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Virtus InfraCap US Preferred Stock ETF
PFFA

143 hedge funds and large institutions have $220M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

129% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 28

30% more capital invested

Capital invested by funds: $169M → $220M (+$51.1M)

22% more funds holding

Funds holding: 117 → 143 (+26)

0.3% less ownership

Funds ownership: 17% → 16.71% (-0.3%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
143
Holders Change
+26
Holders Change %
+22.22%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
34
Increased
64
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$5.91M
2
SAM
Synergy Asset Management
Washington
+$3.83M
3
Jane Street
Jane Street
New York
+$3.26M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.39M
5
IA
Inspire Advisors
Idaho
+$2M

Top Sellers

1
ICA
Infrastructure Capital Advisors
New York
-$3.4M
2
AWA
Arete Wealth Advisors
Illinois
-$472K
3
AWM
Apollon Wealth Management
South Carolina
-$322K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$253K
5
BAM
Belpointe Asset Management
Nevada
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$40M +$5.91M +270,997 +18%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18.4M +$2.39M +109,746 +16%
Osaic Holdings
3
Osaic Holdings
Arizona
$14.5M +$1.7M +77,973 +14%
MML Investors Services
4
MML Investors Services
Massachusetts
$10.2M +$1.97M +90,424 +26%
ICA
5
Infrastructure Capital Advisors
New York
$7.24M -$3.4M -155,879 -33%
SPIA
6
Steward Partners Investment Advisory
New York
$6.98M +$1.38M +63,301 +26%
BSG
7
Black Swift Group
Colorado
$6.87M -$13.1K -600 -0.2%
JFG
8
Jefferies Financial Group
New York
$6.81M -$15.5K -712 -0.2%
SAM
9
Secure Asset Management
Michigan
$6.7M +$414K +19,005 +7%
SIS
10
Sound Income Strategies
Florida
$5.41M +$184K +8,438 +4%
OPAM
11
Ocean Park Asset Management
California
$4.95M +$120K +5,490 +3%
FIA
12
Foundations Investment Advisors
Arizona
$4.88M +$474K +21,729 +11%
EH
13
Equitable Holdings
New York
$4.8M +$472K +21,658 +11%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$4.06M +$76.5K +3,508 +2%
SAM
15
Synergy Asset Management
Washington
$4.01M +$3.83M +175,534 New
Stifel Financial
16
Stifel Financial
Missouri
$3.51M +$1.34M +61,264 +66%
Jane Street
17
Jane Street
New York
$3.41M +$3.26M +149,463 New
IFG
18
Independent Financial Group
California
$3.3M +$13.1K +600 +0.4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.92M +$312K +14,315 +13%
Lido Advisors
20
Lido Advisors
California
$2.54M +$181K +8,298 +8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.31M +$283K +12,955 +15%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.22M +$1.26M +57,873 +146%
SMC
23
Smith, Moore & Co
Missouri
$2.13M +$89.8K +4,117 +5%
IA
24
Inspire Advisors
Idaho
$2.09M +$2M +91,680 New
SSWM
25
Sheets Smith Wealth Management
North Carolina
$2.02M -$53.1K -2,434 -3%
1
2 3 4 5

PFFA Hedge Fund Activity: Q3 2024 in Review

143 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q3 2024, worth a combined $220M — up 30% from $169M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PFFA positions and 8 closed out — a net gain of 26 holders — while 64 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.91M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $3.4M.

  • 143 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q3 2024, up from 117 in Q2 2024.
  • Funds reported $220M of Virtus InfraCap US Preferred Stock ETF stock for Q3 2024, up 30% quarter-over-quarter.
  • 34 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q3 2024 and 8 closed out, a net change of +26 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q3 2024 was LPL Financial, an estimated $5.91M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q3 2024 was Infrastructure Capital Advisors, an estimated $3.4M sold.

Based on aggregated 13F filings for Q3 2024.