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Virtus InfraCap US Preferred Stock ETF
PFFA

Overview Fund Activity

72 hedge funds and large institutions have $104M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
39
Reduced
9
Closed
6
Calls
$381K
Puts
–
Net Calls
+$381K
Net Calls Change
+$381K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$26M
2
ICA
2
Infrastructure Capital Advisors
New York
$9.15M
3
LPL Financial
3
LPL Financial
California
$15.3M
4
BSG
4
Black Swift Group
Colorado
$2.24M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.03M

Top Sellers

1
PWM
1
Peterson Wealth Management
Nevada
$2.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Mariner
3
Mariner
Kansas
$0
4
DC
4
Davenport & Co
Virginia
$483K
5
EFMC
5
Empire Financial Management Company
New York
$1M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$26M 1,344,911 +665,768 +98%
LPL Financial
2
LPL Financial
California
$15.3M 792,615 +294,929 +59%
ICA
3
Infrastructure Capital Advisors
New York
$9.15M 473,039 +331,440 +234%
MML Investors Services
4
MML Investors Services
Massachusetts
$4.97M 256,768 +77,073 +43%
JFG
5
Jefferies Financial Group
New York
$4.39M 226,858 +4,851 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.03M 208,324 +78,579 +61%
SIS
7
Sound Income Strategies
Florida
$3.52M 182,249 +11,277 +7%
FIA
8
Foundations Investment Advisors
Arizona
$2.88M 148,717 +20,284 +16%
NA
9
NewEdge Advisors
Louisiana
$2.72M 140,889 +1,360 +1%
USCWA
10
U.S. Capital Wealth Advisors
Texas
$2.68M 138,770 +250 +0.2%
PWM
11
Peterson Wealth Management
Nevada
$2.6M 134,197 -19,167 -12%
EH
12
Equitable Holdings
New York
$2.52M 130,430 +437 +0.3%
BSG
13
Black Swift Group
Colorado
$2.24M 116,080 +116,080 New
SSWM
14
Sheets Smith Wealth Management
North Carolina
$1.66M 85,775 +6,156 +8%
AWM
15
Apollon Wealth Management
South Carolina
$1.6M 82,937 -1,155 -1%
CC
16
Claybrook Capital
Massachusetts
$1.39M 72,115 – –
SIC
17
Samalin Investment Counsel
New York
$1.23M 63,428 +8,659 +16%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.22M 62,925 +5,925 +10%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.19M 61,340 +16,578 +37%
RSWM
20
Robertson Stephens Wealth Management
California
$1.1M 56,778 -1,476 -3%
EFMC
21
Empire Financial Management Company
New York
$1M 51,742 -7,389 -12%
CFGS
22
Concourse Financial Group Securities
Alabama
$987K 51,037 +23,085 +83%
AWA
23
Arete Wealth Advisors
Illinois
$978K 50,564 +6,910 +16%
RA
24
RFG Advisory
Alabama
$973K 50,317 +35,601 +242%
BRWA
25
B. Riley Wealth Advisors
Florida
$896K 46,347 +3,444 +8%
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