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Virtus InfraCap US Preferred Stock ETF
PFFA

117 hedge funds and large institutions have $169M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 22

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $153M → $169M (+$15.8M)

9% more funds holding

Funds holding: 107 → 117 (+10)

0.33% more ownership

Funds ownership: 16.67% → 17% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
54
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.45M
2
OPAM
Ocean Park Asset Management
California
+$4.41M
3
SAM
Secure Asset Management
Michigan
+$2.08M
4
JFG
Jefferies Financial Group
New York
+$1.08M
5
CPRC
Consolidated Portfolio Review Corp
New York
+$974K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.9M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.4M
3
RA
RFG Advisory
Alabama
-$1.28M
4
TWP
Tempus Wealth Planning
California
-$629K
5
GS
GTS Securities
New York
-$406K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$31.1M +$4.45M +212,973 +17%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.7M +$519K +24,860 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.7M -$3.9M -186,795 -25%
ICA
4
Infrastructure Capital Advisors
New York
$9.95M – – –
MML Investors Services
5
MML Investors Services
Massachusetts
$7.46M +$834K +39,947 +13%
BSG
6
Black Swift Group
Colorado
$6.34M +$320K +15,345 +5%
JFG
7
Jefferies Financial Group
New York
$6.29M +$1.08M +51,781 +21%
SAM
8
Secure Asset Management
Michigan
$5.77M +$2.08M +99,692 +57%
SPIA
9
Steward Partners Investment Advisory
New York
$5.1M +$793K +37,948 +19%
SIS
10
Sound Income Strategies
Florida
$4.8M +$290K +13,886 +6%
OPAM
11
Ocean Park Asset Management
California
$4.44M +$4.41M +211,299 New
FIA
12
Foundations Investment Advisors
Arizona
$4.04M +$393K +18,809 +11%
EH
13
Equitable Holdings
New York
$3.96M +$133K +6,363 +3%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$3.67M +$898K +42,990 +33%
IFG
15
Independent Financial Group
California
$3.02M -$5.37K -257 -0.2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.39M +$118K +5,647 +5%
Lido Advisors
17
Lido Advisors
California
$2.17M +$205K +9,800 +11%
Stifel Financial
18
Stifel Financial
Missouri
$1.95M +$613K +29,336 +46%
SSWM
19
Sheets Smith Wealth Management
North Carolina
$1.91M -$40.7K -1,949 -2%
SMC
20
Smith, Moore & Co
Missouri
$1.87M +$251K +12,008 +16%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.86M -$25.9K -1,241 -1%
CAL
22
Capital Analysts LLC
Pennsylvania
$1.85M +$285K +13,643 +18%
ASN
23
Advisory Services Network
Georgia
$1.76M +$440K +21,067 +34%
CFGS
24
Concourse Financial Group Securities
Alabama
$1.71M +$31.1K +1,490 +2%
SIC
25
Samalin Investment Counsel
New York
$1.63M +$72.6K +3,476 +5%
1
2 3 4 5

PFFA Hedge Fund Activity: Q2 2024 in Review

117 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q2 2024, worth a combined $169M — up 10% from $153M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PFFA positions and 9 closed out — a net gain of 12 holders — while 54 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.45M. The largest seller was Osaic Holdings, cutting an estimated $3.9M.

  • 117 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q2 2024, up from 107 in Q1 2024.
  • Funds reported $169M of Virtus InfraCap US Preferred Stock ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 21 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q2 2024 and 9 closed out, a net change of +12 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q2 2024 was LPL Financial, an estimated $4.45M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q2 2024 was Osaic Holdings, an estimated $3.9M sold.

Based on aggregated 13F filings for Q2 2024.