Virtus InfraCap US Preferred Stock ETF
PFFA
107 hedge funds and large institutions have $153M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 16 reducing their positions, and 8 closing their positions.
238% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 16
165% more capital inflows, than outflows
Capital inflows: $33.9M | Capital outflows: $12.8M
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
8% more funds holding
Funds holding: 99 → 107 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.84% less ownership
Funds ownership: 17.51% → 16.67% (-0.84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.75M |
| 3 |
Steward Partners Investment Advisory
New York
|
+$3.24M |
| 4 |
Smith, Moore & Co
Clayton,
Missouri
|
+$1.61M |
| 5 |
Belpointe Asset Management
Reno,
Nevada
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Synergy Asset Management
Vancouver,
Washington
|
-$9.7M |
| 2 |
Peterson Wealth Management
Sparks,
Nevada
|
-$734K |
| 3 |
Arete Wealth Advisors
Chicago,
Illinois
|
-$483K |
| 4 |
AE Wealth Management
Topeka,
Kansas
|
-$419K |
| 5 |
Jefferies Financial Group
New York
|
-$247K |
PFFA Hedge Fund Activity: Q1 2024 in Review
107 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q1 2024, worth a combined $153M — up 17% from $131M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PFFA positions and 8 closed out — a net gain of 8 holders — while 54 added to existing stakes and 16 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $9.8M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $9.7M sold.
- 107 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q1 2024, up from 99 in Q4 2023.
- Funds reported $153M of Virtus InfraCap US Preferred Stock ETF stock for Q1 2024, up 17% quarter-over-quarter.
- 16 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q1 2024 and 8 closed out, a net change of +8 holders.
- The largest Virtus InfraCap US Preferred Stock ETF buyer in Q1 2024 was Royal Bank of Canada, an estimated $9.8M added.
- The largest Virtus InfraCap US Preferred Stock ETF seller in Q1 2024 was Synergy Asset Management, an estimated $9.7M sold.
Based on aggregated 13F filings for Q1 2024.