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Virtus InfraCap US Preferred Stock ETF
PFFA

117 hedge funds and large institutions have $169M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 22

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $153M → $169M (+$15.8M)

9% more funds holding

Funds holding: 107 → 117 (+10)

0.33% more ownership

Funds ownership: 16.67% → 17% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
54
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.45M
2
OPAM
Ocean Park Asset Management
California
+$4.41M
3
SAM
Secure Asset Management
Michigan
+$2.08M
4
JFG
Jefferies Financial Group
New York
+$1.08M
5
CPRC
Consolidated Portfolio Review Corp
New York
+$974K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.9M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.4M
3
RA
RFG Advisory
Alabama
-$1.28M
4
TWP
Tempus Wealth Planning
California
-$629K
5
GS
GTS Securities
New York
-$406K
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
126
Simplex Trading
Illinois
– -$5K -277 Closed
JP Morgan Chase
127
JP Morgan Chase
New York
– -$1.07K -51 Closed
2 3 4 5
6

PFFA Hedge Fund Activity: Q2 2024 in Review

117 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q2 2024, worth a combined $169M — up 10% from $153M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PFFA positions and 9 closed out — a net gain of 12 holders — while 54 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.45M. The largest seller was Osaic Holdings, cutting an estimated $3.9M.

  • 117 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q2 2024, up from 107 in Q1 2024.
  • Funds reported $169M of Virtus InfraCap US Preferred Stock ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 21 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q2 2024 and 9 closed out, a net change of +12 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q2 2024 was LPL Financial, an estimated $4.45M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q2 2024 was Osaic Holdings, an estimated $3.9M sold.

Based on aggregated 13F filings for Q2 2024.