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Virtus InfraCap US Preferred Stock ETF
PFFA

61 hedge funds and large institutions have $77.4M invested in Virtus InfraCap US Preferred Stock ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 12

22% more capital invested

Capital invested by funds: $63.2M → $77.4M (+$14.2M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2.62% more ownership

Funds ownership: 11.41% → 14.02% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 64 → 61 (-3)

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
29
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ICA
Infrastructure Capital Advisors
New York
+$10.1M
2
PWM
Peterson Wealth Management
Nevada
+$4.88M
3
LPL Financial
LPL Financial
California
+$1.75M
4
NA
NewEdge Advisors
Louisiana
+$855K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$662K

Top Sellers

1
JG
Jefferies Group
New York
-$2.39M
2
AWM
AE Wealth Management
Kansas
-$431K
3
GTAM
Global Trust Asset Management
Florida
-$298K
4
BWM
BlackDiamond Wealth Management
New York
-$66.4K
5
SAM
Secure Asset Management
Michigan
-$49.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
ICA
1
Infrastructure Capital Advisors
New York
$15.4M +$10.1M +419,380 +189%
Osaic Holdings
2
Osaic Holdings
Arizona
$13.4M +$77.9K +3,243 +0.6%
LPL Financial
3
LPL Financial
California
$10.5M +$1.75M +72,797 +20%
PWM
4
Peterson Wealth Management
Nevada
$9.39M +$4.88M +203,225 +109%
IFG
5
Independent Financial Group
California
$2.58M +$32.9K +1,371 +1%
CT
6
Coastline Trust
Rhode Island
$2.56M +$210K +8,745 +9%
NA
7
NewEdge Advisors
Louisiana
$2.05M +$855K +35,611 +72%
EH
8
Equitable Holdings
New York
$2.02M +$394K +16,412 +24%
USCWA
9
U.S. Capital Wealth Advisors
Texas
$1.52M +$347K +14,430 +30%
SSWM
10
Sheets Smith Wealth Management
North Carolina
$1.47M +$364K +15,149 +33%
ASFA
11
All Season Financial Advisors
Colorado
$1.33M +$515K +21,457 +64%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.21M +$10.7K +446 +0.9%
DC
13
Davenport & Co
Virginia
$1.11M -$16.3K -679 -1%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$952K +$495K +20,600 +109%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$892K +$3.63K +151 +0.4%
BRWM
16
B. Riley Wealth Management
Tennessee
$818K -$19.5K -812 -2%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$727K -$12K -498 -2%
CC
18
Claybrook Capital
Massachusetts
$694K – – –
ASN
19
Advisory Services Network
Georgia
$686K +$137K +5,693 +25%
SAM
20
Secure Asset Management
Michigan
$673K -$49.3K -2,051 -7%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$664K +$662K +27,578 New
TWM
22
Tradition Wealth Management
Minnesota
$597K +$115K +4,783 +24%
BRWA
23
B. Riley Wealth Advisors
Florida
$515K +$217K +9,033 +73%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$385K +$124K +5,159 +48%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$376K +$140K +5,847 +60%
1
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PFFA Hedge Fund Activity: Q1 2022 in Review

61 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q1 2022, worth a combined $77.4M — up 22% from $63.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PFFA positions and 8 closed out — a net gain of 1 holder — while 29 added to existing stakes and 12 trimmed.

The largest buyer was Infrastructure Capital Advisors, adding an estimated $10.1M. The largest seller was Jefferies Group, exiting entirely with an estimated $2.39M sold.

  • 61 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q1 2022, down from 64 in Q4 2021.
  • Funds reported $77.4M of Virtus InfraCap US Preferred Stock ETF stock for Q1 2022, up 22% quarter-over-quarter.
  • 9 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q1 2022 and 8 closed out, a net change of +1 holder.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q1 2022 was Infrastructure Capital Advisors, an estimated $10.1M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q1 2022 was Jefferies Group, an estimated $2.39M sold.

Based on aggregated 13F filings for Q1 2022.