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Virtus InfraCap US Preferred Stock ETF

63 hedge funds and large institutions have $60.6M invested in Virtus InfraCap US Preferred Stock ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 13 closing their positions.

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
22
Reduced
11
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$13.9M 552,988 +17,709 +3%
LPL Financial
2
LPL Financial
California
$9.15M 364,328 +100,247 +38%
ICA
3
Infrastructure Capital Advisors
New York
$5.58M 222,115 -149,807 -40%
PWM
4
Peterson Wealth Management
Nevada
$4.7M 186,939 +29,040 +18%
ACM
5
Ascendant Capital Management
California
$2.89M 115,000 +65,000 +130%
CT
6
Coastline Trust
Rhode Island
$2.45M 97,490 +68,240 +233%
JG
7
Jefferies Group
New York
$2.39M 94,990
EH
8
Equitable Holdings
New York
$1.69M 67,405 +21,496 +47%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.25M 49,794 +7,762 +18%
NA
10
NewEdge Advisors
Louisiana
$1.24M 49,401 +49,401 New
USCWA
11
U.S. Capital Wealth Advisors
Texas
$1.22M 48,630 +6,850 +16%
DC
12
Davenport & Co
Virginia
$1.18M 46,931 -549 -1%
SSWM
13
Sheets Smith Wealth Management
North Carolina
$1.15M 45,909 +6,430 +16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$927K 36,927 +3,225 +10%
BRWM
15
B. Riley Wealth Management
Tennessee
$873K 34,771 +1,558 +5%
ASFA
16
All Season Financial Advisors
Colorado
$844K 33,606 -4,895 -13%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$771K 30,700 -100 -0.3%
SAM
18
Secure Asset Management
Michigan
$753K 29,985 +29,985 New
CC
19
Claybrook Capital
Massachusetts
$724K 28,840
ASN
20
Advisory Services Network
Georgia
$572K 22,788 +6,255 +38%
TWM
21
Tradition Wealth Management
Minnesota
$503K 20,010 +2,311 +13%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$475K 18,900 +3,000 +19%
AWM
23
AE Wealth Management
Kansas
$431K 17,139 -65,385 -79%
GTAM
24
Global Trust Asset Management
Florida
$379K 15,069 +5,892 +64%
BWM
25
BlackDiamond Wealth Management
New York
$338K 13,467 +13,467 New