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InfraCap REIT Preferred ETF
PFFR

Overview Fund Activity

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.

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

1
PWM
1
Peterson Wealth Management
Nevada
$3.52M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4M
3
AWS
3
AJ Wealth Strategies
New York
$1.72M
4
LPL Financial
4
LPL Financial
California
$1.73M
5
UBS Group
5
UBS Group
Switzerland
$3.83M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$237K
2
EP
2
Eudaimonia Partners
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4M 162,294 +115,488 +247%
UBS Group
2
UBS Group
Switzerland
$3.83M 155,349 +8,280 +6%
PWM
3
Peterson Wealth Management
Nevada
$3.52M 142,583 +142,583 New
LPL Financial
4
LPL Financial
California
$1.73M 70,040 +27,022 +63%
AWS
5
AJ Wealth Strategies
New York
$1.72M 69,813 +38,144 +120%
SAM
6
Secure Asset Management
Michigan
$596K 24,178 +2,062 +9%
SPIA
7
Steward Partners Investment Advisory
New York
$564K 22,888 +1,177 +5%
Mariner
8
Mariner
Kansas
$330K 13,403 – –
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$237K 9,613 -600 -6%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$227K 9,196 +437 +5%
Morgan Stanley
11
Morgan Stanley
New York
$144K 5,857 – –
ASN
12
Advisory Services Network
Georgia
$27K 1,095 +1,095 New
CFD
13
Creative Financial Designs
Indiana
$25K 1,000 – –
COCM
14
Charter Oak Capital Management
New Hampshire
$15K 618 +618 New
AWM
15
Avior Wealth Management
Nebraska
$14K 600 – –
Citigroup
16
Citigroup
New York
$12K 500 – –
Osaic Holdings
17
Osaic Holdings
Arizona
$7K 285 +100 +54%
APWA
18
Atlas Private Wealth Advisors
New Jersey
$2K 100 – –
EP
19
Eudaimonia Partners
Tennessee
– – -163 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
21
Wells Fargo
California
$0 2 +1 +100%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$0 6 +2 +50%