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InfraCap REIT Preferred ETF
PFFR

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.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

13% more funds holding

Funds holding: 15 → 17 (+2)

2.22% less ownership

Funds ownership: 18.72% → 16.49% (-2.2%)

15% less capital invested

Capital invested by funds: $11.6M → $9.88M (-$1.75M)

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

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$279K
2
Comerica Bank
Comerica Bank
Texas
+$228K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$208K
4
IA
Inspire Advisors
Idaho
+$196K
5
LPL Financial
LPL Financial
California
+$190K

Top Sellers

Rank Fund Capital Flow
1
PWM
Peterson Wealth Management
Nevada
-$1.71M
2
Jane Street
Jane Street
New York
-$468K
3
FW
FirstPurpose Wealth
Utah
-$450K
4
UBS Group
UBS Group
Switzerland
-$279K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$2.72M +$190K +10,879 +7%
UBS Group
2
UBS Group
Switzerland
$2.13M -$279K -15,952 -12%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.23M +$20K +1,142 +2%
FW
4
FirstPurpose Wealth
Utah
$898K -$450K -25,705 -33%
Osaic Holdings
5
Osaic Holdings
Arizona
$686K +$279K +15,969 +68%
EP
6
Eudaimonia Partners
Tennessee
$538K +$66.5K +3,798 +14%
EA
7
Eudaimonia Advisors
Tennessee
$489K +$71.2K +4,068 +17%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$231K +$12.1K +691 +5%
Comerica Bank
9
Comerica Bank
Texas
$226K +$228K +13,000 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$206K +$208K +11,870 New
IA
11
Inspire Advisors
Idaho
$195K +$196K +11,207 New
IA
12
IFP Advisors
Florida
$182K – – –
TAM
13
Tucker Asset Management
Colorado
$81.8K +$82.4K +4,708 +235,400%
Morgan Stanley
14
Morgan Stanley
New York
$46.1K – – –
NS
15
NBC Securities
Alabama
$14K +$14.5K +831 New
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$11.8K – – –
Wells Fargo
17
Wells Fargo
California
$21 – – –
PWM
18
Peterson Wealth Management
Nevada
– -$1.71M -96,267 Closed
Jane Street
19
Jane Street
New York
– -$468K -26,338 Closed

PFFR Hedge Fund Activity: Q3 2023 in Review

17 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in InfraCap REIT Preferred ETF (PFFR) for Q3 2023, worth a combined $9.88M — down 15% from $11.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PFFR positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $279K. The largest seller was Peterson Wealth Management, exiting entirely with an estimated $1.71M sold.

  • 17 institutional investors held InfraCap REIT Preferred ETF (PFFR) as of Q3 2023, up from 15 in Q2 2023.
  • Funds reported $9.88M of InfraCap REIT Preferred ETF stock for Q3 2023, down 15% quarter-over-quarter.
  • 4 funds opened new InfraCap REIT Preferred ETF positions in Q3 2023 and 2 closed out, a net change of +2 holders.
  • The largest InfraCap REIT Preferred ETF buyer in Q3 2023 was Osaic Holdings, an estimated $279K added.
  • The largest InfraCap REIT Preferred ETF seller in Q3 2023 was Peterson Wealth Management, an estimated $1.71M sold.

Based on aggregated 13F filings for Q3 2023.