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Virtus InfraCap US Preferred Stock ETF
PFFA

157 hedge funds and large institutions have $268M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 26

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

90% more call options, than puts

Call options by funds: $578K | Put options by funds: $304K

22% more capital invested

Capital invested by funds: $220M → $268M (+$48.1M)

10% more funds holding

Funds holding: 143 → 157 (+14)

2.39% more ownership

Funds ownership: 16.71% → 19.09% (+2.4%)

Holders
157
Holders Change
+14
Holders Change %
+9.79%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
72
Reduced
26
Closed
17
Calls
$578K
Puts
$304K
Net Calls
+$274K
Net Calls Change
+$274K

Top Buyers

1
RSWM
Robertson Stephens Wealth Management
California
+$10M
2
LPL Financial
LPL Financial
California
+$5.85M
3
Stifel Financial
Stifel Financial
Missouri
+$5.37M
4
MML Investors Services
MML Investors Services
Massachusetts
+$3.58M
5
GRP
Global Retirement Partners
California
+$3.28M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$4.95M
2
Jane Street
Jane Street
New York
-$3.14M
3
JFG
Jefferies Financial Group
New York
-$1.51M
4
SA
SFI Advisors
New Jersey
-$790K
5
Osaic Holdings
Osaic Holdings
Arizona
-$758K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
76
Clear Creek Financial Management
Washington
$396K +$409K +18,098 New
SWP
77
Stratos Wealth Partners
Ohio
$395K +$104K +4,594 +34%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$350K -$42.1K -1,863 -10%
BMCM
79
Bryn Mawr Capital Management
Pennsylvania
$331K – – –
Fisher Asset Management
80
Fisher Asset Management
Washington
$329K +$339K +15,001 New
Truist Financial
81
Truist Financial
North Carolina
$324K – – –
AAS
82
Avantax Advisory Services
Texas
$319K +$76.1K +3,366 +30%
HH
83
Hilltop Holdings
Texas
$305K – – –
OC
84
Oppenheimer & Co
New York
$290K +$85.8K +3,796 +40%
HVIA
85
Hudson Valley Investment Advisors
New York
$263K – – –
DADC
86
D.A. Davidson & Co
Montana
$263K +$4.68K +207 +2%
MPCG
87
Matrix Private Capital Group
New York
$258K – – –
RDWM
88
Red Door Wealth Management
Tennessee
$240K +$5.47K +242 +2%
WWA
89
WCG Wealth Advisors
Nevada
$239K -$2.13K -94 -0.9%
JIR
90
James Investment Research
Ohio
$235K +$242K +10,719 New
Jane Street
91
Jane Street
New York
$234K -$3.14M -138,787 -93%
PFS
92
Prospera Financial Services
Texas
$230K +$19.1K +845 +9%
Morgan Stanley
93
Morgan Stanley
New York
$226K -$9.9K -438 -4%
FAG
94
Fortitude Advisory Group
Washington
$226K – – –
AHL
95
Abel Hall LLC
Louisiana
$219K – – –
GWWM
96
Great Waters Wealth Management
Minnesota
$219K – – –
MSFS
97
Main Street Financial Solutions
Pennsylvania
$216K +$3.84K +170 +2%
HF
98
HRT Financial
New York
$210K -$245K -10,832 -53%
AIP
99
Almanack Investment Partners
Pennsylvania
$207K +$213K +9,441 New
RAS
100
RPS Advisory Solutions
Kentucky
$201K +$208K +9,178 New
2 3
4
5 6

PFFA Hedge Fund Activity: Q4 2024 in Review

157 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q4 2024, worth a combined $268M — up 22% from $220M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PFFA positions and 17 closed out — a net gain of 19 holders — while 72 added to existing stakes and 26 trimmed.

The largest buyer was Robertson Stephens Wealth Management, opening a new position worth an estimated $10M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $4.95M sold.

  • 157 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q4 2024, up from 143 in Q3 2024.
  • Funds reported $268M of Virtus InfraCap US Preferred Stock ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 36 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q4 2024 and 17 closed out, a net change of +19 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q4 2024 was Robertson Stephens Wealth Management, an estimated $10M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q4 2024 was Ocean Park Asset Management, an estimated $4.95M sold.

Based on aggregated 13F filings for Q4 2024.