InfraCap REIT Preferred ETF
PFFR
25 hedge funds and large institutions have $30.7M invested in InfraCap REIT Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
11% more capital invested
Capital invested by funds: $27.7M → $30.7M (+$3M)
2.7% more ownership
Funds ownership: 27.23% → 29.94% (+2.7%)
4% less funds holding
Funds holding: 26 → 25 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.35M |
| 2 |
IA
Inspire Advisors
Meridian,
Idaho
|
+$2.32M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.15M |
| 4 |
Jane Street
New York
|
+$677K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$289K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.84M |
| 2 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$1.27M |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$203K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$202K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$188K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWA
26
Kingswood Wealth Advisors
San Diego,
California
| – | -$1.27M | -64,115 | Closed |
|
|
IAIM
27
International Assets Investment Management
Orlando,
Florida
| – | -$757 | -14,981 | Closed |
|
|
AWA
28
Arete Wealth Advisors
Chicago,
Illinois
| – | -$203K | -10,235 | Closed |
|
|
29
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$202K | -10,182 | Closed |
|
|
NS
30
NBC Securities
Birmingham,
Alabama
| – | -$17K | -898 | Closed |
|
PFFR Hedge Fund Activity: Q4 2024 in Review
25 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in InfraCap REIT Preferred ETF (PFFR) for Q4 2024, worth a combined $30.7M — up 11% from $27.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PFFR positions and 5 closed out — a net gain of 1 holder — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $2.35M. The largest seller was LPL Financial, cutting an estimated $1.84M.
- 25 institutional investors held InfraCap REIT Preferred ETF (PFFR) as of Q4 2024, down from 26 in Q3 2024.
- Funds reported $30.7M of InfraCap REIT Preferred ETF stock for Q4 2024, up 11% quarter-over-quarter.
- 6 funds opened new InfraCap REIT Preferred ETF positions in Q4 2024 and 5 closed out, a net change of +1 holder.
- The largest InfraCap REIT Preferred ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $2.35M added.
- The largest InfraCap REIT Preferred ETF seller in Q4 2024 was LPL Financial, an estimated $1.84M sold.
Based on aggregated 13F filings for Q4 2024.