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InfraCap REIT Preferred ETF

13 hedge funds and large institutions have $12.4M invested in InfraCap REIT Preferred ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 7 closing their positions.

Holders
13
Holders Change
-4
Holders Change %
-23.53%
% 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
3
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$3.4M 197,948 +40,319 +26%
LPL Financial
2
LPL Financial
California
$2.28M 133,171 +100,186 +304%
PWM
3
Peterson Wealth Management
Nevada
$2.21M 128,725 +128,725 New
FW
4
FirstPurpose Wealth
Utah
$1.54M 89,655 -1,805 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.38M 80,664 -93,458 -54%
AWS
6
AJ Wealth Strategies
New York
$834K 48,639
BCA
7
Bay Colony Advisors
Massachusetts
$324K 18,883 +18,883 New
AWS
8
Atria Wealth Solutions
New York
$215K 12,554 +12,554 New
Osaic Holdings
9
Osaic Holdings
Arizona
$131K 7,649 -800 -9%
CHC
10
City Holding Co
West Virginia
$67K 3,879 +3,599 +1,285%
Morgan Stanley
11
Morgan Stanley
New York
$12K 700 -5,257 -88%
SAM
12
Strategic Asset Management
Minnesota
$3K 200
TAM
13
Tucker Asset Management
Colorado
$433 26
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
-14,252 Closed
Mariner
15
Mariner
Kansas
-13,403 Closed
OMC
16
Old Mission Capital
Illinois
-12,940 Closed
COCM
17
Charter Oak Capital Management
New Hampshire
-618 Closed
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
-300 Closed
Fidelity Investments
19
Fidelity Investments
Massachusetts
-1 Closed
Wells Fargo
20
Wells Fargo
California
-1 Closed
CFGS
21
Concourse Financial Group Securities
Alabama