PFFA icon

Virtus InfraCap US Preferred Stock ETF
PFFA

Overview Fund Activity

97 hedge funds and large institutions have $128M invested in Virtus InfraCap US Preferred Stock ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
97
Holders Change
+25
Holders Change %
+34.72%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
36
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Synergy Asset Management
Washington
$9.73M
2
LPL Financial
2
LPL Financial
California
$22.5M
3
SAM
3
Secure Asset Management
Michigan
$3.08M
4
BSG
4
Black Swift Group
Colorado
$4.86M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$1.58M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.3M
2
NA
2
NewEdge Advisors
Louisiana
$185K
3
PWM
3
Peterson Wealth Management
Nevada
$734K
4
RSWM
4
Robertson Stephens Wealth Management
California
$0
5
ASN
5
Advisory Services Network
Georgia
$108K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$22.5M 1,086,935 +294,320 +37%
Osaic Holdings
2
Osaic Holdings
Arizona
$14.3M 690,053 -654,858 -49%
ICA
3
Infrastructure Capital Advisors
New York
$9.8M 473,039 – –
SAM
4
Synergy Asset Management
Washington
$9.73M 469,864 +469,864 New
MML Investors Services
5
MML Investors Services
Massachusetts
$6.03M 291,245 +34,477 +13%
JFG
6
Jefferies Financial Group
New York
$5.37M 259,241 +32,383 +14%
BSG
7
Black Swift Group
Colorado
$4.86M 234,650 +118,570 +102%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.24M 204,748 -3,576 -2%
SIS
9
Sound Income Strategies
Florida
$4.01M 193,713 +11,464 +6%
FIA
10
Foundations Investment Advisors
Arizona
$3.5M 166,120 +17,403 +12%
EH
11
Equitable Holdings
New York
$3.42M 165,151 +34,721 +27%
SAM
12
Secure Asset Management
Michigan
$3.08M 148,662 +148,662 New
USCWA
13
U.S. Capital Wealth Advisors
Texas
$2.71M 130,640 -8,130 -6%
SSWM
14
Sheets Smith Wealth Management
North Carolina
$1.88M 90,662 +4,887 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.71M 82,584 +21,244 +35%
AWM
16
Apollon Wealth Management
South Carolina
$1.59M 76,741 -6,196 -7%
CAL
17
Capital Analysts LLC
Pennsylvania
$1.58M 76,247 +76,247 New
Lido Advisors
18
Lido Advisors
California
$1.49M 72,115 +72,115 New
CFGS
19
Concourse Financial Group Securities
Alabama
$1.49M 71,932 +20,895 +41%
SIC
20
Samalin Investment Counsel
New York
$1.48M 71,237 +7,809 +12%
AWA
21
Arete Wealth Advisors
Illinois
$1.45M 70,094 +19,530 +39%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.45M 69,816 +6,891 +11%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.45M 69,756 +69,756 New
RA
24
RFG Advisory
Alabama
$1.4M 67,391 +17,074 +34%
PPW
25
Pasadena Private Wealth
California
$1.38M 66,671 +66,671 New
1
2 3 4 5