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Virtus InfraCap US Preferred Stock ETF
PFFA

157 hedge funds and large institutions have $268M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 26

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

90% more call options, than puts

Call options by funds: $578K | Put options by funds: $304K

22% more capital invested

Capital invested by funds: $220M → $268M (+$48.1M)

10% more funds holding

Funds holding: 143 → 157 (+14)

2.39% more ownership

Funds ownership: 16.71% → 19.09% (+2.4%)

Holders
157
Holders Change
+14
Holders Change %
+9.79%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
72
Reduced
26
Closed
17
Calls
$578K
Puts
$304K
Net Calls
+$274K
Net Calls Change
+$274K

Top Buyers

Rank Fund Capital Flow
1
RSWM
Robertson Stephens Wealth Management
California
+$10M
2
LPL Financial
LPL Financial
California
+$5.85M
3
Stifel Financial
Stifel Financial
Missouri
+$5.37M
4
MML Investors Services
MML Investors Services
Massachusetts
+$3.58M
5
GRP
Global Retirement Partners
California
+$3.28M

Top Sellers

Rank Fund Capital Flow
1
OPAM
Ocean Park Asset Management
California
-$4.95M
2
Jane Street
Jane Street
New York
-$3.14M
3
JFG
Jefferies Financial Group
New York
-$1.51M
4
SA
SFI Advisors
New Jersey
-$790K
5
Osaic Holdings
Osaic Holdings
Arizona
-$758K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$25K +$5.45K +241 +27%
TSMHT
127
Thurston Springer Miller Herd & Titak
Indiana
$24.1K – – –
RF
128
Roxbury Financial
New Jersey
$23.3K +$23.3K +1,030 New
AF
129
Advisornet Financial
Minnesota
$23.1K +$520 +23 +2%
FFA
130
Farther Finance Advisors
California
$22.4K +$520 +23 +2%
AP
131
Aspect Partners
Virginia
$21.9K +$4.97K +220 +28%
US Bancorp
132
US Bancorp
Minnesota
$21.9K – – –
APW
133
Aventura Private Wealth
Florida
$21.9K +$22.6K +1,000 New
RCM
134
Raleigh Capital Management
North Carolina
$18.8K – – –
CIA
135
Cape Investment Advisory
Georgia
$17.5K – – –
AWM
136
Avior Wealth Management
Nebraska
$13.5K +$3.73K +165 +37%
Jones Financial Companies
137
Jones Financial Companies
Missouri
$13.4K +$13.8K +612 New
WAG
138
Wiser Advisor Group
Arizona
$11.9K +$271 +12 +2%
ANBT
139
American National Bank & Trust
Texas
$8.98K +$9.27K +410 New
WWA
140
Wingate Wealth Advisors
Massachusetts
$8.32K +$8.59K +380 New
LFG
141
Larson Financial Group
Missouri
$6.75K +$158 +7 +2%
AG
142
AmeriFlex Group
Nevada
$6.62K +$6.78K +300 New
AFG
143
Albion Financial Group
Utah
$6.57K +$6.78K +300 New
Bank of America
144
Bank of America
North Carolina
$6.15K +$1.79K +79 +39%
SC
145
Swan Capital
Florida
$4.75K +$3.3K +146 +206%
TC
146
Truvestments Capital
Florida
$4.16K +$4.3K +190 New
RBC
147
Roble Belko & Company
Pennsylvania
$3K +$2.51K +111 +463%
PA
148
Parallel Advisors
California
$2.81K – – –
CAM
149
Creekmur Asset Management
Illinois
$2.51K -$68 -3 -3%
WWP
150
WR Wealth Planners
Missouri
$2.14K +$45 +2 +2%
3 4 5
6
7

PFFA Hedge Fund Activity: Q4 2024 in Review

157 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q4 2024, worth a combined $268M — up 22% from $220M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PFFA positions and 17 closed out — a net gain of 19 holders — while 72 added to existing stakes and 26 trimmed.

The largest buyer was Robertson Stephens Wealth Management, opening a new position worth an estimated $10M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $4.95M sold.

  • 157 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q4 2024, up from 143 in Q3 2024.
  • Funds reported $268M of Virtus InfraCap US Preferred Stock ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 36 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q4 2024 and 17 closed out, a net change of +19 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q4 2024 was Robertson Stephens Wealth Management, an estimated $10M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q4 2024 was Ocean Park Asset Management, an estimated $4.95M sold.

Based on aggregated 13F filings for Q4 2024.