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Infrastructure Capital’s Substack

We are a leading provider of investment management solutions specializing in ETFs, managed hedge funds, and providing consulting services for other investment firms.

Newsletter · By Infrastructure Capital · English · Official site

Indexed issues, last 90 days
11
Latest publication
Sep 30, 2026
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Earliest in this view
Sep 10, 2026

Latest issues

  1. Issue · Sep 30, 2026

    The Coupon That Resets Itself (opens the original)

    Excerpt · Neutral tone

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    A loan’s yield is SOFR plus a spread. The 2025 cuts took the first part away; the September hike just gave some of it back. The spread is what nobody prices correctly.The income investor’s least-loved asset class of the past year was floating-rate credit — and for a mechanical reason. Leveraged loans pay a coupon that resets with short-term rates: SOFR plus a fixed credit spread. When the Fed cut 175 basis points of easing between September 2024 and December 2025, the SOFR leg of every loan coup

  2. Issue · Sep 28, 2026

    Infrastructure Capital announces a dividend increase for: Bond Income ETF (BNDS), Equity Income ETF (ICAP), Small Cap Income ETF (SCAP), and Nasdaq Option Income ETF (QVOL) (opens the original)

    Excerpt · Positive tone

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    NEW YORK — September 28, 2026 — Infrastructure Capital Advisors, LLC (Infrastructure Capital), a leading provider of investment management solutions designed to meet the needs of income-focused investors, is excited to declare distributions for the Infrastructure Capital Nasdaq Option Income ETF (QVOL), Infrastructure Capital Bond Income ETF (BNDS), Infrastructure Capital Small Cap Income ETF (SCAP), and Infrastructure Capital Equity Income ETF (ICAP). QVOL has declared a distribution increase b

  3. Issue · Sep 27, 2026

    Stop Reading Utility Payout Ratios Off Earnings (opens the original)

    Excerpt · Neutral tone

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    <img alt="What Funds the Dividend?" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!zYQk!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3519cad4-9820-451c-

  4. Issue · Sep 25, 2026

    The 8% "Yield" That Isn't a Yield: What an Annuity Payout Rate Actually Pays You (opens the original)

    Excerpt · Neutral tone

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    <img alt="Payout Is Not Yield" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!ZKKJ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb4bc23c0-3844-4d1b-bf54-e5e7e6c

  5. Issue · Sep 24, 2026

    How AMZA's Income Is Built — and What This Year's Distribution Raise Says About the Fund (opens the original)

    Excerpt · Neutral tone

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    In January 2026, the InfraCap MLP ETF (AMZA) raised its monthly distribution from $0.29 to $0.34 per share — a 17% step-up, and the latest in a series of annual increases that took the monthly payout from $0.22 in 2022 to $0.29 in 2025.[1][4] Nine straight monthly distributions have now been declared and paid at the $0.34 rate through the September 2026 ex-date (09/21/2026, payable 09/28/2026).[1] The distribution rate stands at 8.27% as of September 21, 2026, against a 30-day SEC yield of 6.32%

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