Virtus InfraCap US Preferred Stock ETF
PFFA
69 hedge funds and large institutions have $56.9M invested in Virtus InfraCap US Preferred Stock ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 10 closing their positions.
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
57% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 14
10% more funds holding
Funds holding: 63 → 69 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.04% less ownership
Funds ownership: 13.32% → 12.28% (-1%)
11% less capital invested
Capital invested by funds: $64.1M → $56.9M (-$7.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFG
Jefferies Financial Group
New York
|
+$2.16M |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$1.57M |
| 3 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$937K |
| 4 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$801K |
| 5 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
+$710K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.04M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.72M |
| 3 |
PWM
Peterson Wealth Management
Sparks,
Nevada
|
-$1.31M |
| 4 |
CT
Coastline Trust
Providence,
Rhode Island
|
-$1.05M |
| 5 |
Jane Street
New York
|
-$694K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Citadel Advisors
Miami,
Florida
| – | -$218K | -11,437 | Closed |
|
|
WIA
77
World Investment Advisors
Santa Barbara,
California
| – | -$200K | -10,508 | Closed |
|
78
Bank of America
Charlotte,
North Carolina
| – | -$140K | -7,360 | Closed |
|
|
FA
79
Flagstar Advisors
New York
| – | -$28.6K | -1,500 | Closed |
|
|
GTAM
80
Global Trust Asset Management
West Palm Beach,
Florida
| – | -$8K | -400 | Closed |
|
PFFA Hedge Fund Activity: Q4 2022 in Review
69 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q4 2022, worth a combined $56.9M — down 11% from $64.1M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PFFA positions and 10 closed out — a net gain of 8 holders — while 22 added to existing stakes and 14 trimmed.
The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $2.16M. The largest seller was Osaic Holdings, cutting an estimated $3.04M.
- 69 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q4 2022, up from 63 in Q3 2022.
- Funds reported $56.9M of Virtus InfraCap US Preferred Stock ETF stock for Q4 2022, down 11% quarter-over-quarter.
- 18 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q4 2022 and 10 closed out, a net change of +8 holders.
- The largest Virtus InfraCap US Preferred Stock ETF buyer in Q4 2022 was Jefferies Financial Group, an estimated $2.16M added.
- The largest Virtus InfraCap US Preferred Stock ETF seller in Q4 2022 was Osaic Holdings, an estimated $3.04M sold.
Based on aggregated 13F filings for Q4 2022.