We are live on ! Find out more
PFFA icon

Virtus InfraCap US Preferred Stock ETF
PFFA

170 hedge funds and large institutions have $344M invested in Virtus InfraCap US Preferred Stock ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

183% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 29

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

45% more call options, than puts

Call options by funds: $712K | Put options by funds: $491K

27% more capital invested

Capital invested by funds: $271M → $344M (+$72.7M)

13% more funds holding

Funds holding: 151 → 170 (+19)

1.33% more ownership

Funds ownership: 17.42% → 18.75% (+1.3%)

Holders
170
Holders Change
+19
Holders Change %
+12.58%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
82
Reduced
29
Closed
9
Calls
$712K
Puts
$491K
Net Calls
+$221K
Net Calls Change
-$549K

Top Buyers

1
LPL Financial
LPL Financial
California
+$21.3M
2
OPAM
Ocean Park Asset Management
California
+$7.06M
3
MW
Melia Wealth
Oklahoma
+$6.01M
4
IA
Inspire Advisors
Idaho
+$3.2M
5
AC
AlphaCore Capital
California
+$2.36M

Top Sellers

1
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$1.85M
2
BSG
Black Swift Group
Colorado
-$1.07M
3
JTWM
Jackson Thornton Wealth Management
Alabama
-$550K
4
AQR Capital Management
AQR Capital Management
Connecticut
-$540K
5
AWM
Apollon Wealth Management
South Carolina
-$407K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$580K +$15.1K +695 +3%
IPAM
77
Investment Partners Asset Management
New Jersey
$562K +$561K +25,885 New
PI
78
PFG Investments
New York
$554K -$116K -5,369 -17%
AWP
79
Atlas Wealth Partners
Pennsylvania
$554K +$42.2K +1,950 +8%
BFA
80
Beacon Financial Advisory
Ohio
$545K -$3.75K -173 -0.7%
USCWA
81
U.S. Capital Wealth Advisors
Texas
$515K +$514K +23,713 New
OC
82
OxenFree Capital
Florida
$504K +$502K +23,157 New
TGAM
83
TBH Global Asset Management
Tennessee
$500K +$499K +23,038 New
DWG
84
Darden Wealth Group
Michigan
$495K -$2.06K -95 -0.4%
Jane Street
85
Jane Street
New York
$486K +$485K +22,380 New
TCM
86
Triumph Capital Management
Colorado
$476K +$11.2K +518 +2%
MFG
87
Magnus Financial Group
New York
$452K – – –
BMCM
88
Bryn Mawr Capital Management
Pennsylvania
$445K +$74.6K +3,445 +20%
MP
89
McDonald Partners
Ohio
$434K – – –
Truist Financial
90
Truist Financial
North Carolina
$425K +$88.8K +4,101 +26%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$411K +$96.8K +4,468 +31%
HH
92
Hilltop Holdings
Texas
$401K +$59K +2,725 +17%
FG
93
Fiduciary Group
Georgia
$396K +$13K +600 +3%
OC
94
Oppenheimer & Co
New York
$394K +$51.2K +2,364 +15%
CPSAC
95
Chas P. Smith & Associates (CPS)
Florida
$391K +$390K +18,000 New
NA
96
NewEdge Advisors
Louisiana
$388K +$208K +9,584 +116%
GS
97
GWN Securities
Florida
$383K +$4.55K +210 +1%
PVI
98
Pine Valley Investments
New Jersey
$382K -$10.8K -500 -3%
AFP
99
Ausdal Financial Partners
Iowa
$379K +$5.39K +249 +1%
IA
100
IFG Advisory
Georgia
$376K +$5.91K +273 +2%
2 3
4
5 6

PFFA Hedge Fund Activity: Q3 2025 in Review

170 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q3 2025, worth a combined $344M — up 27% from $271M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PFFA positions and 9 closed out — a net gain of 22 holders — while 82 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.3M. The largest seller was Prevail Innovative Wealth Advisors, cutting an estimated $1.85M.

  • 170 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q3 2025, up from 151 in Q2 2025.
  • Funds reported $344M of Virtus InfraCap US Preferred Stock ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 31 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q3 2025 and 9 closed out, a net change of +22 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q3 2025 was LPL Financial, an estimated $21.3M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q3 2025 was Prevail Innovative Wealth Advisors, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2025.