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Virtus InfraCap US Preferred Stock ETF

195 hedge funds and large institutions have $348M invested in Virtus InfraCap US Preferred Stock ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

72% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 50

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more funds holding

Funds holding: 181195 (+14)

6% less call options, than puts

Call options by funds: $823K | Put options by funds: $873K

2.9% less ownership

Funds ownership: 19.14%16.23% (-2.9%)

11% less capital invested

Capital invested by funds: $389M → $348M (-$41.2M)

Holders
195
Holders Change
+14
Holders Change %
+7.73%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
33
Increased
86
Reduced
50
Closed
16
Calls
$823K
Puts
$873K
Net Calls
-$50K
Net Calls Change
+$90K
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$408K +$124K +5,752 +40%
MP
102
McDonald Partners
Ohio
$407K
MFG
103
Magnus Financial Group
New York
$399K -$25.8K -1,200 -6%
BCA
104
Bay Colony Advisors
Massachusetts
$380K +$1.42K +66 +0.4%
JWCA
105
J.W. Cole Advisors
Florida
$371K -$1.13M -52,647 -74%
CPSAC
106
Chas P. Smith & Associates (CPS)
Florida
$366K
GS
107
GWN Securities
Florida
$366K +$4.04K +188 +1%
CFG
108
Cooper Financial Group
California
$338K -$10.8K -505 -3%
CP
109
Cumberland Partners
Ontario, Canada
$329K +$29K +1,350 +9%
HI
110
Harbour Investments
Wisconsin
$328K +$140K +6,509 +68%
TA
111
Tactive Advisors
Florida
$318K +$11.8K +549 +4%
KFA
112
Kelleher Financial Advisors
New York
$315K +$11.9K +552 +4%
CWIG
113
Chung Wu Investment Group
Texas
$312K -$47.2K -2,200 -13%
CIG
114
Cascade Investment Group
Colorado
$301K -$38.7K -1,800 -11%
VWM
115
Venturi Wealth Management
Texas
$287K +$20.9K +972 +7%
AWM
116
Apollon Wealth Management
South Carolina
$279K +$2.06K +96 +0.7%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$277K +$2K +93 +0.7%
PWAM
118
Private Wealth Asset Management
Iowa
$275K +$6.94K +323 +2%
FHC
119
First Heartland Consultants
Missouri
$271K +$286K +13,297 New
RDWM
120
Red Door Wealth Management
Tennessee
$252K +$6.4K +298 +2%
PVI
121
Pine Valley Investments
New Jersey
$245K -$9.13K -425 -3%
FAG
122
Fortitude Advisory Group
Washington
$237K -$3.97K -185 -2%
P
123
&Partners
Tennessee
$233K +$246K +11,435 New
RAS
124
RPS Advisory Solutions
Kentucky
$226K -$46.2K -2,150 -16%
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$224K