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Virtus InfraCap US Preferred Stock ETF
PFFA

Overview Fund Activity

68 hedge funds and large institutions have $55.1M invested in Virtus InfraCap US Preferred Stock ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
22
Reduced
13
Closed
10
Calls
$265K
Puts
–
Net Calls
+$265K
Net Calls Change
+$265K

Top Buyers

1
JFG
1
Jefferies Financial Group
New York
$2.08M
2
AWM
2
Apollon Wealth Management
South Carolina
$1.51M
3
SIS
3
Sound Income Strategies
Florida
$2.66M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$2.43M
5
SIC
5
Samalin Investment Counsel
New York
$683K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$7.38M
2
LPL Financial
2
LPL Financial
California
$6.41M
3
PWM
3
Peterson Wealth Management
Nevada
$4.32M
4
CT
4
Coastline Trust
Rhode Island
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ICA
1
Infrastructure Capital Advisors
New York
$10.8M 596,482 -700 -0.1%
Osaic Holdings
2
Osaic Holdings
Arizona
$7.38M 407,040 -160,949 -28%
LPL Financial
3
LPL Financial
California
$6.41M 353,221 -91,205 -21%
PWM
4
Peterson Wealth Management
Nevada
$4.32M 238,072 -69,709 -23%
SIS
5
Sound Income Strategies
Florida
$2.66M 146,578 +49,709 +51%
USCWA
6
U.S. Capital Wealth Advisors
Texas
$2.43M 134,215 +42,455 +46%
JFG
7
Jefferies Financial Group
New York
$2.08M 114,654 +114,654 New
EH
8
Equitable Holdings
New York
$1.95M 107,605 +14,990 +16%
NA
9
NewEdge Advisors
Louisiana
$1.76M 110,046 +22,385 +26%
MML Investors Services
10
MML Investors Services
Massachusetts
$1.51M 83,174 +12,206 +17%
AWM
11
Apollon Wealth Management
South Carolina
$1.51M 83,018 +83,018 New
SSWM
12
Sheets Smith Wealth Management
North Carolina
$1.33M 73,518 -4,924 -6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.07M 59,169 +29,213 +98%
CC
14
Claybrook Capital
Massachusetts
$832K 45,880 – –
BRWA
15
B. Riley Wealth Advisors
Florida
$763K 42,063 -13,269 -24%
DC
16
Davenport & Co
Virginia
$720K 39,685 -5,816 -13%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$701K 38,645 -6,803 -15%
SIC
18
Samalin Investment Counsel
New York
$683K 37,651 +37,651 New
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$570K 31,424 +1,308 +4%
ASN
20
Advisory Services Network
Georgia
$551K 30,382 -946 -3%
PCM
21
Prelude Capital Management
New York
$499K 27,500 +4,500 +20%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$409K 22,535 +7,467 +50%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$354K 19,502 +5,481 +39%
TWM
24
Tradition Wealth Management
Minnesota
$318K 17,530 +1,780 +11%
LSA
25
Lion Street Advisors
Texas
$308K 12,256 +12,256 New
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