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InfraCap REIT Preferred ETF

15 hedge funds and large institutions have $11.6M invested in InfraCap REIT Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
15
Holders Change
-4
Holders Change %
-21.05%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$2.59M 145,880 +6,197 +4%
UBS Group
2
UBS Group
Switzerland
$2.46M 138,327 -9,402 -6%
PWM
3
Peterson Wealth Management
Nevada
$1.71M 96,267 -15,182 -14%
FW
4
FirstPurpose Wealth
Utah
$1.38M 77,412 -6,952 -8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.24M 69,570 -216 -0.3%
EP
6
Eudaimonia Partners
Tennessee
$483K 27,195 -6,103 -18%
Jane Street
7
Jane Street
New York
$468K 26,338 +12,183 +86%
EA
8
Eudaimonia Advisors
Tennessee
$428K 24,095 +6,042 +33%
Osaic Holdings
9
Osaic Holdings
Arizona
$418K 23,539 -9,883 -30%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$224K 12,599 +42 +0.3%
IA
11
IFP Advisors
Florida
$187K 10,500
Morgan Stanley
12
Morgan Stanley
New York
$47.1K 2,652 +175 +7%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$12.3K 700
TAM
14
Tucker Asset Management
Colorado
$35 2
Wells Fargo
15
Wells Fargo
California
$11 1 +1 New
SW
16
SVB Wealth
Massachusetts
-27,343 Closed
ASN
17
Advisory Services Network
Georgia
-2,167 Closed
AAS
18
Ameritas Advisory Services
Nebraska
-1,749 Closed
SPIA
19
Steward Partners Investment Advisory
New York
-300 Closed
CHC
20
City Holding Co
West Virginia
-280 Closed
CFGS
21
Concourse Financial Group Securities
Alabama