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Virtus InfraCap US Preferred Stock ETF
PFFA

157 hedge funds and large institutions have $268M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 26

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

90% more call options, than puts

Call options by funds: $578K | Put options by funds: $304K

22% more capital invested

Capital invested by funds: $220M → $268M (+$48.1M)

10% more funds holding

Funds holding: 143 → 157 (+14)

2.39% more ownership

Funds ownership: 16.71% → 19.09% (+2.4%)

Holders
157
Holders Change
+14
Holders Change %
+9.79%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
72
Reduced
26
Closed
17
Calls
$578K
Puts
$304K
Net Calls
+$274K
Net Calls Change
+$274K

Top Buyers

1
RSWM
Robertson Stephens Wealth Management
California
+$10M
2
LPL Financial
LPL Financial
California
+$5.85M
3
Stifel Financial
Stifel Financial
Missouri
+$5.37M
4
MML Investors Services
MML Investors Services
Massachusetts
+$3.58M
5
GRP
Global Retirement Partners
California
+$3.28M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$4.95M
2
Jane Street
Jane Street
New York
-$3.14M
3
JFG
Jefferies Financial Group
New York
-$1.51M
4
SA
SFI Advisors
New Jersey
-$790K
5
Osaic Holdings
Osaic Holdings
Arizona
-$758K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$44M +$5.85M +258,904 +15%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$19.2M +$1.56M +68,974 +9%
MML Investors Services
3
MML Investors Services
Massachusetts
$13.2M +$3.58M +158,481 +36%
Osaic Holdings
4
Osaic Holdings
Arizona
$13.2M -$758K -33,517 -5%
RSWM
5
Robertson Stephens Wealth Management
California
$9.73M +$10M +444,073 New
Stifel Financial
6
Stifel Financial
Missouri
$8.57M +$5.37M +237,422 +154%
SAM
7
Secure Asset Management
Michigan
$7.7M +$1.31M +58,076 +20%
ICA
8
Infrastructure Capital Advisors
New York
$7.56M +$639K +28,252 +9%
SPIA
9
Steward Partners Investment Advisory
New York
$7.4M +$720K +31,857 +10%
AFS
10
Anderson Financial Strategies
Ohio
$7.2M +$7.44M +328,838 New
BSG
11
Black Swift Group
Colorado
$6.12M -$483K -21,355 -7%
EH
12
Equitable Holdings
New York
$5.76M +$1.19M +52,663 +25%
FIA
13
Foundations Investment Advisors
Arizona
$5.75M +$1.11M +48,921 +23%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.5M +$2.78M +123,125 +96%
SIS
15
Sound Income Strategies
Florida
$5.32M +$136K +6,016 +3%
JFG
16
Jefferies Financial Group
New York
$5.07M -$1.51M -66,894 -22%
PIWA
17
Prevail Innovative Wealth Advisors
Kansas
$4.61M +$3.23M +142,812 +211%
SAM
18
Synergy Asset Management
Washington
$4.01M – – –
GRP
19
Global Retirement Partners
California
$3.92M +$3.28M +144,918 +427%
USCWA
20
U.S. Capital Wealth Advisors
Texas
$3.91M +$10.4K +460 +0.3%
Raymond James Financial
21
Raymond James Financial
Florida
$3.22M +$3.33M +147,228 New
IFG
22
Independent Financial Group
California
$3.13M -$35.1K -1,550 -1%
ASN
23
Advisory Services Network
Georgia
$3.08M +$1.29M +56,856 +68%
IA
24
Inspire Advisors
Idaho
$3.07M +$1.1M +48,460 +53%
Lido Advisors
25
Lido Advisors
California
$2.82M +$391K +17,305 +16%
1
2 3 4 5

PFFA Hedge Fund Activity: Q4 2024 in Review

157 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q4 2024, worth a combined $268M — up 22% from $220M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PFFA positions and 17 closed out — a net gain of 19 holders — while 72 added to existing stakes and 26 trimmed.

The largest buyer was Robertson Stephens Wealth Management, opening a new position worth an estimated $10M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $4.95M sold.

  • 157 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q4 2024, up from 143 in Q3 2024.
  • Funds reported $268M of Virtus InfraCap US Preferred Stock ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 36 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q4 2024 and 17 closed out, a net change of +19 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q4 2024 was Robertson Stephens Wealth Management, an estimated $10M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q4 2024 was Ocean Park Asset Management, an estimated $4.95M sold.

Based on aggregated 13F filings for Q4 2024.