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Virtus InfraCap US Preferred Stock ETF

177 hedge funds and large institutions have $384M invested in Virtus InfraCap US Preferred Stock ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

5% more funds holding

Funds holding: 169177 (+8)

0.34% more ownership

Funds ownership: 18.52%18.87% (+0.34%)

13% less call options, than puts

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

Holders
177
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$944K
Puts
$1.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
MGB Wealth Management
Texas
$370K
CFG
102
Cooper Financial Group
California
$369K
CIG
103
Cascade Investment Group
Colorado
$358K
VFG
104
Victory Financial Group
Texas
$353K
Truist Financial
105
Truist Financial
North Carolina
$347K
TA
106
Tactive Advisors
Florida
$325K
KFA
107
Kelleher Financial Advisors
New York
$321K
CP
108
Cumberland Partners
Ontario, Canada
$320K
DWG
109
Darden Wealth Group
Michigan
$317K
IWC
110
Integrated Wealth Concepts
Massachusetts
$308K
AWM
111
Apollon Wealth Management
South Carolina
$294K
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$292K
RAS
113
RPS Advisory Solutions
Kentucky
$285K
PWAM
114
Private Wealth Asset Management
Iowa
$284K
VWM
115
Venturi Wealth Management
Texas
$283K
PVI
116
Pine Valley Investments
New Jersey
$269K
RDWM
117
Red Door Wealth Management
Tennessee
$260K
FAG
118
Fortitude Advisory Group
Washington
$255K
MPCG
119
Matrix Private Capital Group
New York
$254K
IA
120
IFG Advisory
Georgia
$239K
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$237K
WWA
122
WCG Wealth Advisors
Nevada
$233K
AIP
123
Almanack Investment Partners
Pennsylvania
$229K
Creative Planning
124
Creative Planning
Kansas
$226K
GWWM
125
Great Waters Wealth Management
Minnesota
$216K