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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

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

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
AW
151
Avion Wealth
Texas
$2K – – –
NWWA
152
New Wave Wealth Advisors
Arkansas
$1.39K +$1.43K +63 New
AIC
153
Archer Investment Corporation
Indiana
$1.17K +$45 +2 +4%
DFA
154
DHJJ Financial Advisors
Illinois
$701 +$724 +32 New
WFA
155
West Financial Advisors
Iowa
$546 +$23 +1 +4%
UBS Group
156
UBS Group
Switzerland
$44 -$10.2K -449 -100%
Wells Fargo
157
Wells Fargo
California
$31 -$11.4K -503 -100%
HNB
158
Huntington National Bank
Ohio
$22 – – –
GGI
159
Godsey & Gibb Inc
Virginia
$8 -$28.8K -1,273 Closed
OPAM
160
Ocean Park Asset Management
California
– -$4.95M -216,789 Closed
SA
161
SFI Advisors
New Jersey
– -$790K -34,620 Closed
Bank of New York Mellon
162
Bank of New York Mellon
New York
– -$479K -21,002 Closed
Mariner
163
Mariner
Kansas
– -$259K -11,352 Closed
CA
164
Carson Advisory
Georgia
– -$254K -11,127 Closed
TWM
165
Tradition Wealth Management
Minnesota
– -$233K -10,223 Closed
FFA
166
Founders Financial Alliance
North Carolina
– -$226K -9,896 Closed
SC
167
Savant Capital
Illinois
– -$216K -9,469 Closed
GM
168
GeoWealth Management
Illinois
– -$59.8K -2,621 Closed
HGERS
169
Householder Group Estate & Retirement Specialist
Arizona
– -$45K -1,984 Closed
MIM
170
Macroview Investment Management
Maryland
– -$24.8K -1,084 Closed
HNB
171
Hilltop National Bank
Wyoming
– -$12.6K -550 Closed
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
– -$4.93K -216 Closed
JP Morgan Chase
173
JP Morgan Chase
New York
– -$4.32K -189 Closed
BNP Paribas Financial Markets
174
BNP Paribas Financial Markets
France
– -$662 -29 Closed
Fidelity Investments
175
Fidelity Investments
Massachusetts
– -$183 -8 Closed
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.