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InfraCap REIT Preferred ETF
PFFR

Overview Fund Activity

17 hedge funds and large institutions have $9.88M invested in InfraCap REIT Preferred ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$686K
2
Comerica Bank
2
Comerica Bank
Texas
$226K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$206K
4
IA
4
Inspire Advisors
Idaho
$195K
5
LPL Financial
5
LPL Financial
California
$2.72M

Top Sellers

1
PWM
1
Peterson Wealth Management
Nevada
$0
2
Jane Street
2
Jane Street
New York
$0
3
FW
3
FirstPurpose Wealth
Utah
$898K
4
UBS Group
4
UBS Group
Switzerland
$2.13M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$2.72M 156,759 +10,879 +7%
UBS Group
2
UBS Group
Switzerland
$2.13M 122,375 -15,952 -12%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.23M 70,712 +1,142 +2%
FW
4
FirstPurpose Wealth
Utah
$898K 51,707 -25,705 -33%
Osaic Holdings
5
Osaic Holdings
Arizona
$686K 39,508 +15,969 +68%
EP
6
Eudaimonia Partners
Tennessee
$538K 30,993 +3,798 +14%
EA
7
Eudaimonia Advisors
Tennessee
$489K 28,163 +4,068 +17%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$231K 13,290 +691 +5%
Comerica Bank
9
Comerica Bank
Texas
$226K 13,000 +13,000 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$206K 11,870 +11,870 New
IA
11
Inspire Advisors
Idaho
$195K 11,207 +11,207 New
IA
12
IFP Advisors
Florida
$182K 10,500 – –
TAM
13
Tucker Asset Management
Colorado
$81.8K 4,710 +4,708 +235,400%
Morgan Stanley
14
Morgan Stanley
New York
$46.1K 2,652 – –
NS
15
NBC Securities
Alabama
$14K 831 +831 New
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$11.8K 700 – –
Wells Fargo
17
Wells Fargo
California
$21 1 – –
PWM
18
Peterson Wealth Management
Nevada
– – -96,267 Closed
Jane Street
19
Jane Street
New York
– – -26,338 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –