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Virtus InfraCap US Preferred Stock ETF
PFFA

Overview Fund Activity

68 hedge funds and large institutions have $72.5M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
32
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$2.52M
2
LPL Financial
2
LPL Financial
California
$9.77M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$3.53M
4
AWA
4
Arete Wealth Advisors
Illinois
$857K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.3M

Top Sellers

1
ICA
1
Infrastructure Capital Advisors
New York
$2.78M
2
PWM
2
Peterson Wealth Management
Nevada
$3.01M
3
ASFA
3
All Season Financial Advisors
Colorado
$372K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
JFG
5
Jefferies Financial Group
New York
$4.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$13.3M 679,143 +42,545 +7%
LPL Financial
2
LPL Financial
California
$9.77M 497,686 +81,207 +19%
JFG
3
Jefferies Financial Group
New York
$4.36M 222,007 -14,988 -6%
MML Investors Services
4
MML Investors Services
Massachusetts
$3.53M 179,695 +54,110 +43%
SIS
5
Sound Income Strategies
Florida
$3.36M 170,972 +13,526 +9%
PWM
6
Peterson Wealth Management
Nevada
$3.01M 153,364 -26,798 -15%
ICA
7
Infrastructure Capital Advisors
New York
$2.78M 141,599 -397,545 -74%
NA
8
NewEdge Advisors
Louisiana
$2.74M 139,529 +7,107 +5%
USCWA
9
U.S. Capital Wealth Advisors
Texas
$2.72M 138,520 +6,200 +5%
EH
10
Equitable Holdings
New York
$2.55M 129,993 +10,406 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.55M 129,745 +24,123 +23%
FIA
12
Foundations Investment Advisors
Arizona
$2.52M 128,433 +128,433 New
AWM
13
Apollon Wealth Management
South Carolina
$1.65M 84,092 -6,103 -7%
SSWM
14
Sheets Smith Wealth Management
North Carolina
$1.56M 79,619 +411 +0.5%
CC
15
Claybrook Capital
Massachusetts
$1.42M 72,115 – –
EFMC
16
Empire Financial Management Company
New York
$1.16M 59,131 -1,451 -2%
RSWM
17
Robertson Stephens Wealth Management
California
$1.14M 58,254 -7,261 -11%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.12M 57,000 +3,449 +6%
SIC
19
Samalin Investment Counsel
New York
$1.08M 54,769 +11,905 +28%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$879K 44,762 +4,421 +11%
AWA
21
Arete Wealth Advisors
Illinois
$857K 43,654 +43,654 New
BRWA
22
B. Riley Wealth Advisors
Florida
$843K 42,903 +791 +2%
DC
23
Davenport & Co
Virginia
$682K 34,750 -3,185 -8%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$637K 32,444 +12 +0%
ASN
25
Advisory Services Network
Georgia
$594K 30,256 -506 -2%
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