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Virtus InfraCap US Preferred Stock ETF
PFFA

99 hedge funds and large institutions have $131M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 3

138% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 16

34% more funds holding

Funds holding: 74 → 99 (+25)

22% more capital invested

Capital invested by funds: $107M → $131M (+$23.9M)

0.53% more ownership

Funds ownership: 16.99% → 17.52% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
99
Holders Change
+25
Holders Change %
+33.78%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
38
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Synergy Asset Management
Washington
+$9.03M
2
LPL Financial
LPL Financial
California
+$5.65M
3
SAM
Secure Asset Management
Michigan
+$2.86M
4
BSG
Black Swift Group
Colorado
+$2.28M
5
CAL
Capital Analysts LLC
Pennsylvania
+$1.46M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$12.6M
2
NA
NewEdge Advisors
Louisiana
-$2.54M
3
PWM
Peterson Wealth Management
Nevada
-$1.9M
4
RSWM
Robertson Stephens Wealth Management
California
-$1.1M
5
ASN
Advisory Services Network
Georgia
-$457K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
76
Founders Capital Management (Texas)
Texas
$33.1K – – –
FHA
77
First Horizon Advisors
Tennessee
$25.9K – – –
Wells Fargo
78
Wells Fargo
California
$24.3K +$10.5K +547 +87%
MIM
79
Macroview Investment Management
Maryland
$21.7K +$3.38K +176 +20%
AF
80
Advisornet Financial
Minnesota
$19.8K +$307 +16 +2%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$18.6K – – –
RCM
82
Raleigh Capital Management
North Carolina
$17.8K +$5K +260 +43%
TF
83
Tompkins Financial
New York
$15.5K – – –
IA
84
IFP Advisors
Florida
$14.6K +$13.6K +706 New
AP
85
Aspect Partners
Virginia
$12.6K +$11.7K +607 New
PFA
86
Pathway Financial Advisers
Indiana
$10.7K +$250 +13 +3%
CIA
87
Cape Investment Advisory
Georgia
$10.4K – – –
HCM
88
Highlander Capital Management
New Jersey
$8.28K – – –
AWM
89
Avior Wealth Management
Nebraska
$6.94K +$6.44K +335 New
WT
90
Whittier Trust
California
$6.21K +$5.76K +300 New
LFG
91
Larson Financial Group
Missouri
$4.5K +$1.73K +90 +71%
Comerica Bank
92
Comerica Bank
Texas
$4.04K – – –
PA
93
Parallel Advisors
California
$2.66K – – –
AWM
94
Abound Wealth Management
Tennessee
$2.61K +$2.42K +126 New
AWM
95
Able Wealth Management
New Jersey
$2.13K +$1.98K +103 New
BTI
96
Blue Trust Inc
Georgia
$1K +$672 +35 New
WFA
97
West Financial Advisors
Iowa
$467 +$19 +1 +5%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$41 +$19 +1 +100%
UBS Group
99
UBS Group
Switzerland
$21 -$42.9K -2,234 -100%
HNB
100
Huntington National Bank
Ohio
$21 – – –
1 2 3
4
5

PFFA Hedge Fund Activity: Q4 2023 in Review

99 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q4 2023, worth a combined $131M — up 22% from $107M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PFFA positions and 3 closed out — a net gain of 26 holders — while 38 added to existing stakes and 16 trimmed.

The largest buyer was Synergy Asset Management, opening a new position worth an estimated $9.03M. The largest seller was Osaic Holdings, cutting an estimated $12.6M.

  • 99 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q4 2023, up from 74 in Q3 2023.
  • Funds reported $131M of Virtus InfraCap US Preferred Stock ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 29 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q4 2023 and 3 closed out, a net change of +26 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q4 2023 was Synergy Asset Management, an estimated $9.03M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q4 2023 was Osaic Holdings, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2023.