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Virtus InfraCap US Preferred Stock ETF
PFFA

143 hedge funds and large institutions have $220M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

129% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 28

30% more capital invested

Capital invested by funds: $169M → $220M (+$51.1M)

22% more funds holding

Funds holding: 117 → 143 (+26)

0.3% less ownership

Funds ownership: 17% → 16.71% (-0.3%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
143
Holders Change
+26
Holders Change %
+22.22%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
64
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$5.91M
2
SAM
Synergy Asset Management
Washington
+$3.83M
3
Jane Street
Jane Street
New York
+$3.26M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.39M
5
IA
Inspire Advisors
Idaho
+$2M

Top Sellers

1
ICA
Infrastructure Capital Advisors
New York
-$3.4M
2
AWA
Arete Wealth Advisors
Illinois
-$472K
3
AWM
Apollon Wealth Management
South Carolina
-$322K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$253K
5
BAM
Belpointe Asset Management
Nevada
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
101
Anfield Capital Management
California
$85.1K +$20.3K +931 +33%
PS
102
Principal Securities
Iowa
$79.7K +$109 +5 +0.1%
WB
103
Webster Bank
Connecticut
$79.3K – – –
Bank Julius Baer & Co
104
Bank Julius Baer & Co
Switzerland
$73.1K -$3.84K -176 -6%
SWM
105
Spire Wealth Management
Virginia
$68.3K +$21.8K +1,000 +50%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$66K +$5.63K +258 +10%
HI
107
Harbour Investments
Wisconsin
$61K -$7.3K -335 -11%
GM
108
GeoWealth Management
Illinois
$59.8K +$57.2K +2,621 New
IA
109
IFP Advisors
Florida
$53.2K -$1.98K -91 -4%
AF
110
Allworth Financial
California
$48.3K +$1.05K +48 +2%
Simplex Trading
111
Simplex Trading
Illinois
$46K +$44.4K +2,035 New
HGERS
112
Householder Group Estate & Retirement Specialist
Arizona
$45K -$40.6K -1,863 -48%
FCMT
113
Founders Capital Management (Texas)
Texas
$36.5K – – –
GGI
114
Godsey & Gibb Inc
Virginia
$29.1K +$27.8K +1,273 New
FHA
115
First Horizon Advisors
Tennessee
$28.5K – – –
TSMHT
116
Thurston Springer Miller Herd & Titak
Indiana
$25.1K +$24K +1,100 New
MIM
117
Macroview Investment Management
Maryland
$24.8K – – –
AF
118
Advisornet Financial
Minnesota
$23.6K +$502 +23 +2%
FFA
119
Farther Finance Advisors
California
$22.8K +$21.8K +1,000 New
US Bancorp
120
US Bancorp
Minnesota
$22.8K +$21.8K +1,000 New
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$20.5K -$28.3K -1,300 -59%
RCM
122
Raleigh Capital Management
North Carolina
$19.6K – – –
CIA
123
Cape Investment Advisory
Georgia
$18.3K – – –
AP
124
Aspect Partners
Virginia
$17.8K +$371 +17 +2%
HNB
125
Hilltop National Bank
Wyoming
$12.6K +$12K +550 New
3 4
5
6 7

PFFA Hedge Fund Activity: Q3 2024 in Review

143 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q3 2024, worth a combined $220M — up 30% from $169M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PFFA positions and 8 closed out — a net gain of 26 holders — while 64 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.91M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $3.4M.

  • 143 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q3 2024, up from 117 in Q2 2024.
  • Funds reported $220M of Virtus InfraCap US Preferred Stock ETF stock for Q3 2024, up 30% quarter-over-quarter.
  • 34 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q3 2024 and 8 closed out, a net change of +26 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q3 2024 was LPL Financial, an estimated $5.91M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q3 2024 was Infrastructure Capital Advisors, an estimated $3.4M sold.

Based on aggregated 13F filings for Q3 2024.