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Virtus InfraCap US Preferred Stock ETF
PFFA

99 hedge funds and large institutions have $131M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 3

138% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 16

34% more funds holding

Funds holding: 74 → 99 (+25)

22% more capital invested

Capital invested by funds: $107M → $131M (+$23.9M)

0.53% more ownership

Funds ownership: 16.99% → 17.52% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
99
Holders Change
+25
Holders Change %
+33.78%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
38
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Synergy Asset Management
Washington
+$9.03M
2
LPL Financial
LPL Financial
California
+$5.65M
3
SAM
Secure Asset Management
Michigan
+$2.86M
4
BSG
Black Swift Group
Colorado
+$2.28M
5
CAL
Capital Analysts LLC
Pennsylvania
+$1.46M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$12.6M
2
NA
NewEdge Advisors
Louisiana
-$2.54M
3
PWM
Peterson Wealth Management
Nevada
-$1.9M
4
RSWM
Robertson Stephens Wealth Management
California
-$1.1M
5
ASN
Advisory Services Network
Georgia
-$457K
Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
101
Robertson Stephens Wealth Management
California
– -$1.1M -56,778 Closed
AI
102
AXS Investments
New York
– -$96.7K -5,000 Closed
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
– -$41.3K -2,137 Closed
1 2 3 4
5

PFFA Hedge Fund Activity: Q4 2023 in Review

99 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q4 2023, worth a combined $131M — up 22% from $107M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PFFA positions and 3 closed out — a net gain of 26 holders — while 38 added to existing stakes and 16 trimmed.

The largest buyer was Synergy Asset Management, opening a new position worth an estimated $9.03M. The largest seller was Osaic Holdings, cutting an estimated $12.6M.

  • 99 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q4 2023, up from 74 in Q3 2023.
  • Funds reported $131M of Virtus InfraCap US Preferred Stock ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 29 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q4 2023 and 3 closed out, a net change of +26 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q4 2023 was Synergy Asset Management, an estimated $9.03M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q4 2023 was Osaic Holdings, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2023.