We are live on ! Find out more
PFFA icon

Virtus InfraCap US Preferred Stock ETF
PFFA

143 hedge funds and large institutions have $220M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

129% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 28

30% more capital invested

Capital invested by funds: $169M → $220M (+$51.1M)

22% more funds holding

Funds holding: 117 → 143 (+26)

0.3% less ownership

Funds ownership: 17% → 16.71% (-0.3%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
143
Holders Change
+26
Holders Change %
+22.22%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
64
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$5.91M
2
SAM
Synergy Asset Management
Washington
+$3.83M
3
Jane Street
Jane Street
New York
+$3.26M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.39M
5
IA
Inspire Advisors
Idaho
+$2M

Top Sellers

1
ICA
Infrastructure Capital Advisors
New York
-$3.4M
2
AWA
Arete Wealth Advisors
Illinois
-$472K
3
AWM
Apollon Wealth Management
South Carolina
-$322K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$253K
5
BAM
Belpointe Asset Management
Nevada
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
76
Matrix Private Capital Group
New York
$269K +$13.1K +600 +5%
DADC
77
D.A. Davidson & Co
Montana
$269K +$39.4K +1,806 +18%
Mariner
78
Mariner
Kansas
$259K +$248K +11,352 New
AAS
79
Avantax Advisory Services
Texas
$256K +$35.9K +1,648 +17%
CA
80
Carson Advisory
Georgia
$254K +$243K +11,127 New
WWA
81
WCG Wealth Advisors
Nevada
$251K +$3.75K +172 +2%
Morgan Stanley
82
Morgan Stanley
New York
$245K +$40.3K +1,848 +21%
RDWM
83
Red Door Wealth Management
Tennessee
$245K +$234K +10,730 New
FAG
84
Fortitude Advisory Group
Washington
$235K -$38.6K -1,771 -15%
TWM
85
Tradition Wealth Management
Minnesota
$233K +$1K +46 +0.5%
GWWM
86
Great Waters Wealth Management
Minnesota
$228K – – –
AHL
87
Abel Hall LLC
Louisiana
$228K +$218K +10,000 New
Comerica Bank
88
Comerica Bank
Texas
$227K – – –
FFA
89
Founders Financial Alliance
North Carolina
$226K +$1.57K +72 +0.7%
AA
90
Axiom Advisory
California
$223K +$8.9K +408 +4%
MSFS
91
Main Street Financial Solutions
Pennsylvania
$221K +$211K +9,687 New
PFS
92
Prospera Financial Services
Texas
$220K +$210K +9,642 New
SC
93
Savant Capital
Illinois
$216K -$25.9K -1,190 -11%
OC
94
Oppenheimer & Co
New York
$216K +$206K +9,465 New
NA
95
NewEdge Advisors
Louisiana
$189K +$153 +7 +0.1%
PTC
96
Private Trust Company
Ohio
$147K +$19.5K +893 +16%
AA
97
AlphaMark Advisors
Kentucky
$124K +$9.62K +441 +9%
S
98
SignatureFD
Georgia
$116K +$44 +2 +0%
MA
99
Montag & Associates
Georgia
$92.6K – – –
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$88.6K – – –
2 3
4
5 6

PFFA Hedge Fund Activity: Q3 2024 in Review

143 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q3 2024, worth a combined $220M — up 30% from $169M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PFFA positions and 8 closed out — a net gain of 26 holders — while 64 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.91M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $3.4M.

  • 143 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q3 2024, up from 117 in Q2 2024.
  • Funds reported $220M of Virtus InfraCap US Preferred Stock ETF stock for Q3 2024, up 30% quarter-over-quarter.
  • 34 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q3 2024 and 8 closed out, a net change of +26 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q3 2024 was LPL Financial, an estimated $5.91M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q3 2024 was Infrastructure Capital Advisors, an estimated $3.4M sold.

Based on aggregated 13F filings for Q3 2024.