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Virtus InfraCap US Preferred Stock ETF
PFFA

143 hedge funds and large institutions have $220M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

129% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 28

30% more capital invested

Capital invested by funds: $169M → $220M (+$51.1M)

22% more funds holding

Funds holding: 117 → 143 (+26)

0.3% less ownership

Funds ownership: 17% → 16.71% (-0.3%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
143
Holders Change
+26
Holders Change %
+22.22%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
64
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$5.91M
2
SAM
Synergy Asset Management
Washington
+$3.83M
3
Jane Street
Jane Street
New York
+$3.26M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.39M
5
IA
Inspire Advisors
Idaho
+$2M

Top Sellers

1
ICA
Infrastructure Capital Advisors
New York
-$3.4M
2
AWA
Arete Wealth Advisors
Illinois
-$472K
3
AWM
Apollon Wealth Management
South Carolina
-$322K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$253K
5
BAM
Belpointe Asset Management
Nevada
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
126
Wiser Advisor Group
Arizona
$12.2K +$240 +11 +2%
Wells Fargo
127
Wells Fargo
California
$11.5K +$11K +503 +50,300%
UBS Group
128
UBS Group
Switzerland
$10.3K -$20.3K -932 -67%
AWM
129
Avior Wealth Management
Nebraska
$10.3K – – –
LFG
130
Larson Financial Group
Missouri
$6.88K +$131 +6 +2%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$4.93K -$27.9K -1,278 -86%
Bank of America
132
Bank of America
North Carolina
$4.61K -$349 -16 -7%
JP Morgan Chase
133
JP Morgan Chase
New York
$4.32K +$4.12K +189 New
PA
134
Parallel Advisors
California
$2.93K – – –
CAM
135
Creekmur Asset Management
Illinois
$2.69K -$7.72K -354 -75%
WWP
136
WR Wealth Planners
Missouri
$2.18K +$65 +3 +3%
AW
137
Avion Wealth
Texas
$2K +$2.18K +100 New
SC
138
Swan Capital
Florida
$1.63K +$1.55K +71 New
AIC
139
Archer Investment Corporation
Indiana
$1.2K +$22 +1 +2%
RBC
140
Roble Belko & Company
Pennsylvania
$1K +$523 +24 New
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$662 +$240 +11 +61%
WFA
142
West Financial Advisors
Iowa
$557 – – –
Fidelity Investments
143
Fidelity Investments
Massachusetts
$183 -$22 -1 -11%
HNB
144
Huntington National Bank
Ohio
$23 – – –
SFC
145
Strategic Financial Concepts
Texas
– -$1.5K -32,025 Closed
RWMG
146
Redwood Wealth Management Group
New Jersey
– -$23.1K -1,100 Closed
MG
147
Mather Group
Illinois
– -$18.7K -892 Closed
AA
148
Ancora Advisors
Ohio
– -$9.7K -461 Closed
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
– -$7.42K -353 Closed
CP
150
Castleview Partners
Texas
– -$5K -238 Closed
3 4 5
6
7

PFFA Hedge Fund Activity: Q3 2024 in Review

143 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q3 2024, worth a combined $220M — up 30% from $169M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PFFA positions and 8 closed out — a net gain of 26 holders — while 64 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.91M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $3.4M.

  • 143 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q3 2024, up from 117 in Q2 2024.
  • Funds reported $220M of Virtus InfraCap US Preferred Stock ETF stock for Q3 2024, up 30% quarter-over-quarter.
  • 34 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q3 2024 and 8 closed out, a net change of +26 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q3 2024 was LPL Financial, an estimated $5.91M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q3 2024 was Infrastructure Capital Advisors, an estimated $3.4M sold.

Based on aggregated 13F filings for Q3 2024.