We are live on ! Find out more
PFFA icon

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
PTC
126
Private Trust Company
Ohio
$222K -$425K -19,790 -65%
GIA
127
Gladstone Institutional Advisory
Florida
$221K +$233K +10,832 New
SWM
128
Silverlake Wealth Management
Vermont
$218K +$230K +10,688 New
AIP
129
Almanack Investment Partners
Pennsylvania
$217K
Qube Research & Technologies (QRT)
130
Qube Research & Technologies (QRT)
United Kingdom
$214K +$226K +10,518 New
WWA
131
WCG Wealth Advisors
Nevada
$210K -$10.5K -489 -5%
FPAS
132
Focus Partners Advisor Solutions
Missouri
$209K +$220K +10,261 New
AWA
133
Arete Wealth Advisors
Illinois
$208K +$220K +10,227 New
MPCG
134
Matrix Private Capital Group
New York
$208K -$34.4K -1,600 -14%
HIP
135
HUB Investment Partners
Texas
$206K +$217K +10,104 New
GWWM
136
Great Waters Wealth Management
Minnesota
$204K
FFA
137
Founders Financial Alliance
North Carolina
$200K +$211K +9,819 New
Simplex Trading
138
Simplex Trading
Illinois
$184K +$126K +5,861 +183%
S
139
SignatureFD
Georgia
$169K +$10.8K +503 +6%
ACM
140
Anfield Capital Management
California
$166K +$3.01K +140 +2%
JP Morgan Chase
141
JP Morgan Chase
New York
$153K +$156K +7,253 +2,600%
Morgan Stanley
142
Morgan Stanley
New York
$132K -$38.1K -1,773 -22%
OCM
143
Osbon Capital Management
Massachusetts
$123K +$129K +6,020 New
TWC
144
TD Waterhouse Canada
Ontario, Canada
$103K
GWM
145
Geneos Wealth Management
Colorado
$92K +$22.8K +1,061 +31%
EWA
146
EverSource Wealth Advisors
Alabama
$91.6K
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$83.7K +$88.3K +4,111 New
William Blair & Company
148
William Blair & Company
Illinois
$81.4K +$85.9K +4,000 New
WB
149
Webster Bank
Connecticut
$70.7K
SWM
150
Spire Wealth Management
Virginia
$60.9K