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InfraCap REIT Preferred ETF
PFFR

Overview Fund Activity

19 hedge funds and large institutions have $11.8M invested in InfraCap REIT Preferred ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Eudaimonia Partners
Tennessee
$560K
2
EA
2
Eudaimonia Advisors
Tennessee
$303K
3
IA
3
IFP Advisors
Florida
$256K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$562K
5
Jane Street
5
Jane Street
New York
$238K

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$2.48M
3
PWM
3
Peterson Wealth Management
Nevada
$1.87M
4
CHC
4
City Holding Co
West Virginia
$4.7K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.17M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$2.48M 147,729 -7,405 -5%
LPL Financial
2
LPL Financial
California
$2.35M 139,683 +1,497 +1%
PWM
3
Peterson Wealth Management
Nevada
$1.87M 111,449 -4,170 -4%
FW
4
FirstPurpose Wealth
Utah
$1.42M 84,364 -2,131 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.17M 69,786 -2,601 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$562K 33,422 +9,673 +41%
EP
7
Eudaimonia Partners
Tennessee
$560K 33,298 +33,298 New
SW
8
SVB Wealth
Massachusetts
$460K 27,343 – –
EA
9
Eudaimonia Advisors
Tennessee
$303K 18,053 +18,053 New
IA
10
IFP Advisors
Florida
$256K 10,500 +10,500 New
Jane Street
11
Jane Street
New York
$238K 14,155 +3,626 +34%
Morgan Stanley
12
Morgan Stanley
New York
$41.6K 2,477 +1,777 +254%
ASN
13
Advisory Services Network
Georgia
$36.4K 2,167 +2 +0.1%
AAS
14
Ameritas Advisory Services
Nebraska
$29.4K 1,749 +1,749 New
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$11.8K 700 – –
SPIA
16
Steward Partners Investment Advisory
New York
$5.04K 300 -700 -70%
CHC
17
City Holding Co
West Virginia
$4.7K 280 -3,599 -93%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$211 12,557 +12,557 New
TAM
19
Tucker Asset Management
Colorado
$32 2 – –
Wells Fargo
20
Wells Fargo
California
– – -1 Closed
AWS
21
Atria Wealth Solutions
New York
– – -10,379 Closed
NA
22
NewEdge Advisors
Louisiana
– – -2,166 Closed
S
23
SignatureFD
Georgia
– – -110 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –