We are live on ! Find out more
PFFR icon

InfraCap REIT Preferred ETF

22 hedge funds and large institutions have $23M invested in InfraCap REIT Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

4% less funds holding

Funds holding: 2322 (-1)

6.21% less ownership

Funds ownership: 36.32%30.11% (-6.2%)

26% less capital invested

Capital invested by funds: $30.9M → $23M (-$7.9M)

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$11.9M +$992K +54,415 +9%
LPL Financial
2
LPL Financial
California
$2.97M +$45.9K +2,517 +2%
UBS Group
3
UBS Group
Switzerland
$2.16M -$54.6K -2,994 -2%
PPW
4
Pasadena Private Wealth
California
$1.42M -$11.7K -644 -0.8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.1M +$3.83K +210 +0.4%
Osaic Holdings
6
Osaic Holdings
Arizona
$624K -$856K -46,943 -58%
DWM
7
Diversify Wealth Management
Utah
$483K +$484K +26,549 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$418K +$66.6K +3,650 +19%
Stifel Financial
9
Stifel Financial
Missouri
$288K +$287K +15,764 New
Comerica Bank
10
Comerica Bank
Texas
$259K +$438 +24 +0.2%
HighTower Advisors
11
HighTower Advisors
Illinois
$254K +$255 +14 +0.1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$241K -$45.6K -2,500 -16%
GS
13
GTS Securities
New York
$241K -$331K -18,128 -58%
Jane Street
14
Jane Street
New York
$220K -$1.5M -82,037 -87%
AWA
15
Arete Wealth Advisors
Illinois
$195K +$196K +10,758 New
TAM
16
Tucker Asset Management
Colorado
$80.4K
Morgan Stanley
17
Morgan Stanley
New York
$48.5K
NS
18
NBC Securities
Alabama
$16K +$310 +17 +2%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$12.7K
AA
20
Ancora Advisors
Ohio
$2.28K +$2.28K +125 New
SFC
21
Strategic Financial Concepts
Texas
$2.01K +$674K +36,934 New
Wells Fargo
22
Wells Fargo
California
$32 +$18 +1 +100%
IA
23
Inspire Advisors
Idaho
-$4.59M -245,794 Closed
OMC
24
Old Mission Capital
Illinois
-$401K -21,431 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-$222K -11,884 Closed

PFFR Hedge Fund Activity: Q2 2024 in Review

22 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in InfraCap REIT Preferred ETF (PFFR) for Q2 2024, worth a combined $23M — down 26% from $30.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PFFR positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $992K. The largest seller was Inspire Advisors, exiting entirely with an estimated $4.59M sold.

  • 22 institutional investors held InfraCap REIT Preferred ETF (PFFR) as of Q2 2024, down from 23 in Q1 2024.
  • Funds reported $23M of InfraCap REIT Preferred ETF stock for Q2 2024, down 26% quarter-over-quarter.
  • 5 funds opened new InfraCap REIT Preferred ETF positions in Q2 2024 and 3 closed out, a net change of +2 holders.
  • The largest InfraCap REIT Preferred ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $992K added.
  • The largest InfraCap REIT Preferred ETF seller in Q2 2024 was Inspire Advisors, an estimated $4.59M sold.

Based on aggregated 13F filings for Q2 2024.