PFFA icon

Virtus InfraCap US Preferred Stock ETF
PFFA

Overview Fund Activity

105 hedge funds and large institutions have $150M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
105
Holders Change
+8
Holders Change %
+8.25%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
51
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$14.1M
2
LPL Financial
2
LPL Financial
California
$26.5M
3
SPIA
3
Steward Partners Investment Advisory
New York
$4.29M
4
SMC
4
Smith, Moore & Co
Missouri
$1.61M
5
BAM
5
Belpointe Asset Management
Nevada
$1.21M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
PWM
2
Peterson Wealth Management
Nevada
$0
3
AWA
3
Arete Wealth Advisors
Illinois
$979K
4
AWM
4
AE Wealth Management
Kansas
$0
5
JFG
5
Jefferies Financial Group
New York
$5.18M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$26.5M 1,266,748 +179,813 +17%
Osaic Holdings
2
Osaic Holdings
Arizona
$15.6M 743,196 +53,143 +8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.1M 672,326 +467,578 +228%
ICA
4
Infrastructure Capital Advisors
New York
$9.91M 473,039 – –
MML Investors Services
5
MML Investors Services
Massachusetts
$6.59M 314,546 +23,301 +8%
BSG
6
Black Swift Group
Colorado
$6M 286,270 +51,620 +22%
JFG
7
Jefferies Financial Group
New York
$5.18M 247,410 -11,831 -5%
SIS
8
Sound Income Strategies
Florida
$4.49M 214,557 +20,844 +11%
SPIA
9
Steward Partners Investment Advisory
New York
$4.29M 204,607 +155,111 +313%
EH
10
Equitable Holdings
New York
$3.82M 182,143 +16,992 +10%
SAM
11
Secure Asset Management
Michigan
$3.66M 174,617 +25,955 +17%
FIA
12
Foundations Investment Advisors
Arizona
$3.63M 173,181 +7,061 +4%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$2.75M 131,410 +770 +0.6%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.5M 119,101 +49,285 +71%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.26M 108,043 +38,287 +55%
Lido Advisors
16
Lido Advisors
California
$1.95M 93,315 +21,200 +29%
SSWM
17
Sheets Smith Wealth Management
North Carolina
$1.95M 92,867 +2,205 +2%
RA
18
RFG Advisory
Alabama
$1.91M 90,981 +23,590 +35%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.88M 89,538 +6,954 +8%
CFGS
20
Concourse Financial Group Securities
Alabama
$1.67M 79,587 +7,655 +11%
SMC
21
Smith, Moore & Co
Missouri
$1.61M 76,964 +76,964 New
AWM
22
Apollon Wealth Management
South Carolina
$1.57M 74,814 -1,927 -3%
CAL
23
Capital Analysts LLC
Pennsylvania
$1.56M 74,498 -1,749 -2%
SIC
24
Samalin Investment Counsel
New York
$1.55M 73,841 +2,604 +4%
Stifel Financial
25
Stifel Financial
Missouri
$1.32M 63,169 +27,510 +77%
1
2 3 4 5