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Virtus InfraCap US Preferred Stock ETF
PFFA

152 hedge funds and large institutions have $267M invested in Virtus InfraCap US Preferred Stock ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 28 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $524K

150% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 28

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

0% less capital invested

Capital invested by funds: $268M → $267M (-$1.11M)

0.88% less ownership

Funds ownership: 19.09% → 18.21% (-0.88%)

3% less funds holding

Funds holding: 157 → 152 (-5)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
70
Reduced
28
Closed
26
Calls
$1.31M
Puts
$524K
Net Calls
+$787K
Net Calls Change
+$513K

Top Buyers

1
LPL Financial
LPL Financial
California
+$11.8M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.51M
3
AI
AXS Investments
New York
+$3.15M
4
GS
GWN Securities
Florida
+$2.55M
5
AF
Advisornet Financial
Minnesota
+$2.51M

Top Sellers

1
RSWM
Robertson Stephens Wealth Management
California
-$9.53M
2
SAM
Synergy Asset Management
Washington
-$4.01M
3
Stifel Financial
Stifel Financial
Missouri
-$3.81M
4
SAM
Secure Asset Management
Michigan
-$3.69M
5
IA
Inspire Advisors
Idaho
-$3.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$54.1M +$11.8M +539,484 +27%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$19.4M +$830K +37,854 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$14.5M +$1.85M +84,224 +14%
MML Investors Services
4
MML Investors Services
Massachusetts
$13.5M +$746K +34,009 +6%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$10.7M +$5.51M +251,049 +100%
SPIA
6
Steward Partners Investment Advisory
New York
$7.74M +$595K +27,124 +8%
ICA
7
Infrastructure Capital Advisors
New York
$7.32M -$10.3K -471 -0.1%
AFS
8
Anderson Financial Strategies
Ohio
$6.57M -$423K -19,271 -6%
EH
9
Equitable Holdings
New York
$6.05M +$496K +22,631 +9%
FIA
10
Foundations Investment Advisors
Arizona
$5.71M +$140K +6,385 +2%
SIS
11
Sound Income Strategies
Florida
$5.18M +$34K +1,552 +0.6%
JFG
12
Jefferies Financial Group
New York
$4.91M – – –
PIWA
13
Prevail Innovative Wealth Advisors
Kansas
$4.69M +$231K +10,542 +5%
Stifel Financial
14
Stifel Financial
Missouri
$4.61M -$3.81M -173,609 -44%
Raymond James Financial
15
Raymond James Financial
Florida
$3.89M +$798K +36,356 +25%
SAM
16
Secure Asset Management
Michigan
$3.89M -$3.69M -168,218 -48%
BSG
17
Black Swift Group
Colorado
$3.85M -$2.16M -98,270 -35%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.46M +$1.42M +64,923 +66%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$3.25M -$556K -25,330 -14%
IFG
20
Independent Financial Group
California
$3.17M +$149K +6,783 +5%
AI
21
AXS Investments
New York
$3.04M +$3.15M +143,554 New
ASN
22
Advisory Services Network
Georgia
$2.92M -$65K -2,964 -2%
Lido Advisors
23
Lido Advisors
California
$2.8M +$70.8K +3,227 +3%
GS
24
GWN Securities
Florida
$2.77M +$2.55M +116,140 +650%
FFWM
25
Future Financial Wealth Management
Ohio
$2.64M +$2.17M +98,718 +384%
1
2 3 4 5

PFFA Hedge Fund Activity: Q1 2025 in Review

152 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q1 2025, worth a combined $267M — down 0.41% from $268M a quarter earlier.

Fund positioning in PFFA was balanced in Q1 2025: 26 funds opened new positions, 26 closed out, 70 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $11.8M. The largest seller was Robertson Stephens Wealth Management, cutting an estimated $9.53M.

  • 152 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q1 2025, down from 157 in Q4 2024.
  • Funds reported $267M of Virtus InfraCap US Preferred Stock ETF stock for Q1 2025, down 0.41% quarter-over-quarter.
  • 26 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q1 2025 and 26 closed out, a net change of 0 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q1 2025 was LPL Financial, an estimated $11.8M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q1 2025 was Robertson Stephens Wealth Management, an estimated $9.53M sold.

Based on aggregated 13F filings for Q1 2025.