InfraCap REIT Preferred ETF
PFFR
16 hedge funds and large institutions have $3.46M invested in InfraCap REIT Preferred ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
60% more funds holding
Funds holding: 10 → 16 (+6)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
6.92% less ownership
Funds ownership: 22.2% → 15.28% (-6.9%)
32% less capital invested
Capital invested by funds: $5.05M → $3.46M (-$1.59M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
AJ Wealth Strategies
New York
|
+$298K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$189K |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$15.2K |
| 4 |
LPL Financial
San Diego,
California
|
+$10.2K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$6.31K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICA
Infrastructure Capital Advisors
New York
|
-$2.09M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ICA
1
Infrastructure Capital Advisors
New York
| $1.8M | -$2.09M | -82,784 | -54% |
|
|
2
LPL Financial
San Diego,
California
| $347K | +$10.2K | +405 | +3% |
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $332K | – | – | – |
|
|
AWS
4
AJ Wealth Strategies
New York
| $297K | +$298K | +11,800 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $270K | +$189K | +7,494 | +230% |
|
|
VWA
6
V Wealth Advisors
Overland Park,
Kansas
| $248K | – | – | – |
|
|
APA
7
American Portfolios Advisors
Holbrook,
New York
| $91K | – | – | – |
|
8
Morgan Stanley
New York
| $18K | – | – | – |
|
|
AWM
9
Avior Wealth Management
Omaha,
Nebraska
| $15K | +$15.2K | +600 | New |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $13K | -$10.1K | -400 | -44% |
|
11
Citigroup
New York
| $13K | – | – | – |
|
|
ASN
12
Advisory Services Network
Atlanta,
Georgia
| $6K | +$6.31K | +250 | New |
|
|
RAM
13
Riggs Asset Management
Dallas,
Pennsylvania
| $6K | +$6.31K | +250 | New |
|
|
AIS
14
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $2K | +$1.92K | +76 | New |
|
15
Fidelity Investments
Boston,
Massachusetts
| – | +$25 | +1 | New |
|
PFFR Hedge Fund Activity: Q4 2019 in Review
16 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in InfraCap REIT Preferred ETF (PFFR) for Q4 2019, worth a combined $3.46M — down 32% from $5.05M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PFFR positions and 0 closed out — a net gain of 6 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was AJ Wealth Strategies, opening a new position worth an estimated $298K. The largest seller was Infrastructure Capital Advisors, cutting an estimated $2.09M.
- 16 institutional investors held InfraCap REIT Preferred ETF (PFFR) as of Q4 2019, up from 10 in Q3 2019.
- Funds reported $3.46M of InfraCap REIT Preferred ETF stock for Q4 2019, down 32% quarter-over-quarter.
- 6 funds opened new InfraCap REIT Preferred ETF positions in Q4 2019 and 0 closed out, a net change of +6 holders.
- The largest InfraCap REIT Preferred ETF buyer in Q4 2019 was AJ Wealth Strategies, an estimated $298K added.
- The largest InfraCap REIT Preferred ETF seller in Q4 2019 was Infrastructure Capital Advisors, an estimated $2.09M sold.
Based on aggregated 13F filings for Q4 2019.