Arizona
$364K
AFP
75
Ausdal Financial Partners
Iowa
$347K