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Virtus InfraCap US Preferred Stock ETF
PFFA

170 hedge funds and large institutions have $344M invested in Virtus InfraCap US Preferred Stock ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

183% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 29

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

45% more call options, than puts

Call options by funds: $712K | Put options by funds: $491K

27% more capital invested

Capital invested by funds: $271M → $344M (+$72.7M)

13% more funds holding

Funds holding: 151 → 170 (+19)

1.33% more ownership

Funds ownership: 17.42% → 18.75% (+1.3%)

Holders
170
Holders Change
+19
Holders Change %
+12.58%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
82
Reduced
29
Closed
9
Calls
$712K
Puts
$491K
Net Calls
+$221K
Net Calls Change
-$549K

Top Buyers

1
LPL Financial
LPL Financial
California
+$21.3M
2
OPAM
Ocean Park Asset Management
California
+$7.06M
3
MW
Melia Wealth
Oklahoma
+$6.01M
4
IA
Inspire Advisors
Idaho
+$3.2M
5
AC
AlphaCore Capital
California
+$2.36M

Top Sellers

1
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$1.85M
2
BSG
Black Swift Group
Colorado
-$1.07M
3
JTWM
Jackson Thornton Wealth Management
Alabama
-$550K
4
AQR Capital Management
AQR Capital Management
Connecticut
-$540K
5
AWM
Apollon Wealth Management
South Carolina
-$407K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
101
Cascade Investment Group
Colorado
$371K – – –
TA
102
Tactive Advisors
Florida
$369K +$77.5K +3,578 +27%
BCA
103
Bay Colony Advisors
Massachusetts
$337K +$47.9K +2,212 +17%
AWM
104
Apollon Wealth Management
South Carolina
$322K -$407K -18,772 -56%
Comerica Bank
105
Comerica Bank
Texas
$316K -$10.3K -475 -3%
CP
106
Cumberland Partners
Ontario, Canada
$310K +$34.3K +1,582 +12%
LSA
107
Lion Street Advisors
Texas
$296K +$255K +11,790 New
VWM
108
Venturi Wealth Management
Texas
$290K +$46.8K +2,159 +19%
HVIA
109
Hudson Valley Investment Advisors
New York
$261K – – –
MPCG
110
Matrix Private Capital Group
New York
$256K – – –
RDWM
111
Red Door Wealth Management
Tennessee
$256K +$5.89K +272 +2%
RAS
112
RPS Advisory Solutions
Kentucky
$250K +$29.2K +1,349 +13%
VFG
113
Victory Financial Group
Texas
$240K +$240K +11,067 New
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$239K – – –
AWA
115
Arete Wealth Advisors
Illinois
$234K -$7.3K -337 -3%
AIP
116
Almanack Investment Partners
Pennsylvania
$231K – – –
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$225K +$165K +7,624 +280%
FAG
118
Fortitude Advisory Group
Washington
$224K – – –
GWWM
119
Great Waters Wealth Management
Minnesota
$217K – – –
Morgan Stanley
120
Morgan Stanley
New York
$198K +$8.77K +405 +5%
FFA
121
Founders Financial Alliance
North Carolina
$197K +$196K +9,060 New
HI
122
Harbour Investments
Wisconsin
$139K +$23.4K +1,079 +20%
S
123
SignatureFD
Georgia
$135K +$2.23K +103 +2%
WANY
124
Wealthspire Advisors (New York)
New York
$129K +$129K +5,937 New
ACM
125
Anfield Capital Management
California
$120K +$4.27K +197 +4%
3 4
5
6 7

PFFA Hedge Fund Activity: Q3 2025 in Review

170 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q3 2025, worth a combined $344M — up 27% from $271M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PFFA positions and 9 closed out — a net gain of 22 holders — while 82 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.3M. The largest seller was Prevail Innovative Wealth Advisors, cutting an estimated $1.85M.

  • 170 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q3 2025, up from 151 in Q2 2025.
  • Funds reported $344M of Virtus InfraCap US Preferred Stock ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 31 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q3 2025 and 9 closed out, a net change of +22 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q3 2025 was LPL Financial, an estimated $21.3M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q3 2025 was Prevail Innovative Wealth Advisors, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2025.