Virtus InfraCap US Preferred Stock ETF
PFFA
69 hedge funds and large institutions have $74.6M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 5 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 15
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
1% more capital invested
Capital invested by funds: $74.1M → $74.6M (+$449K)
1.03% less ownership
Funds ownership: 13.98% → 12.95% (-1%)
3% less funds holding
Funds holding: 71 → 69 (-2)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.41M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.53M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.02M |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$821K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$800K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICA
Infrastructure Capital Advisors
New York
|
-$7.47M |
| 2 |
PWM
Peterson Wealth Management
Sparks,
Nevada
|
-$504K |
| 3 |
ASFA
All Season Financial Advisors
Denver,
Colorado
|
-$352K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$337K |
| 5 |
JFG
Jefferies Financial Group
New York
|
-$282K |
PFFA Hedge Fund Activity: Q2 2023 in Review
69 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q2 2023, worth a combined $74.6M — up 0.61% from $74.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PFFA positions and 5 closed out — a net gain of 1 holder — while 33 added to existing stakes and 15 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $2.41M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $7.47M.
- 69 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q2 2023, down from 71 in Q1 2023.
- Funds reported $74.6M of Virtus InfraCap US Preferred Stock ETF stock for Q2 2023, up 0.61% quarter-over-quarter.
- 6 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q2 2023 and 5 closed out, a net change of +1 holder.
- The largest Virtus InfraCap US Preferred Stock ETF buyer in Q2 2023 was Foundations Investment Advisors, an estimated $2.41M added.
- The largest Virtus InfraCap US Preferred Stock ETF seller in Q2 2023 was Infrastructure Capital Advisors, an estimated $7.47M sold.
Based on aggregated 13F filings for Q2 2023.