We are live on ! Find out more
PFFR icon

InfraCap REIT Preferred ETF
PFFR

20 hedge funds and large institutions have $17M invested in InfraCap REIT Preferred ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

98% more capital invested

Capital invested by funds: $8.56M → $17M (+$8.43M)

37.36% more ownership

Funds ownership: 39.24% → 76.6% (+37%)

11% more funds holding

Funds holding: 18 → 20 (+2)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWM
Peterson Wealth Management
Nevada
+$3.48M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.82M
3
AWS
AJ Wealth Strategies
New York
+$931K
4
LPL Financial
LPL Financial
California
+$660K
5
UBS Group
UBS Group
Switzerland
+$202K

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$14.7K
2
EP
Eudaimonia Partners
Tennessee
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4M +$2.82M +115,488 +247%
UBS Group
2
UBS Group
Switzerland
$3.83M +$202K +8,280 +6%
PWM
3
Peterson Wealth Management
Nevada
$3.52M +$3.48M +142,583 New
LPL Financial
4
LPL Financial
California
$1.73M +$660K +27,022 +63%
AWS
5
AJ Wealth Strategies
New York
$1.72M +$931K +38,144 +120%
SAM
6
Secure Asset Management
Michigan
$596K +$50.4K +2,062 +9%
SPIA
7
Steward Partners Investment Advisory
New York
$564K +$28.7K +1,177 +5%
Mariner
8
Mariner
Kansas
$330K – – –
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$237K -$14.7K -600 -6%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$227K +$10.7K +437 +5%
Morgan Stanley
11
Morgan Stanley
New York
$144K – – –
ASN
12
Advisory Services Network
Georgia
$27K +$26.7K +1,095 New
CFD
13
Creative Financial Designs
Indiana
$25K – – –
COCM
14
Charter Oak Capital Management
New Hampshire
$15K +$15.1K +618 New
AWM
15
Avior Wealth Management
Nebraska
$14K – – –
Citigroup
16
Citigroup
New York
$12K – – –
Osaic Holdings
17
Osaic Holdings
Arizona
$7K +$2.44K +100 +54%
APWA
18
Atlas Private Wealth Advisors
New Jersey
$2K – – –
EP
19
Eudaimonia Partners
Tennessee
– -$4K -163 Closed
Wells Fargo
20
Wells Fargo
California
– +$24 +1 +100%
Fidelity Investments
21
Fidelity Investments
Massachusetts
– +$49 +2 +50%

PFFR Hedge Fund Activity: Q2 2021 in Review

20 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in InfraCap REIT Preferred ETF (PFFR) for Q2 2021, worth a combined $17M — up 98% from $8.56M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PFFR positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 1 trimmed.

The largest buyer was Peterson Wealth Management, opening a new position worth an estimated $3.48M. The largest seller was Janney Montgomery Scott, cutting an estimated $14.7K.

  • 20 institutional investors held InfraCap REIT Preferred ETF (PFFR) as of Q2 2021, up from 18 in Q1 2021.
  • Funds reported $17M of InfraCap REIT Preferred ETF stock for Q2 2021, up 98% quarter-over-quarter.
  • 3 funds opened new InfraCap REIT Preferred ETF positions in Q2 2021 and 1 closed out, a net change of +2 holders.
  • The largest InfraCap REIT Preferred ETF buyer in Q2 2021 was Peterson Wealth Management, an estimated $3.48M added.
  • The largest InfraCap REIT Preferred ETF seller in Q2 2021 was Janney Montgomery Scott, an estimated $14.7K sold.

Based on aggregated 13F filings for Q2 2021.