We are live on ! Find out more
PFFA icon

Virtus InfraCap US Preferred Stock ETF

181 hedge funds and large institutions have $389M invested in Virtus InfraCap US Preferred Stock ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 41

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more capital invested

Capital invested by funds: $344M → $389M (+$45.6M)

6% more funds holding

Funds holding: 170181 (+11)

0.39% more ownership

Funds ownership: 18.75%19.14% (+0.39%)

13% less call options, than puts

Call options by funds: $944K | Put options by funds: $1.08M

Holders
181
Holders Change
+11
Holders Change %
+6.47%
% of All Funds
2.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
31
Increased
77
Reduced
41
Closed
18
Calls
$944K
Puts
$1.08M
Net Calls
-$140K
Net Calls Change
-$361K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$77.1M +$3.11M +144,207 +4%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$26.4M +$7.99M +370,196 +43%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$22.1M +$1.5M +69,737 +7%
Osaic Holdings
4
Osaic Holdings
Arizona
$19.3M +$1.73M +80,299 +10%
MW
5
Melia Wealth
Oklahoma
$16.1M +$459K +21,292 +3%
MML Investors Services
6
MML Investors Services
Massachusetts
$15.1M +$391K +18,101 +3%
OPAM
7
Ocean Park Asset Management
California
$10.7M +$3.65M +169,200 +52%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$9.05M +$2.29M +106,281 +34%
SPIA
9
Steward Partners Investment Advisory
New York
$8.78M +$239K +11,092 +3%
EH
10
Equitable Holdings
New York
$7.64M +$508K +23,539 +7%
AFS
11
Anderson Financial Strategies
Ohio
$7.58M +$304K +14,072 +4%
AF
12
Advisornet Financial
Minnesota
$6.37M +$1.73M +80,180 +37%
Raymond James Financial
13
Raymond James Financial
Florida
$6.24M +$1.19M +55,375 +24%
ICA
14
Infrastructure Capital Advisors
New York
$6.23M +$16.2K +750 +0.3%
Stifel Financial
15
Stifel Financial
Missouri
$6.18M +$330K +15,307 +6%
FIA
16
Foundations Investment Advisors
Arizona
$6.12M +$615K +28,499 +11%
PIWA
17
Prevail Innovative Wealth Advisors
Kansas
$5.67M +$2.66M +123,356 +88%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.27M +$717K +33,248 +16%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.82M +$1.95M +90,443 +68%
SIS
20
Sound Income Strategies
Florida
$4.72M -$296K -13,699 -6%
KAS
21
Kestra Advisory Services
Texas
$4.4M +$983K +45,551 +29%
IFG
22
Independent Financial Group
California
$4.17M +$46.5K +2,156 +1%
FFWM
23
Future Financial Wealth Management
Ohio
$4.12M +$439K +20,346 +12%
VVP
24
Venture Visionary Partners
Ohio
$4.03M +$4.04M +187,186 New
BSG
25
Black Swift Group
Colorado
$3.79M +$1.1M +51,065 +41%