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InfraCap REIT Preferred ETF
PFFR

Overview Fund Activity

18 hedge funds and large institutions have $10.9M invested in InfraCap REIT Preferred ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
2
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SVB Wealth
Massachusetts
$458K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$398K
3
Jane Street
3
Jane Street
New York
$176K
4
LPL Financial
4
LPL Financial
California
$2.31M
5
NA
5
NewEdge Advisors
Louisiana
$36.3K

Top Sellers

1
AWS
1
AJ Wealth Strategies
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$2.6M
3
BCA
3
Bay Colony Advisors
Massachusetts
$0
4
PWM
4
Peterson Wealth Management
Nevada
$1.94M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$2.6M 155,134 -42,814 -22%
LPL Financial
2
LPL Financial
California
$2.31M 138,186 +5,015 +4%
PWM
3
Peterson Wealth Management
Nevada
$1.94M 115,619 -13,106 -10%
FW
4
FirstPurpose Wealth
Utah
$1.45M 86,495 -3,160 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.21M 72,387 -8,277 -10%
SW
6
SVB Wealth
Massachusetts
$458K 27,343 +27,343 New
Osaic Holdings
7
Osaic Holdings
Arizona
$398K 23,749 +16,100 +210%
Jane Street
8
Jane Street
New York
$176K 10,529 +10,529 New
AWS
9
Atria Wealth Solutions
New York
$173K 10,379 -2,175 -17%
CHC
10
City Holding Co
West Virginia
$64.9K 3,879 – –
NA
11
NewEdge Advisors
Louisiana
$36.3K 2,166 +2,166 New
ASN
12
Advisory Services Network
Georgia
$36.2K 2,165 +2,165 New
SPIA
13
Steward Partners Investment Advisory
New York
$16.7K 1,000 +1,000 New
Morgan Stanley
14
Morgan Stanley
New York
$11.7K 700 – –
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$11.7K 700 +700 New
S
16
SignatureFD
Georgia
$1.84K 110 +110 New
TAM
17
Tucker Asset Management
Colorado
$31 2 -24 -92%
Wells Fargo
18
Wells Fargo
California
$17 1 +1 New
AWS
19
AJ Wealth Strategies
New York
– – -48,639 Closed
BCA
20
Bay Colony Advisors
Massachusetts
– – -18,883 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –