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InfraCap REIT Preferred ETF

26 hedge funds and large institutions have $15.7M invested in InfraCap REIT Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

37% more funds holding

Funds holding: 1926 (+7)

7% more capital invested

Capital invested by funds: $14.7M → $15.7M (+$1.01M)

0.42% less ownership

Funds ownership: 17.22%16.8% (-0.42%)

Holders
26
Holders Change
+7
Holders Change %
+36.84%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
6
Closed
2
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
$3.01M -$19.2K -1,072 -0.6%
KAS
2
Kestra Advisory Services
Texas
$2.25M +$144K +8,039 +7%
Raymond James Financial
3
Raymond James Financial
Florida
$1.37M +$73.6K +4,118 +6%
PPW
4
Pasadena Private Wealth
California
$1.26M -$8.47K -474 -0.7%
UBS Group
5
UBS Group
Switzerland
$1.23M +$59K +3,300 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.1M +$129K +7,246 +13%
LPL Financial
7
LPL Financial
California
$994K +$170K +9,516 +21%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$902K -$48.1K -2,694 -5%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$662K +$66.4K +3,716 +11%
Osaic Holdings
10
Osaic Holdings
Arizona
$545K +$23.8K +1,333 +5%
Citadel Advisors
11
Citadel Advisors
Florida
$358K -$234K -13,077 -40%
GS
12
GTS Securities
New York
$321K +$321K +17,946 New
DWM
13
Diversify Wealth Management
Utah
$308K -$6.47K -362 -2%
KWA
14
Kingswood Wealth Advisors
California
$285K +$285K +15,929 New
HighTower Advisors
15
HighTower Advisors
Illinois
$251K -$2.82K -158 -1%
Comerica Bank
16
Comerica Bank
Texas
$249K
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$201K +$200K +11,212 New
Lido Advisors
18
Lido Advisors
California
$193K +$193K +10,800 New
TAM
19
Tucker Asset Management
Colorado
$61K +$60.8K +3,404 New
Morgan Stanley
20
Morgan Stanley
New York
$60.6K +$36K +2,013 +147%
US Bancorp
21
US Bancorp
Minnesota
$24.7K +$24.7K +1,380 New
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$12.5K
APW
23
Aventura Private Wealth
Florida
$5.6K +$107 +6 +2%
VEA
24
Virtus ETF Advisers
New York
$591 +$590 +33 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$90 +$89 +5 New

PFFR Hedge Fund Activity: Q2 2025 in Review

26 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in InfraCap REIT Preferred ETF (PFFR) for Q2 2025, worth a combined $15.7M — up 6.9% from $14.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PFFR positions and 2 closed out — a net gain of 7 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $321K. The largest seller was Stifel Financial, exiting entirely with an estimated $310K sold.

  • 26 institutional investors held InfraCap REIT Preferred ETF (PFFR) as of Q2 2025, up from 19 in Q1 2025.
  • Funds reported $15.7M of InfraCap REIT Preferred ETF stock for Q2 2025, up 6.9% quarter-over-quarter.
  • 9 funds opened new InfraCap REIT Preferred ETF positions in Q2 2025 and 2 closed out, a net change of +7 holders.
  • The largest InfraCap REIT Preferred ETF buyer in Q2 2025 was GTS Securities, an estimated $321K added.
  • The largest InfraCap REIT Preferred ETF seller in Q2 2025 was Stifel Financial, an estimated $310K sold.

Based on aggregated 13F filings for Q2 2025.