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Virtus InfraCap US Preferred Stock ETF
PFFA

107 hedge funds and large institutions have $153M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 17

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

17% more capital invested

Capital invested by funds: $131M → $153M (+$22.4M)

8% more funds holding

Funds holding: 99 → 107 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.85% less ownership

Funds ownership: 17.52% → 16.67% (-0.85%)

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
53
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.76M
2
LPL Financial
LPL Financial
California
+$3.75M
3
SPIA
Steward Partners Investment Advisory
New York
+$3.24M
4
SMC
Smith, Moore & Co
Missouri
+$1.61M
5
BAM
Belpointe Asset Management
Nevada
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
SAM
Synergy Asset Management
Washington
-$9.73M
2
PWM
Peterson Wealth Management
Nevada
-$734K
3
AWA
Arete Wealth Advisors
Illinois
-$483K
4
AWM
AE Wealth Management
Kansas
-$419K
5
JFG
Jefferies Financial Group
New York
-$247K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
76
Harbour Investments
Wisconsin
$62.6K +$6.99K +335 +13%
ACM
77
Anfield Capital Management
California
$56.4K +$56.2K +2,692 New
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$55K -$1.42K -68 -3%
IA
79
IFP Advisors
Florida
$50.7K +$35.8K +1,714 +243%
AF
80
Allworth Financial
California
$42.3K +$1.31K +63 +3%
SWM
81
Spire Wealth Management
Virginia
$41.8K – – –
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$39.8K +$20.9K +1,000 +111%
FCMT
83
Founders Capital Management (Texas)
Texas
$33.5K – – –
FHA
84
First Horizon Advisors
Tennessee
$26.2K – – –
MIM
85
Macroview Investment Management
Maryland
$22.7K +$710 +34 +3%
GRP
86
Global Retirement Partners
California
$21.5K -$14.6K -698 -40%
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$21K +$20.9K +1,000 New
AF
88
Advisornet Financial
Minnesota
$20.7K +$647 +31 +3%
RCM
89
Raleigh Capital Management
North Carolina
$18K – – –
TF
90
Tompkins Financial
New York
$15.7K – – –
AP
91
Aspect Partners
Virginia
$13.6K +$835 +40 +7%
PFA
92
Pathway Financial Advisers
Indiana
$11.1K +$251 +12 +2%
WAG
93
Wiser Advisor Group
Arizona
$10.6K +$10.6K +508 New
CIA
94
Cape Investment Advisory
Georgia
$10.5K – – –
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$9.11K +$9.08K +435 New
HCM
96
Highlander Capital Management
New Jersey
$8.38K – – –
AWM
97
Avior Wealth Management
Nebraska
$7.02K – – –
UBS Group
98
UBS Group
Switzerland
$6.31K +$6.26K +300 +30,000%
Simplex Trading
99
Simplex Trading
Illinois
$5K +$5.78K +277 New
LFG
100
Larson Financial Group
Missouri
$4.55K – – –
1 2 3
4
5

PFFA Hedge Fund Activity: Q1 2024 in Review

107 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q1 2024, worth a combined $153M — up 17% from $131M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PFFA positions and 8 closed out — a net gain of 8 holders — while 53 added to existing stakes and 17 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $9.76M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $9.73M sold.

  • 107 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q1 2024, up from 99 in Q4 2023.
  • Funds reported $153M of Virtus InfraCap US Preferred Stock ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 16 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q1 2024 and 8 closed out, a net change of +8 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q1 2024 was Royal Bank of Canada, an estimated $9.76M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q1 2024 was Synergy Asset Management, an estimated $9.73M sold.

Based on aggregated 13F filings for Q1 2024.