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Virtus InfraCap US Preferred Stock ETF

181 hedge funds and large institutions have $389M invested in Virtus InfraCap US Preferred Stock ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 41

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more capital invested

Capital invested by funds: $344M → $389M (+$45.6M)

6% more funds holding

Funds holding: 170181 (+11)

0.39% more ownership

Funds ownership: 18.75%19.14% (+0.39%)

13% less call options, than puts

Call options by funds: $944K | Put options by funds: $1.08M

Holders
181
Holders Change
+11
Holders Change %
+6.47%
% of All Funds
2.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
31
Increased
77
Reduced
41
Closed
18
Calls
$944K
Puts
$1.08M
Net Calls
-$140K
Net Calls Change
-$361K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$634K -$12.8K -592 -2%
BRWA
77
B. Riley Wealth Advisors
Florida
$631K -$50.6K -2,343 -7%
HH
78
Hilltop Holdings
Texas
$618K +$221K +10,225 +55%
KWM
79
Kingsview Wealth Management
Oregon
$602K +$6.47K +300 +1%
AWP
80
Atlas Wealth Partners
Pennsylvania
$597K +$47.5K +2,200 +9%
BFA
81
Beacon Financial Advisory
Ohio
$562K +$20.7K +960 +4%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$542K +$135K +6,234 +33%
USCWA
83
U.S. Capital Wealth Advisors
Texas
$527K +$15.9K +739 +3%
OC
84
OxenFree Capital
Florida
$524K +$25.1K +1,163 +5%
ASN
85
Advisory Services Network
Georgia
$516K -$754K -34,939 -59%
NAS
86
NWF Advisory Services
California
$513K -$108K -5,008 -17%
RA
87
RFG Advisory
Alabama
$494K -$552K -25,598 -53%
OC
88
Oppenheimer & Co
New York
$493K +$102K +4,705 +26%
SW
89
Simplicity Wealth
New Jersey
$491K +$492K +22,784 New
FG
90
Fiduciary Group
Georgia
$481K +$87.4K +4,048 +22%
TCM
91
Triumph Capital Management
Colorado
$474K +$1.42K +66 +0.3%
RIA
92
Rhodes Investment Advisors
Texas
$454K +$454K +21,050 New
MA
93
Mezzasalma Advisors
New Jersey
$453K +$450K +20,868 New
MFG
94
Magnus Financial Group
New York
$449K
BMCM
95
Bryn Mawr Capital Management
Pennsylvania
$442K
SS
96
Sunbelt Securities
Texas
$442K +$442K +20,488 New
MP
97
McDonald Partners
Ohio
$431K
FFA
98
Farther Finance Advisors
California
$405K +$340K +15,743 +514%
BCA
99
Bay Colony Advisors
Massachusetts
$401K +$66.1K +3,061 +20%
CPSAC
100
Chas P. Smith & Associates (CPS)
Florida
$388K