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Virtus InfraCap US Preferred Stock ETF

157 hedge funds and large institutions have $268M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 26

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

90% more call options, than puts

Call options by funds: $578K | Put options by funds: $304K

22% more capital invested

Capital invested by funds: $220M → $268M (+$48.1M)

10% more funds holding

Funds holding: 143157 (+14)

2.39% more ownership

Funds ownership: 16.71%19.09% (+2.4%)

Holders
157
Holders Change
+14
Holders Change %
+9.79%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
72
Reduced
26
Closed
17
Calls
$578K
Puts
$304K
Net Calls
+$274K
Net Calls Change
+$274K
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
101
Comerica Bank
Texas
$194K -$25K -1,104 -11%
PTC
102
Private Trust Company
Ohio
$185K +$45.7K +2,019 +31%
NA
103
NewEdge Advisors
Louisiana
$181K +$158 +7 +0.1%
AA
104
AlphaMark Advisors
Kentucky
$141K +$22.9K +1,013 +19%
S
105
SignatureFD
Georgia
$133K +$22.7K +1,002 +20%
TWC
106
TD Waterhouse Canada
Ontario, Canada
$110K +$113K +5,000 New
CF
107
Centaurus Financial
California
$106K +$109K +4,839 New
AWM
108
Activest Wealth Management
Florida
$96.5K +$99.6K +4,406 New
MA
109
Montag & Associates
Georgia
$88.8K
ACM
110
Anfield Capital Management
California
$81.6K
PS
111
Principal Securities
Iowa
$76.5K +$136 +6 +0.2%
WB
112
Webster Bank
Connecticut
$76K
Bank Julius Baer & Co
113
Bank Julius Baer & Co
Switzerland
$70.1K +$4.54K +201 +7%
SWM
114
Spire Wealth Management
Virginia
$65.5K
HI
115
Harbour Investments
Wisconsin
$63.1K +$4.66K +206 +8%
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$61.3K -$24.4K -1,078 -28%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$61K -$2.4K -106 -4%
IA
118
IFP Advisors
Florida
$51K
MCM
119
MAI Capital Management
Ohio
$48.2K +$49.8K +2,203 New
AF
120
Allworth Financial
California
$48.1K +$1.38K +61 +3%
Simplex Trading
121
Simplex Trading
Illinois
$47K +$2.53K +112 +6%
FCMT
122
Founders Capital Management (Texas)
Texas
$35K
EF
123
Empowered Funds
Pennsylvania
$31.5K +$32.5K +1,437 New
GWM
124
Geneos Wealth Management
Colorado
$28.5K +$29.5K +1,303 New
FHA
125
First Horizon Advisors
Tennessee
$27.4K

PFFA Hedge Fund Activity: Q4 2024 in Review

157 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q4 2024, worth a combined $268M — up 22% from $220M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PFFA positions and 17 closed out — a net gain of 19 holders — while 72 added to existing stakes and 26 trimmed.

The largest buyer was Robertson Stephens Wealth Management, opening a new position worth an estimated $10M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $4.95M sold.

  • 157 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q4 2024, up from 143 in Q3 2024.
  • Funds reported $268M of Virtus InfraCap US Preferred Stock ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 36 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q4 2024 and 17 closed out, a net change of +19 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q4 2024 was Robertson Stephens Wealth Management, an estimated $10M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q4 2024 was Ocean Park Asset Management, an estimated $4.95M sold.

Based on aggregated 13F filings for Q4 2024.