We are live on ! Find out more
PFFR icon

InfraCap REIT Preferred ETF

25 hedge funds and large institutions have $30.7M invested in InfraCap REIT Preferred ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $27.7M → $30.7M (+$3M)

2.7% more ownership

Funds ownership: 27.23%29.94% (+2.7%)

4% less funds holding

Funds holding: 2625 (-1)

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$14.1M +$14.8M +763,291 New
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.07M +$2.35M +121,546 +274%
IA
3
Inspire Advisors
Idaho
$2.67M +$2.32M +119,998 +490%
KAS
4
Kestra Advisory Services
Texas
$2.05M +$2.15M +110,932 New
LPL Financial
5
LPL Financial
California
$1.47M -$1.84M -95,056 -54%
PPW
6
Pasadena Private Wealth
California
$1.42M +$26.5K +1,368 +2%
UBS Group
7
UBS Group
Switzerland
$1.12M +$21.4K +1,102 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.03M -$19.3K -995 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$785K +$289K +14,907 +54%
Jane Street
10
Jane Street
New York
$646K +$677K +34,937 New
Osaic Holdings
11
Osaic Holdings
Arizona
$442K -$188K -9,696 -29%
DWM
12
Diversify Wealth Management
Utah
$396K -$31.1K -1,607 -7%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$333K +$132K +6,798 +61%
Stifel Financial
14
Stifel Financial
Missouri
$314K +$20K +1,031 +6%
HighTower Advisors
15
HighTower Advisors
Illinois
$265K +$7.4K +382 +3%
Comerica Bank
16
Comerica Bank
Texas
$262K -$407 -21 -0.1%
SIC
17
Samalin Investment Counsel
New York
$186K +$194K +10,036 New
TAM
18
Tucker Asset Management
Colorado
$77.1K -$969 -50 -1%
Morgan Stanley
19
Morgan Stanley
New York
$27.2K -$22.9K -1,181 -45%
Wells Fargo
20
Wells Fargo
California
$21.8K +$22.8K +1,178 +58,900%
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$12.9K
APW
22
Aventura Private Wealth
Florida
$5.56K +$5.83K +301 New
SIS
23
Sound Income Strategies
Florida
$954 +$19 +1 +2%
SPIA
24
Steward Partners Investment Advisory
New York
$37 +$39 +2 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$19 -$291 -15 -94%

PFFR Hedge Fund Activity: Q4 2024 in Review

25 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in InfraCap REIT Preferred ETF (PFFR) for Q4 2024, worth a combined $30.7M — up 11% from $27.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PFFR positions and 5 closed out — a net gain of 1 holder — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $2.35M. The largest seller was LPL Financial, cutting an estimated $1.84M.

  • 25 institutional investors held InfraCap REIT Preferred ETF (PFFR) as of Q4 2024, down from 26 in Q3 2024.
  • Funds reported $30.7M of InfraCap REIT Preferred ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 6 funds opened new InfraCap REIT Preferred ETF positions in Q4 2024 and 5 closed out, a net change of +1 holder.
  • The largest InfraCap REIT Preferred ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $2.35M added.
  • The largest InfraCap REIT Preferred ETF seller in Q4 2024 was LPL Financial, an estimated $1.84M sold.

Based on aggregated 13F filings for Q4 2024.