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Virtus InfraCap US Preferred Stock ETF
PFFA

Overview Fund Activity

70 hedge funds and large institutions have $71.3M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
36
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.3M
2
JFG
2
Jefferies Financial Group
New York
$4.58M
3
RSWM
3
Robertson Stephens Wealth Management
California
$1.27M
4
LPL Financial
4
LPL Financial
California
$8.05M
5
EFMC
5
Empire Financial Management Company
New York
$1.17M

Top Sellers

1
PWM
1
Peterson Wealth Management
Nevada
$3.48M
2
ICA
2
Infrastructure Capital Advisors
New York
$10.4M
3
PCM
3
Prelude Capital Management
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BWM
5
BlackDiamond Wealth Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$12.3M 636,598 +229,558 +56%
ICA
2
Infrastructure Capital Advisors
New York
$10.4M 539,144 -57,338 -10%
LPL Financial
3
LPL Financial
California
$8.05M 416,479 +63,258 +18%
JFG
4
Jefferies Financial Group
New York
$4.58M 236,995 +122,341 +107%
PWM
5
Peterson Wealth Management
Nevada
$3.48M 180,162 -57,910 -24%
SIS
6
Sound Income Strategies
Florida
$3.04M 157,446 +10,868 +7%
NA
7
NewEdge Advisors
Louisiana
$2.56M 132,422 +22,376 +20%
USCWA
8
U.S. Capital Wealth Advisors
Texas
$2.56M 132,320 -1,895 -1%
MML Investors Services
9
MML Investors Services
Massachusetts
$2.43M 125,585 +42,411 +51%
EH
10
Equitable Holdings
New York
$2.31M 119,587 +11,982 +11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.04M 105,622 +46,453 +79%
AWM
12
Apollon Wealth Management
South Carolina
$1.74M 90,195 +7,177 +9%
SSWM
13
Sheets Smith Wealth Management
North Carolina
$1.53M 79,208 +5,690 +8%
CC
14
Claybrook Capital
Massachusetts
$1.39M 72,115 +26,235 +57%
RSWM
15
Robertson Stephens Wealth Management
California
$1.27M 65,515 +65,515 New
EFMC
16
Empire Financial Management Company
New York
$1.17M 60,582 +60,582 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.04M 53,551 +53,551 New
SIC
18
Samalin Investment Counsel
New York
$828K 42,864 +5,213 +14%
BRWA
19
B. Riley Wealth Advisors
Florida
$814K 42,112 +49 +0.1%
DC
20
Davenport & Co
Virginia
$733K 37,935 -1,750 -4%
ASFA
21
All Season Financial Advisors
Colorado
$728K 37,699 +22,639 +150%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$627K 32,432 +1,008 +3%
ASN
23
Advisory Services Network
Georgia
$594K 30,762 +380 +1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$394K 20,375 +873 +4%
TWM
25
Tradition Wealth Management
Minnesota
$340K 17,573 +43 +0.2%
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