Virtus InfraCap US Preferred Stock ETF
PFFA
71 hedge funds and large institutions have $73.3M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 13 reducing their positions, and 7 closing their positions.
185% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 13
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
29% more capital invested
Capital invested by funds: $56.9M → $73.3M (+$16.5M)
3% more funds holding
Funds holding: 69 → 71 (+2)
1.7% more ownership
Funds ownership: 12.28% → 13.98% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.6M |
| 2 |
JFG
Jefferies Financial Group
New York
|
+$2.45M |
| 3 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$1.31M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.27M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Peterson Wealth Management
Sparks,
Nevada
|
-$1.16M |
| 2 |
ICA
Infrastructure Capital Advisors
New York
|
-$1.15M |
| 3 |
PCM
Prelude Capital Management
New York
|
-$499K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$258K |
| 5 |
BWM
BlackDiamond Wealth Management
New York
|
-$250K |
PFFA Hedge Fund Activity: Q1 2023 in Review
71 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q1 2023, worth a combined $73.3M — up 29% from $56.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PFFA positions and 7 closed out — a net gain of 3 holders — while 37 added to existing stakes and 13 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $4.6M. The largest seller was Peterson Wealth Management, cutting an estimated $1.16M.
- 71 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q1 2023, up from 69 in Q4 2022.
- Funds reported $73.3M of Virtus InfraCap US Preferred Stock ETF stock for Q1 2023, up 29% quarter-over-quarter.
- 10 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q1 2023 and 7 closed out, a net change of +3 holders.
- The largest Virtus InfraCap US Preferred Stock ETF buyer in Q1 2023 was Osaic Holdings, an estimated $4.6M added.
- The largest Virtus InfraCap US Preferred Stock ETF seller in Q1 2023 was Peterson Wealth Management, an estimated $1.16M sold.
Based on aggregated 13F filings for Q1 2023.