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Virtus InfraCap US Preferred Stock ETF
PFFA

Overview Fund Activity

115 hedge funds and large institutions have $166M 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, 21 reducing their positions, and 9 closing their positions.

Holders
115
Holders Change
+10
Holders Change %
+9.52%
% of All Funds
1.67%
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
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$31.1M
2
OPAM
2
Ocean Park Asset Management
California
$4.44M
3
SAM
3
Secure Asset Management
Michigan
$5.77M
4
JFG
4
Jefferies Financial Group
New York
$6.29M
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$980K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$11.7M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.1M
3
RA
3
RFG Advisory
Alabama
$626K
4
TWP
4
Tempus Wealth Planning
California
$0
5
GS
5
GTS Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$31.1M 1,479,721 +212,973 +17%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.7M 697,186 +24,860 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.7M 556,401 -186,795 -25%
ICA
4
Infrastructure Capital Advisors
New York
$9.95M 473,039 – –
MML Investors Services
5
MML Investors Services
Massachusetts
$7.46M 354,493 +39,947 +13%
BSG
6
Black Swift Group
Colorado
$6.34M 301,615 +15,345 +5%
JFG
7
Jefferies Financial Group
New York
$6.29M 299,191 +51,781 +21%
SAM
8
Secure Asset Management
Michigan
$5.77M 274,309 +99,692 +57%
SPIA
9
Steward Partners Investment Advisory
New York
$5.1M 242,555 +37,948 +19%
SIS
10
Sound Income Strategies
Florida
$4.8M 228,443 +13,886 +6%
OPAM
11
Ocean Park Asset Management
California
$4.44M 211,299 +211,299 New
FIA
12
Foundations Investment Advisors
Arizona
$4.04M 191,990 +18,809 +11%
EH
13
Equitable Holdings
New York
$3.96M 188,506 +6,363 +3%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$3.67M 174,400 +42,990 +33%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.39M 113,690 +5,647 +5%
Lido Advisors
16
Lido Advisors
California
$2.17M 103,115 +9,800 +11%
Stifel Financial
17
Stifel Financial
Missouri
$1.95M 92,505 +29,336 +46%
SSWM
18
Sheets Smith Wealth Management
North Carolina
$1.91M 90,918 -1,949 -2%
SMC
19
Smith, Moore & Co
Missouri
$1.87M 88,972 +12,008 +16%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.86M 88,297 -1,241 -1%
CAL
21
Capital Analysts LLC
Pennsylvania
$1.85M 88,141 +13,643 +18%
ASN
22
Advisory Services Network
Georgia
$1.76M 83,821 +21,067 +34%
CFGS
23
Concourse Financial Group Securities
Alabama
$1.71M 81,077 +1,490 +2%
SIC
24
Samalin Investment Counsel
New York
$1.63M 77,317 +3,476 +5%
AWM
25
Apollon Wealth Management
South Carolina
$1.52M 72,116 -2,698 -4%
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