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Virtus InfraCap US Preferred Stock ETF

152 hedge funds and large institutions have $267M invested in Virtus InfraCap US Preferred Stock ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 28 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $524K

150% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 28

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

0% less capital invested

Capital invested by funds: $268M → $267M (-$1.11M)

0.88% less ownership

Funds ownership: 19.09%18.21% (-0.88%)

3% less funds holding

Funds holding: 157152 (-5)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% 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
26
Increased
70
Reduced
28
Closed
26
Calls
$1.31M
Puts
$524K
Net Calls
+$787K
Net Calls Change
+$513K
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$1.02M -$23.1K -1,052 -2%
JTWM
52
Jackson Thornton Wealth Management
Alabama
$966K -$23.1K -1,052 -2%
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$909K +$87.7K +3,998 +10%
WT
54
Whittier Trust
California
$901K
TS
55
TradeWell Securities
Indiana
$884K +$119K +5,426 +15%
LFAS
56
Level Four Advisory Services
Texas
$859K +$92.2K +4,202 +12%
Mariner
57
Mariner
Kansas
$809K +$837K +38,165 New
KWM
58
Kingsview Wealth Management
Oregon
$792K -$112K -5,127 -12%
AWM
59
Apollon Wealth Management
South Carolina
$773K -$419K -19,084 -34%
PAG
60
Private Advisor Group
New Jersey
$684K +$141K +6,417 +25%
SF
61
Seros Financial
Arizona
$638K +$660K +30,067 New
Allspring Global Investments
62
Allspring Global Investments
North Carolina
$598K +$619K +28,200 New
PI
63
PFG Investments
New York
$592K -$247K -11,243 -29%
NAS
64
NWF Advisory Services
California
$568K -$134K -6,092 -19%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$540K +$37.2K +1,697 +7%
BFA
66
Beacon Financial Advisory
Ohio
$499K +$14.3K +652 +3%
AWP
67
Atlas Wealth Partners
Pennsylvania
$481K
BCI
68
Brinker Capital Investments
Pennsylvania
$475K -$17.1K -781 -3%
OPS
69
Orion Portfolio Solutions
Nebraska
$475K -$17.1K -781 -3%
DWG
70
Darden Wealth Group
Michigan
$467K +$44 +2 +0%
IA
71
IFG Advisory
Georgia
$456K +$7.96K +363 +2%
TCM
72
Triumph Capital Management
Colorado
$454K +$46K +2,095 +11%
MP
73
McDonald Partners
Ohio
$424K +$439K +20,000 New
MFG
74
Magnus Financial Group
New York
$416K +$430K +19,600 New
PVI
75
Pine Valley Investments
New Jersey
$407K -$17.6K -800 -4%

PFFA Hedge Fund Activity: Q1 2025 in Review

152 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q1 2025, worth a combined $267M — down 0.41% from $268M a quarter earlier.

Fund positioning in PFFA was balanced in Q1 2025: 26 funds opened new positions, 26 closed out, 70 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $11.8M. The largest seller was Robertson Stephens Wealth Management, cutting an estimated $9.53M.

  • 152 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q1 2025, down from 157 in Q4 2024.
  • Funds reported $267M of Virtus InfraCap US Preferred Stock ETF stock for Q1 2025, down 0.41% quarter-over-quarter.
  • 26 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q1 2025 and 26 closed out, a net change of 0 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q1 2025 was LPL Financial, an estimated $11.8M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q1 2025 was Robertson Stephens Wealth Management, an estimated $9.53M sold.

Based on aggregated 13F filings for Q1 2025.