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Virtus InfraCap US Preferred Stock ETF

195 hedge funds and large institutions have $348M invested in Virtus InfraCap US Preferred Stock ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

72% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 50

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more funds holding

Funds holding: 181195 (+14)

6% less call options, than puts

Call options by funds: $823K | Put options by funds: $873K

2.9% less ownership

Funds ownership: 19.14%16.23% (-2.9%)

11% less capital invested

Capital invested by funds: $389M → $348M (-$41.2M)

Holders
195
Holders Change
+14
Holders Change %
+7.73%
% of All Funds
2.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
33
Increased
86
Reduced
50
Closed
16
Calls
$823K
Puts
$873K
Net Calls
-$50K
Net Calls Change
+$90K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$41.2M -$33.4M -1,553,692 -43%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$22.2M -$2.9M -135,019 -11%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.9M -$3.56K -166 -0%
Osaic Holdings
4
Osaic Holdings
Arizona
$20.2M +$2.05M +95,498 +11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.6M +$9.51M +443,079 +106%
MW
6
Melia Wealth
Oklahoma
$15.8M +$617K +28,724 +4%
MML Investors Services
7
MML Investors Services
Massachusetts
$14.3M -$40.2K -1,873 -0.3%
Stifel Financial
8
Stifel Financial
Missouri
$9.25M +$3.6M +167,753 +59%
SPIA
9
Steward Partners Investment Advisory
New York
$9.22M +$975K +45,413 +11%
EH
10
Equitable Holdings
New York
$8.35M +$715K +33,280 +9%
AFS
11
Anderson Financial Strategies
Ohio
$8.16M +$542K +25,230 +7%
Raymond James Financial
12
Raymond James Financial
Florida
$6.9M +$1.07M +49,674 +17%
AF
13
Advisornet Financial
Minnesota
$6.21M +$196K +9,144 +3%
ICA
14
Infrastructure Capital Advisors
New York
$5.89M
FIA
15
Foundations Investment Advisors
Arizona
$5.09M -$733K -34,113 -12%
VVP
16
Venture Visionary Partners
Ohio
$5.03M +$1.29M +60,104 +32%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$4.87M +$336K +15,628 +7%
KAS
18
Kestra Advisory Services
Texas
$4.35M +$200K +9,296 +5%
SIS
19
Sound Income Strategies
Florida
$4.2M -$240K -11,198 -5%
FFWM
20
Future Financial Wealth Management
Ohio
$4.1M -$29.5K -1,373 -0.7%
IFG
21
Independent Financial Group
California
$3.78M -$172K -8,013 -4%
DC
22
Davenport & Co
Virginia
$3.57M +$1.77M +82,314 +89%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.55M -$1.51M -70,274 -29%
Lido Advisors
24
Lido Advisors
California
$3.44M +$500K +23,305 +16%
BSG
25
Black Swift Group
Colorado
$3.43M -$155K -7,200 -4%