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Virtus InfraCap US Preferred Stock ETF

195 hedge funds and large institutions have $348M invested in Virtus InfraCap US Preferred Stock ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

72% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 50

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more funds holding

Funds holding: 181195 (+14)

6% less call options, than puts

Call options by funds: $823K | Put options by funds: $873K

2.9% less ownership

Funds ownership: 19.14%16.23% (-2.9%)

11% less capital invested

Capital invested by funds: $389M → $348M (-$41.2M)

Holders
195
Holders Change
+14
Holders Change %
+7.73%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
33
Increased
86
Reduced
50
Closed
16
Calls
$823K
Puts
$873K
Net Calls
-$50K
Net Calls Change
+$90K
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
76
Atlas Wealth Partners
Pennsylvania
$608K +$46.2K +2,150 +8%
OC
77
OxenFree Capital
Florida
$605K +$77.2K +3,593 +15%
NA
78
NewEdge Advisors
Louisiana
$604K -$95.7K -4,455 -13%
DADC
79
D.A. Davidson & Co
Montana
$596K -$3.03K -141 -0.5%
BRWA
80
B. Riley Wealth Advisors
Florida
$594K -$1.76K -82 -0.3%
HFO
81
Heritage Family Offices
Arizona
$570K +$601K +27,990 New
BFA
82
Beacon Financial Advisory
Ohio
$540K +$9.88K +460 +2%
HighTower Advisors
83
HighTower Advisors
Illinois
$539K -$1.06M -49,343 -65%
LFAS
84
Level Four Advisory Services
Texas
$537K -$162K -7,548 -22%
RIA
85
Rhodes Investment Advisors
Texas
$534K +$112K +5,200 +25%
SF
86
Seros Financial
Arizona
$524K -$93K -4,331 -14%
VFG
87
Victory Financial Group
Texas
$518K +$195K +9,080 +55%
BMCM
88
Bryn Mawr Capital Management
Pennsylvania
$497K +$83.5K +3,889 +19%
RA
89
RFG Advisory
Alabama
$493K +$27.8K +1,294 +6%
NAS
90
NWF Advisory Services
California
$490K +$5.07K +236 +1%
KWM
91
Kingsview Wealth Management
Oregon
$485K -$88.2K -4,107 -15%
OC
92
Oppenheimer & Co
New York
$481K +$16K +745 +3%
ASN
93
Advisory Services Network
Georgia
$478K -$9.32K -434 -2%
GC
94
Guilbault Capital
Louisiana
$470K +$496K +23,097 New
AFP
95
Ausdal Financial Partners
Iowa
$466K +$121K +5,649 +33%
TCM
96
Triumph Capital Management
Colorado
$465K +$18.5K +861 +4%
SW
97
Simplicity Wealth
New Jersey
$464K
Truist Financial
98
Truist Financial
North Carolina
$456K +$135K +6,303 +39%
MWM
99
Maridea Wealth Management
New York
$455K +$480K +22,372 New
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$417K -$231K -10,776 -35%