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Virtus InfraCap US Preferred Stock ETF

151 hedge funds and large institutions have $271M invested in Virtus InfraCap US Preferred Stock ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $340K

115% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 34

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% more capital invested

Capital invested by funds: $267M → $271M (+$3.68M)

1% less funds holding

Funds holding: 152151 (-1)

0.79% less ownership

Funds ownership: 18.21%17.42% (-0.79%)

Holders
151
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
73
Reduced
34
Closed
15
Calls
$1.11M
Puts
$340K
Net Calls
+$770K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
51
Pasadena Private Wealth
California
$867K -$137K -6,678 -14%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$803K +$792K +38,572 New
AHL
53
Abel Hall LLC
Louisiana
$782K +$566K +27,553 +276%
Allspring Global Investments
54
Allspring Global Investments
North Carolina
$762K +$173K +8,400 +30%
AWS
55
Atria Wealth Solutions
New York
$732K +$721K +35,086 New
LFAS
56
Level Four Advisory Services
Texas
$700K -$141K -6,856 -17%
AWM
57
Apollon Wealth Management
South Carolina
$700K -$58.1K -2,829 -8%
BCI
58
Brinker Capital Investments
Pennsylvania
$685K +$215K +10,488 +47%
PFS
59
Prospera Financial Services
Texas
$670K +$402K +19,566 +155%
KWM
60
Kingsview Wealth Management
Oregon
$650K -$126K -6,129 -16%
PI
61
PFG Investments
New York
$643K +$60.9K +2,966 +11%
NAS
62
NWF Advisory Services
California
$640K +$81.5K +3,965 +15%
SF
63
Seros Financial
Arizona
$626K
JTWM
64
Jackson Thornton Wealth Management
Alabama
$550K -$452K -22,001 -46%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$542K +$6.37K +310 +1%
IWC
66
Integrated Wealth Concepts
Massachusetts
$542K +$535K +26,029 New
AQR Capital Management
67
AQR Capital Management
Connecticut
$540K -$452K -22,001 -46%
BFA
68
Beacon Financial Advisory
Ohio
$527K +$36.1K +1,756 +7%
AWP
69
Atlas Wealth Partners
Pennsylvania
$491K +$18.2K +888 +4%
BIG
70
Brookwood Investment Group
Arizona
$478K +$120K +5,818 +34%
DWG
71
Darden Wealth Group
Michigan
$477K +$18.6K +905 +4%
DADC
72
D.A. Davidson & Co
Montana
$450K +$193K +9,407 +77%
TCM
73
Triumph Capital Management
Colorado
$446K +$308 +15 +0.1%
MFG
74
Magnus Financial Group
New York
$434K +$24.9K +1,213 +6%
MP
75
McDonald Partners
Ohio
$417K

PFFA Hedge Fund Activity: Q2 2025 in Review

151 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q2 2025, worth a combined $271M — up 1.4% from $267M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PFFA positions and 15 closed out — a net gain of 1 holder — while 73 added to existing stakes and 34 trimmed.

The largest buyer was Melia Wealth, opening a new position worth an estimated $9.19M. The largest seller was U.S. Capital Wealth Advisors, exiting entirely with an estimated $3.25M sold.

  • 151 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q2 2025, down from 152 in Q1 2025.
  • Funds reported $271M of Virtus InfraCap US Preferred Stock ETF stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 16 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q2 2025 and 15 closed out, a net change of +1 holder.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q2 2025 was Melia Wealth, an estimated $9.19M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q2 2025 was U.S. Capital Wealth Advisors, an estimated $3.25M sold.

Based on aggregated 13F filings for Q2 2025.