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InfraCap REIT Preferred ETF
PFFR

Overview Fund Activity

14 hedge funds and large institutions have $19.5M invested in InfraCap REIT Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 9 closing their positions.

Holders
14
Holders Change
-6
Holders Change %
-30%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
2
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FW
1
FirstPurpose Wealth
Utah
$2.36M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.09M
3
PWM
3
Peterson Wealth Management
Nevada
$4.41M
4
WI
4
WBI Investments
New Jersey
$206K
5
LPL Financial
5
LPL Financial
California
$550K

Top Sellers

1
SAM
1
Secure Asset Management
Michigan
$0
2
SPIA
2
Steward Partners Investment Advisory
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$3.66M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
1
Peterson Wealth Management
Nevada
$4.41M 185,913 +35,685 +24%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.32M 182,322 +1,511 +0.8%
UBS Group
3
UBS Group
Switzerland
$3.66M 154,547 -18,785 -11%
FW
4
FirstPurpose Wealth
Utah
$2.36M 99,471 +99,471 New
AWS
5
AJ Wealth Strategies
New York
$1.8M 75,750 +396 +0.5%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.09M 46,081 +42,876 +1,338%
OMC
7
Old Mission Capital
Illinois
$622K 26,270 -8,715 -25%
LPL Financial
8
LPL Financial
California
$550K 23,223 +5,437 +31%
Mariner
9
Mariner
Kansas
$327K 13,801 +398 +3%
WI
10
WBI Investments
New Jersey
$206K 8,700 +8,700 New
Morgan Stanley
11
Morgan Stanley
New York
$155K 6,523 +666 +11%
COCM
12
Charter Oak Capital Management
New Hampshire
$15K 618 – –
SAM
13
Strategic Asset Management
Minnesota
$5K 200 – –
RPCONE
14
Retirement Planning Company of New England
Rhode Island
$2K 98 +98 New
SAM
15
Secure Asset Management
Michigan
– – -26,089 Closed
SPIA
16
Steward Partners Investment Advisory
New York
– – -22,788 Closed
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
– – -9,613 Closed
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
– – -9,149 Closed
CFD
19
Creative Financial Designs
Indiana
– – -1,000 Closed
AWM
20
Avior Wealth Management
Nebraska
– – -600 Closed
APA
21
American Portfolios Advisors
New York
– – -350 Closed
APWA
22
Atlas Private Wealth Advisors
New Jersey
– – -100 Closed
Wells Fargo
23
Wells Fargo
California
– – -1 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –