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InfraCap REIT Preferred ETF

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.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $10.9M → $11.8M (+$914K)

6% more funds holding

Funds holding: 1819 (+1)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

52.83% less ownership

Funds ownership: 72.28%19.45% (-53%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$2.48M -$133K -7,405 -5%
LPL Financial
2
LPL Financial
California
$2.35M +$26.8K +1,497 +1%
PWM
3
Peterson Wealth Management
Nevada
$1.87M -$74.7K -4,170 -4%
FW
4
FirstPurpose Wealth
Utah
$1.42M -$38.2K -2,131 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.17M -$46.6K -2,601 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$562K +$173K +9,673 +41%
EP
7
Eudaimonia Partners
Tennessee
$560K +$596K +33,298 New
SW
8
SVB Wealth
Massachusetts
$460K
EA
9
Eudaimonia Advisors
Tennessee
$303K +$323K +18,053 New
IA
10
IFP Advisors
Florida
$256K +$188K +10,500 New
Jane Street
11
Jane Street
New York
$238K +$64.9K +3,626 +34%
Morgan Stanley
12
Morgan Stanley
New York
$41.6K +$31.8K +1,777 +254%
ASN
13
Advisory Services Network
Georgia
$36.4K +$36 +2 +0.1%
AAS
14
Ameritas Advisory Services
Nebraska
$29.4K +$31.3K +1,749 New
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$11.8K
SPIA
16
Steward Partners Investment Advisory
New York
$5.04K -$12.5K -700 -70%
CHC
17
City Holding Co
West Virginia
$4.7K -$64.4K -3,599 -93%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$211 +$225K +12,557 New
TAM
19
Tucker Asset Management
Colorado
$32
Wells Fargo
20
Wells Fargo
California
$5 -$18 -1 Closed
AWS
21
Atria Wealth Solutions
New York
-$173K -10,379 Closed
NA
22
NewEdge Advisors
Louisiana
-$36.3K -2,166 Closed
S
23
SignatureFD
Georgia
-$1.84K -110 Closed

PFFR Hedge Fund Activity: Q1 2023 in Review

19 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in InfraCap REIT Preferred ETF (PFFR) for Q1 2023, worth a combined $11.8M — up 8.4% from $10.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PFFR positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Eudaimonia Partners, opening a new position worth an estimated $596K. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $173K sold.

  • 19 institutional investors held InfraCap REIT Preferred ETF (PFFR) as of Q1 2023, up from 18 in Q4 2022.
  • Funds reported $11.8M of InfraCap REIT Preferred ETF stock for Q1 2023, up 8.4% quarter-over-quarter.
  • 5 funds opened new InfraCap REIT Preferred ETF positions in Q1 2023 and 4 closed out, a net change of +1 holder.
  • The largest InfraCap REIT Preferred ETF buyer in Q1 2023 was Eudaimonia Partners, an estimated $596K added.
  • The largest InfraCap REIT Preferred ETF seller in Q1 2023 was Atria Wealth Solutions, an estimated $173K sold.

Based on aggregated 13F filings for Q1 2023.