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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, 53 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 17

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

17% more capital invested

Capital invested by funds: $131M → $153M (+$22.4M)

8% more funds holding

Funds holding: 99 → 107 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.85% less ownership

Funds ownership: 17.52% → 16.67% (-0.85%)

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
53
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.76M
2
LPL Financial
LPL Financial
California
+$3.75M
3
SPIA
Steward Partners Investment Advisory
New York
+$3.24M
4
SMC
Smith, Moore & Co
Missouri
+$1.61M
5
BAM
Belpointe Asset Management
Nevada
+$1.2M

Top Sellers

1
SAM
Synergy Asset Management
Washington
-$9.73M
2
PWM
Peterson Wealth Management
Nevada
-$734K
3
AWA
Arete Wealth Advisors
Illinois
-$483K
4
AWM
AE Wealth Management
Kansas
-$419K
5
JFG
Jefferies Financial Group
New York
-$247K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$26.5M +$3.75M +179,813 +17%
Osaic Holdings
2
Osaic Holdings
Arizona
$15.6M +$1.11M +53,143 +8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.1M +$9.76M +467,578 +228%
ICA
4
Infrastructure Capital Advisors
New York
$9.91M – – –
MML Investors Services
5
MML Investors Services
Massachusetts
$6.59M +$486K +23,301 +8%
BSG
6
Black Swift Group
Colorado
$6M +$1.08M +51,620 +22%
JFG
7
Jefferies Financial Group
New York
$5.18M -$247K -11,831 -5%
SIS
8
Sound Income Strategies
Florida
$4.49M +$435K +20,844 +11%
SPIA
9
Steward Partners Investment Advisory
New York
$4.29M +$3.24M +155,111 +313%
EH
10
Equitable Holdings
New York
$3.82M +$355K +16,992 +10%
SAM
11
Secure Asset Management
Michigan
$3.66M +$542K +25,955 +17%
FIA
12
Foundations Investment Advisors
Arizona
$3.63M +$147K +7,061 +4%
IFG
13
Independent Financial Group
California
$3.02M +$10.4K +500 +0.3%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$2.75M +$16.1K +770 +0.6%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.5M +$1.03M +49,285 +71%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.26M +$799K +38,287 +55%
Lido Advisors
17
Lido Advisors
California
$1.95M +$443K +21,200 +29%
SSWM
18
Sheets Smith Wealth Management
North Carolina
$1.95M +$46K +2,205 +2%
RA
19
RFG Advisory
Alabama
$1.91M +$492K +23,590 +35%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.88M +$145K +6,954 +8%
CFGS
21
Concourse Financial Group Securities
Alabama
$1.67M +$160K +7,655 +11%
SMC
22
Smith, Moore & Co
Missouri
$1.61M +$1.61M +76,964 New
AWM
23
Apollon Wealth Management
South Carolina
$1.57M -$40.2K -1,927 -3%
CAL
24
Capital Analysts LLC
Pennsylvania
$1.56M -$36.5K -1,749 -2%
SIC
25
Samalin Investment Counsel
New York
$1.55M +$54.4K +2,604 +4%
1
2 3 4 5

PFFA Hedge Fund Activity: Q1 2024 in Review

107 of the 6,942 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 53 added to existing stakes and 17 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $9.76M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $9.73M 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 $9.76M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q1 2024 was Synergy Asset Management, an estimated $9.73M sold.

Based on aggregated 13F filings for Q1 2024.