InfraCap REIT Preferred ETF
PFFR
26 hedge funds and large institutions have $27.7M invested in InfraCap REIT Preferred ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
21% more capital invested
Capital invested by funds: $23M → $27.7M (+$4.77M)
18% more funds holding
Funds holding: 22 → 26 (+4)
2.87% less ownership
Funds ownership: 30.11% → 27.23% (-2.9%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$1.21M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.14M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$838K |
| 4 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$462K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$374K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.11M |
| 2 |
GS
GTS Securities
New York
|
-$241K |
| 3 |
Jane Street
New York
|
-$220K |
| 4 |
DWM
Diversify Wealth Management
Sandy,
Utah
|
-$68K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$61.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $33 | – | – | – |
|
|
SFC
27
Strategic Financial Concepts
San Antonio,
Texas
| – | -$2.01K | -36,934 | Closed |
|
|
GS
28
GTS Securities
New York
| – | -$241K | -13,179 | Closed |
|
|
29
Jane Street
New York
| – | -$220K | -12,069 | Closed |
|
|
AA
30
Ancora Advisors
Cleveland,
Ohio
| – | -$2.28K | -125 | Closed |
|
PFFR Hedge Fund Activity: Q3 2024 in Review
26 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in InfraCap REIT Preferred ETF (PFFR) for Q3 2024, worth a combined $27.7M — up 21% from $23M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PFFR positions and 4 closed out — a net gain of 4 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Kingswood Wealth Advisors, opening a new position worth an estimated $1.21M. The largest seller was UBS Group, cutting an estimated $1.11M.
- 26 institutional investors held InfraCap REIT Preferred ETF (PFFR) as of Q3 2024, up from 22 in Q2 2024.
- Funds reported $27.7M of InfraCap REIT Preferred ETF stock for Q3 2024, up 21% quarter-over-quarter.
- 8 funds opened new InfraCap REIT Preferred ETF positions in Q3 2024 and 4 closed out, a net change of +4 holders.
- The largest InfraCap REIT Preferred ETF buyer in Q3 2024 was Kingswood Wealth Advisors, an estimated $1.21M added.
- The largest InfraCap REIT Preferred ETF seller in Q3 2024 was UBS Group, an estimated $1.11M sold.
Based on aggregated 13F filings for Q3 2024.