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Virtus InfraCap US Preferred Stock ETF
PFFA

Overview Fund Activity

97 hedge funds and large institutions have $128M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+25
Holders Change %
+34.72%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
36
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Synergy Asset Management
Washington
$9.73M
2
LPL Financial
2
LPL Financial
California
$22.5M
3
SAM
3
Secure Asset Management
Michigan
$3.08M
4
BSG
4
Black Swift Group
Colorado
$4.86M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$1.58M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.3M
2
NA
2
NewEdge Advisors
Louisiana
$185K
3
PWM
3
Peterson Wealth Management
Nevada
$734K
4
RSWM
4
Robertson Stephens Wealth Management
California
$0
5
ASN
5
Advisory Services Network
Georgia
$108K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$24.3K +$11.3K +547 +87%
MIM
77
Macroview Investment Management
Maryland
$21.7K +$3.65K +176 +20%
AF
78
Advisornet Financial
Minnesota
$19.8K +$331 +16 +2%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$18.6K – – –
RCM
80
Raleigh Capital Management
North Carolina
$17.8K +$5.39K +260 +43%
TF
81
Tompkins Financial
New York
$15.5K – – –
IA
82
IFP Advisors
Florida
$14.6K +$14.6K +706 New
AP
83
Aspect Partners
Virginia
$12.6K +$12.6K +607 New
PFA
84
Pathway Financial Advisers
Indiana
$10.7K +$269 +13 +3%
CIA
85
Cape Investment Advisory
Georgia
$10.4K – – –
HCM
86
Highlander Capital Management
New Jersey
$8.28K – – –
AWM
87
Avior Wealth Management
Nebraska
$6.94K +$6.94K +335 New
WT
88
Whittier Trust
California
$6.21K +$6.21K +300 New
LFG
89
Larson Financial Group
Missouri
$4.5K +$1.87K +90 +71%
Comerica Bank
90
Comerica Bank
Texas
$4.04K – – –
PA
91
Parallel Advisors
California
$2.66K – – –
AWM
92
Abound Wealth Management
Tennessee
$2.61K +$2.61K +126 New
AWM
93
Able Wealth Management
New Jersey
$2.13K +$2.13K +103 New
BTI
94
Blue Trust Inc
Georgia
$1K +$1K +35 New
WFA
95
West Financial Advisors
Iowa
$467 +$20 +1 +5%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$41 +$21 +1 +100%
UBS Group
97
UBS Group
Switzerland
$21 -$46.9K -2,234 -100%
HNB
98
Huntington National Bank
Ohio
$21 -$19 – –
RSWM
99
Robertson Stephens Wealth Management
California
– -$1.1M -56,778 Closed
AI
100
AXS Investments
New York
– -$96.7K -5,000 Closed
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4
5