We are live on ! Find out more
PFFA icon

Virtus InfraCap US Preferred Stock ETF

151 hedge funds and large institutions have $271M invested in Virtus InfraCap US Preferred Stock ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $340K

115% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 34

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% more capital invested

Capital invested by funds: $267M → $271M (+$3.68M)

1% less funds holding

Funds holding: 152151 (-1)

0.79% less ownership

Funds ownership: 18.21%17.42% (-0.79%)

Holders
151
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
73
Reduced
34
Closed
15
Calls
$1.11M
Puts
$340K
Net Calls
+$770K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
RAS
101
RPS Advisory Solutions
Kentucky
$212K +$10.3K +500 +5%
GWWM
102
Great Waters Wealth Management
Minnesota
$208K
SWP
103
Stratos Wealth Partners
Ohio
$205K +$4.36K +212 +2%
Morgan Stanley
104
Morgan Stanley
New York
$182K -$65.1K -3,167 -27%
AF
105
Allworth Financial
California
$180K +$178K +8,650 +61,786%
NA
106
NewEdge Advisors
Louisiana
$173K +$164 +8 +0.1%
S
107
SignatureFD
Georgia
$127K +$41 +2 +0%
ACM
108
Anfield Capital Management
California
$111K +$2.96K +144 +3%
HI
109
Harbour Investments
Wisconsin
$111K -$14.6K -712 -12%
TWC
110
TD Waterhouse Canada
Ontario, Canada
$104K
MA
111
Montag & Associates
Georgia
$84.4K
WB
112
Webster Bank
Connecticut
$72.3K
EWA
113
EverSource Wealth Advisors
Alabama
$62.5K +$20.5K +1,000 +50%
SWM
114
Spire Wealth Management
Virginia
$62.3K
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$58.1K
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$57K -$1.79K -87 -3%
GWM
117
Geneos Wealth Management
Colorado
$37.6K -$16.5K -803 -31%
IA
118
IFP Advisors
Florida
$37K -$11.3K -552 -24%
FCMT
119
Founders Capital Management (Texas)
Texas
$33.3K
FHA
120
First Horizon Advisors
Tennessee
$26K
TSMHT
121
Thurston Springer Miller Herd & Titak
Indiana
$22.9K
CSC
122
Caldwell Sutter Capital
California
$22.9K
AP
123
Aspect Partners
Virginia
$21.9K +$514 +25 +2%
RF
124
Roxbury Financial
New Jersey
$21.8K
APW
125
Aventura Private Wealth
Florida
$20.8K

PFFA Hedge Fund Activity: Q2 2025 in Review

151 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q2 2025, worth a combined $271M — up 1.4% from $267M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PFFA positions and 15 closed out — a net gain of 1 holder — while 73 added to existing stakes and 34 trimmed.

The largest buyer was Melia Wealth, opening a new position worth an estimated $9.19M. The largest seller was U.S. Capital Wealth Advisors, exiting entirely with an estimated $3.25M sold.

  • 151 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q2 2025, down from 152 in Q1 2025.
  • Funds reported $271M of Virtus InfraCap US Preferred Stock ETF stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 16 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q2 2025 and 15 closed out, a net change of +1 holder.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q2 2025 was Melia Wealth, an estimated $9.19M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q2 2025 was U.S. Capital Wealth Advisors, an estimated $3.25M sold.

Based on aggregated 13F filings for Q2 2025.