Virtus InfraCap US Preferred Stock ETF
PFFA
74 hedge funds and large institutions have $107M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 9 reducing their positions, and 6 closing their positions.
344% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 9
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
43% more capital invested
Capital invested by funds: $74.6M → $107M (+$32.4M)
7% more funds holding
Funds holding: 69 → 74 (+5)
4.05% more ownership
Funds ownership: 12.95% → 16.99% (+4%)
Top Buyers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$13M |
| 2 |
ICA
Infrastructure Capital Advisors
New York
|
+$6.49M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.78M |
| 4 |
BSG
Black Swift Group
Boulder,
Colorado
|
+$2.27M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.54M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$228K | -11,621 | Closed |
|
77
Mariner
Overland Park,
Kansas
| – | -$201K | -10,210 | Closed |
|
78
Bank of America
Charlotte,
North Carolina
| – | -$98.2K | -5,000 | Closed |
|
79
US Bancorp
Minneapolis,
Minnesota
| – | -$29.5K | -1,500 | Closed |
|
80
Simplex Trading
Chicago,
Illinois
| – | -$21K | -1,083 | Closed |
|
|
MFA
81
McClarren Financial Advisors
State College,
Pennsylvania
| – | -$4K | -216 | Closed |
|
PFFA Hedge Fund Activity: Q3 2023 in Review
74 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q3 2023, worth a combined $107M — up 43% from $74.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PFFA positions and 6 closed out — a net gain of 5 holders — while 40 added to existing stakes and 9 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $13M. The largest seller was Peterson Wealth Management, cutting an estimated $376K.
- 74 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q3 2023, up from 69 in Q2 2023.
- Funds reported $107M of Virtus InfraCap US Preferred Stock ETF stock for Q3 2023, up 43% quarter-over-quarter.
- 11 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q3 2023 and 6 closed out, a net change of +5 holders.
- The largest Virtus InfraCap US Preferred Stock ETF buyer in Q3 2023 was Osaic Holdings, an estimated $13M added.
- The largest Virtus InfraCap US Preferred Stock ETF seller in Q3 2023 was Peterson Wealth Management, an estimated $376K sold.
Based on aggregated 13F filings for Q3 2023.