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Virtus InfraCap US Preferred Stock ETF

151 hedge funds and large institutions have $271M invested in Virtus InfraCap US Preferred Stock ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 73 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $340K

115% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 34

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% more capital invested

Capital invested by funds: $267M → $271M (+$3.68M)

1% less funds holding

Funds holding: 152151 (-1)

0.79% less ownership

Funds ownership: 18.21%17.42% (-0.79%)

Holders
151
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
73
Reduced
34
Closed
15
Calls
$1.11M
Puts
$340K
Net Calls
+$770K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$51.1M -$1.99M -96,974 -4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$19.2M +$119K +5,798 +0.6%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$16M +$5.48M +266,709 +53%
Osaic Holdings
4
Osaic Holdings
Arizona
$15.3M +$1.01M +49,063 +7%
MML Investors Services
5
MML Investors Services
Massachusetts
$13.7M +$439K +21,390 +3%
MW
6
Melia Wealth
Oklahoma
$9.32M +$9.19M +447,265 New
SPIA
7
Steward Partners Investment Advisory
New York
$8.04M +$437K +21,257 +6%
AFS
8
Anderson Financial Strategies
Ohio
$6.66M +$212K +10,313 +3%
EH
9
Equitable Holdings
New York
$6.35M +$402K +19,546 +7%
ICA
10
Infrastructure Capital Advisors
New York
$6.01M -$1.16M -56,470 -16%
Stifel Financial
11
Stifel Financial
Missouri
$5.46M +$915K +44,523 +20%
SIS
12
Sound Income Strategies
Florida
$5.1M +$9.92K +483 +0.2%
FIA
13
Foundations Investment Advisors
Arizona
$5.1M -$500K -24,347 -9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.72M +$1.31M +63,673 +39%
PIWA
15
Prevail Innovative Wealth Advisors
Kansas
$4.69M +$83.1K +4,047 +2%
Raymond James Financial
16
Raymond James Financial
Florida
$4.53M +$693K +33,718 +18%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.13M +$1.7M +82,666 +72%
IFG
18
Independent Financial Group
California
$3.79M +$667K +32,442 +22%
BSG
19
Black Swift Group
Colorado
$3.63M -$147K -7,150 -4%
AF
20
Advisornet Financial
Minnesota
$3.34M +$918K +44,685 +39%
FFWM
21
Future Financial Wealth Management
Ohio
$3.18M +$581K +28,267 +23%
Lido Advisors
22
Lido Advisors
California
$2.79M +$41.7K +2,030 +2%
JFG
23
Jefferies Financial Group
New York
$2.73M -$2.06M -100,345 -43%
KAS
24
Kestra Advisory Services
Texas
$2.72M +$164K +8,003 +7%
GRP
25
Global Retirement Partners
California
$2.48M +$2.44M +118,912 New

PFFA Hedge Fund Activity: Q2 2025 in Review

151 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q2 2025, worth a combined $271M — up 1.4% from $267M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PFFA positions and 15 closed out — a net gain of 1 holder — while 73 added to existing stakes and 34 trimmed.

The largest buyer was Melia Wealth, opening a new position worth an estimated $9.19M. The largest seller was U.S. Capital Wealth Advisors, exiting entirely with an estimated $3.25M sold.

  • 151 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q2 2025, down from 152 in Q1 2025.
  • Funds reported $271M of Virtus InfraCap US Preferred Stock ETF stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 16 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q2 2025 and 15 closed out, a net change of +1 holder.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q2 2025 was Melia Wealth, an estimated $9.19M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q2 2025 was U.S. Capital Wealth Advisors, an estimated $3.25M sold.

Based on aggregated 13F filings for Q2 2025.