Virtus InfraCap US Preferred Stock ETF
PFFA
64 hedge funds and large institutions have $63.2M invested in Virtus InfraCap US Preferred Stock ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 13 closing their positions.
109% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 11
2% more funds holding
Funds holding: 63 → 64 (+1)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.75% less ownership
Funds ownership: 12.16% → 11.41% (-0.75%)
1% less capital invested
Capital invested by funds: $64.1M → $63.2M (-$913K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.5M |
| 2 |
CT
Coastline Trust
Providence,
Rhode Island
|
+$1.7M |
| 3 |
ACM
Ascendant Capital Management
Los Angeles,
California
|
+$1.62M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.23M |
| 5 |
SAM
Secure Asset Management
Troy,
Michigan
|
+$747K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICA
Infrastructure Capital Advisors
New York
|
-$3.73M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.63M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.18M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$766K |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
-$651K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HF
76
Halpern Financial
Ashburn,
Virginia
| – | -$12.3K | -495 | Closed |
|
77
Barclays
London,
United Kingdom
| – | -$9K | -356 | Closed |
|
78
Fidelity Investments
Boston,
Massachusetts
| – | +$25 | +1 | +50% |
|
PFFA Hedge Fund Activity: Q4 2021 in Review
64 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q4 2021, worth a combined $63.2M — down 1.4% from $64.1M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PFFA positions and 13 closed out — a net gain of 1 holder — while 23 added to existing stakes and 11 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.5M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $3.73M.
- 64 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q4 2021, up from 63 in Q3 2021.
- Funds reported $63.2M of Virtus InfraCap US Preferred Stock ETF stock for Q4 2021, down 1.4% quarter-over-quarter.
- 14 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q4 2021 and 13 closed out, a net change of +1 holder.
- The largest Virtus InfraCap US Preferred Stock ETF buyer in Q4 2021 was LPL Financial, an estimated $2.5M added.
- The largest Virtus InfraCap US Preferred Stock ETF seller in Q4 2021 was Infrastructure Capital Advisors, an estimated $3.73M sold.
Based on aggregated 13F filings for Q4 2021.