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InfraCap REIT Preferred ETF
PFFR

Overview Fund Activity

20 hedge funds and large institutions have $14.9M invested in InfraCap REIT Preferred ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
Inspire Advisors
Idaho
$2.93M
2
PPW
2
Pasadena Private Wealth
California
$1.69M
3
Citadel Advisors
3
Citadel Advisors
Florida
$281K
4
LPL Financial
4
LPL Financial
California
$3.04M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$312K

Top Sellers

1
FW
1
FirstPurpose Wealth
Utah
$740K
2
IA
2
IFP Advisors
Florida
$0
3
UBS Group
3
UBS Group
Switzerland
$2.15M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.19M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$3.04M 163,126 +6,367 +4%
IA
2
Inspire Advisors
Idaho
$2.93M 157,183 +145,976 +1,303%
UBS Group
3
UBS Group
Switzerland
$2.15M 115,216 -7,159 -6%
PPW
4
Pasadena Private Wealth
California
$1.69M 90,801 +90,801 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.19M 64,011 -6,701 -9%
FW
6
FirstPurpose Wealth
Utah
$740K 39,659 -12,048 -23%
Osaic Holdings
7
Osaic Holdings
Arizona
$624K 33,450 -6,058 -15%
EP
8
Eudaimonia Partners
Tennessee
$607K 32,553 +1,560 +5%
EA
9
Eudaimonia Advisors
Tennessee
$501K 26,872 -1,291 -5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$318K 17,033 +3,743 +28%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$312K 16,739 +4,869 +41%
Citadel Advisors
12
Citadel Advisors
Florida
$281K 15,065 +15,065 New
Comerica Bank
13
Comerica Bank
Texas
$242K 13,000 – –
Morgan Stanley
14
Morgan Stanley
New York
$99K 5,306 +2,654 +100%
TAM
15
Tucker Asset Management
Colorado
$86.8K 4,654 -56 -1%
ASN
16
Advisory Services Network
Georgia
$27.5K 1,476 +1,476 New
NS
17
NBC Securities
Alabama
$15K 847 +16 +2%
National Bank of Canada
18
National Bank of Canada
Quebec, Canada
$12.9K 700 – –
Wells Fargo
19
Wells Fargo
California
$23 1 – –
Fidelity Investments
20
Fidelity Investments
Massachusetts
$19 1 +1 New
IA
21
IFP Advisors
Florida
– – -10,500 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –