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InfraCap REIT Preferred ETF

19 hedge funds and large institutions have $14.7M invested in InfraCap REIT Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

12.71% less ownership

Funds ownership: 29.94%17.22% (-13%)

24% less funds holding

Funds holding: 2519 (-6)

52% less capital invested

Capital invested by funds: $30.7M → $14.7M (-$16.1M)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
19
Holders Change
-6
Holders Change %
-24%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.05M +$41.9K +2,251 +1%
KAS
2
Kestra Advisory Services
Texas
$2.13M +$128K +6,871 +6%
Raymond James Financial
3
Raymond James Financial
Florida
$1.32M -$12.9M -690,673 -90%
PPW
4
Pasadena Private Wealth
California
$1.29M -$109K -5,871 -8%
UBS Group
5
UBS Group
Switzerland
$1.18M +$92.5K +4,968 +8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$987K +$224K +12,009 +28%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$962K -$53K -2,846 -5%
LPL Financial
8
LPL Financial
California
$833K -$627K -33,674 -42%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$602K +$283K +15,222 +85%
Citadel Advisors
10
Citadel Advisors
Florida
$600K +$616K +33,098 New
Osaic Holdings
11
Osaic Holdings
Arizona
$528K +$98K +5,264 +22%
Stifel Financial
12
Stifel Financial
Missouri
$310K +$2.75K +148 +0.9%
DWM
13
Diversify Wealth Management
Utah
$310K -$78.9K -4,238 -20%
HighTower Advisors
14
HighTower Advisors
Illinois
$257K -$2.87K -154 -1%
Comerica Bank
15
Comerica Bank
Texas
$252K -$5.12K -275 -2%
Morgan Stanley
16
Morgan Stanley
New York
$24.9K -$1.86K -100 -7%
NS
17
NBC Securities
Alabama
$16K +$16.7K +898 New
National Bank of Canada
18
National Bank of Canada
Quebec, Canada
$12.7K
APW
19
Aventura Private Wealth
Florida
$5.56K +$112 +6 +2%
Wells Fargo
20
Wells Fargo
California
$4 -$22K -1,180 Closed
SIS
21
Sound Income Strategies
Florida
$4 -$968 -52 Closed
IA
22
Inspire Advisors
Idaho
-$2.67M -144,472 Closed
Jane Street
23
Jane Street
New York
-$646K -34,937 Closed
SIC
24
Samalin Investment Counsel
New York
-$186K -10,036 Closed
TAM
25
Tucker Asset Management
Colorado
-$77.1K -4,170 Closed

PFFR Hedge Fund Activity: Q1 2025 in Review

19 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in InfraCap REIT Preferred ETF (PFFR) for Q1 2025, worth a combined $14.7M — down 52% from $30.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PFFR and 2 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 8 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $616K. The largest seller was Raymond James Financial, cutting an estimated $12.9M.

  • 19 institutional investors held InfraCap REIT Preferred ETF (PFFR) as of Q1 2025, down from 25 in Q4 2024.
  • Funds reported $14.7M of InfraCap REIT Preferred ETF stock for Q1 2025, down 52% quarter-over-quarter.
  • 2 funds opened new InfraCap REIT Preferred ETF positions in Q1 2025 and 8 closed out, a net change of -6 holders.
  • The largest InfraCap REIT Preferred ETF buyer in Q1 2025 was Citadel Advisors, an estimated $616K added.
  • The largest InfraCap REIT Preferred ETF seller in Q1 2025 was Raymond James Financial, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2025.