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Virtus InfraCap US Preferred Stock ETF

181 hedge funds and large institutions have $389M invested in Virtus InfraCap US Preferred Stock ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 41

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more capital invested

Capital invested by funds: $344M → $389M (+$45.6M)

6% more funds holding

Funds holding: 170181 (+11)

0.39% more ownership

Funds ownership: 18.75%19.14% (+0.39%)

13% less call options, than puts

Call options by funds: $944K | Put options by funds: $1.08M

Holders
181
Holders Change
+11
Holders Change %
+6.47%
% of All Funds
2.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
31
Increased
77
Reduced
41
Closed
18
Calls
$944K
Puts
$1.08M
Net Calls
-$140K
Net Calls Change
-$361K
Name Holding Trade Value Shares
Change
Change in
Stake
GS
101
GWN Securities
Florida
$384K +$3.99K +185 +1%
CWIG
102
Chung Wu Investment Group
Texas
$377K -$458K -21,240 -55%
AFP
103
Ausdal Financial Partners
Iowa
$372K -$4.47K -207 -1%
MWM
104
MGB Wealth Management
Texas
$370K +$371K +17,170 New
CFG
105
Cooper Financial Group
California
$369K +$369K +17,110 New
CIG
106
Cascade Investment Group
Colorado
$358K -$10.8K -500 -3%
VFG
107
Victory Financial Group
Texas
$353K +$115K +5,316 +48%
Truist Financial
108
Truist Financial
North Carolina
$347K -$75.1K -3,481 -18%
TA
109
Tactive Advisors
Florida
$325K -$41.6K -1,928 -11%
KFA
110
Kelleher Financial Advisors
New York
$321K +$321K +14,895 New
CP
111
Cumberland Partners
Ontario, Canada
$320K +$11.8K +545 +4%
DWG
112
Darden Wealth Group
Michigan
$317K -$175K -8,096 -35%
IWC
113
Integrated Wealth Concepts
Massachusetts
$308K -$268K -12,416 -46%
AWM
114
Apollon Wealth Management
South Carolina
$294K -$26.2K -1,216 -8%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$292K +$68.6K +3,181 +31%
RAS
116
RPS Advisory Solutions
Kentucky
$285K +$36.7K +1,700 +15%
PWAM
117
Private Wealth Asset Management
Iowa
$284K +$284K +13,176 New
VWM
118
Venturi Wealth Management
Texas
$283K -$5.33K -247 -2%
PVI
119
Pine Valley Investments
New Jersey
$269K -$111K -5,125 -29%
RDWM
120
Red Door Wealth Management
Tennessee
$260K +$6.06K +281 +2%
FAG
121
Fortitude Advisory Group
Washington
$255K +$32.6K +1,510 +15%
MPCG
122
Matrix Private Capital Group
New York
$254K
IA
123
IFG Advisory
Georgia
$239K -$135K -6,257 -36%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$237K
WWA
125
WCG Wealth Advisors
Nevada
$233K +$234K +10,822 New