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Virtus InfraCap US Preferred Stock ETF
PFFA

117 hedge funds and large institutions have $169M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 22

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $153M → $169M (+$15.8M)

9% more funds holding

Funds holding: 107 → 117 (+10)

0.33% more ownership

Funds ownership: 16.67% → 17% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
54
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.45M
2
OPAM
Ocean Park Asset Management
California
+$4.41M
3
SAM
Secure Asset Management
Michigan
+$2.08M
4
JFG
Jefferies Financial Group
New York
+$1.08M
5
CPRC
Consolidated Portfolio Review Corp
New York
+$974K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.9M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.4M
3
RA
RFG Advisory
Alabama
-$1.28M
4
TWP
Tempus Wealth Planning
California
-$629K
5
GS
GTS Securities
New York
-$406K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
101
Creekmur Asset Management
Illinois
$9.93K -$102K -4,881 -91%
AA
102
Ancora Advisors
Ohio
$9.7K +$9.63K +461 New
AWM
103
Avior Wealth Management
Nebraska
$9.46K +$2.4K +115 +34%
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$7.42K -$90.3K -4,324 -92%
LFG
105
Larson Financial Group
Missouri
$6.2K +$1.63K +78 +36%
CP
106
Castleview Partners
Texas
$5K +$4.97K +238 New
Bank of America
107
Bank of America
North Carolina
$4.58K +$4.55K +218 New
PA
108
Parallel Advisors
California
$2.7K – – –
AWM
109
Abound Wealth Management
Tennessee
$2.67K – – –
WWP
110
WR Wealth Planners
Missouri
$1.97K +$42 +2 +2%
SFC
111
Strategic Financial Concepts
Texas
$1.5K +$669K +32,025 New
CP
112
Camelot Portfolios
Ohio
$1.36K +$1.36K +65 New
AIC
113
Archer Investment Corporation
Indiana
$1.08K +$1.06K +51 New
WFA
114
West Financial Advisors
Iowa
$501 +$21 +1 +4%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$379 -$8.71K -417 -96%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$189 +$167 +8 +800%
HNB
117
Huntington National Bank
Ohio
$21 – – –
Wells Fargo
118
Wells Fargo
California
$15 -$104 -5 -83%
TWP
119
Tempus Wealth Planning
California
– -$629K -30,000 Closed
GS
120
GTS Securities
New York
– -$406K -19,398 Closed
HVIA
121
Hudson Valley Investment Advisors
New York
– -$251K -12,000 Closed
LSA
122
Lion Street Advisors
Texas
– -$220K -10,623 Closed
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
– -$21K -1,000 Closed
TF
124
Tompkins Financial
New York
– -$15.7K -750 Closed
PFA
125
Pathway Financial Advisers
Indiana
– -$11.1K -529 Closed
2 3 4
5
6

PFFA Hedge Fund Activity: Q2 2024 in Review

117 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q2 2024, worth a combined $169M — up 10% from $153M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PFFA positions and 9 closed out — a net gain of 12 holders — while 54 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.45M. The largest seller was Osaic Holdings, cutting an estimated $3.9M.

  • 117 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q2 2024, up from 107 in Q1 2024.
  • Funds reported $169M of Virtus InfraCap US Preferred Stock ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 21 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q2 2024 and 9 closed out, a net change of +12 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q2 2024 was LPL Financial, an estimated $4.45M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q2 2024 was Osaic Holdings, an estimated $3.9M sold.

Based on aggregated 13F filings for Q2 2024.