Citadel Advisors
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Citadel Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Citadel Advisors’s Portfolio UTES Stock Details UTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-14,309
Closed -$1.16M – 14924
2026
Q1 		$1.14M Buy
+14,309
New +$1.15M ﹤0.01% 7354
2025
Q3 		– Sell
-31,500
Closed -$2.38M – 14192
2025
Q2 		$2.38M Sell
31,500
-8,398
-21% -$583K ﹤0.01% 5390
2025
Q1 		$2.58M Buy
+39,898
New +$2.68M ﹤0.01% 5049
2024
Q4 		– Sell
-30,336
Closed -$1.94M – 15443
2024
Q3 		$1.94M Buy
+30,336
New +$1.69M ﹤0.01% 5596
2023
Q4 		– Sell
-18,849
Closed -$784K – 15302
2023
Q3 		$784K Sell
18,849
-432
-2% -$19.5K ﹤0.01% 7079
2023
Q2 		$875K Buy
+19,281
New +$883K ﹤0.01% 6741
2022
Q4 		– Sell
-8,885
Closed -$383K – 15492
2022
Q3 		$383K Sell
8,885
-4,212
-32% -$202K ﹤0.01% 9049
2022
Q2 		$596K Buy
+13,097
New +$618K ﹤0.01% 8244
2021
Q2 		– Sell
-14,815
Closed -$614K – 14482
2021
Q1 		$614K Sell
14,815
-1,008
-6% -$40.4K ﹤0.01% 9240
2020
Q4 		$636K Sell
15,823
-19,035
-55% -$765K ﹤0.01% 7697
2020
Q3 		$1.32M Buy
34,858
+14,140
+68% +$537K ﹤0.01% 5529
2020
Q2 		$735K Buy
20,718
+12,109
+141% +$437K ﹤0.01% 6400
2020
Q1 		$302K Buy
+8,609
New +$346K ﹤0.01% 7331
2019
Q4 		– Sell
-21,099
Closed -$883K – 9811
2019
Q3 		$883K Sell
21,099
-8,123
-28% -$324K ﹤0.01% 5804
2019
Q2 		$1.14M Buy
+29,222
New +$1.11M ﹤0.01% 5486

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Citadel Advisors's UTES Position: Q2 2026 in Review

Citadel Advisors sold out of Virtus Reaves Utilities ETF (UTES) in Q2 2026, closing a stake of 14,309 shares — an estimated $1.16M sold.

Citadel Advisors first reported a position in UTES in Q2 2019 and held it in 15 quarters. The position peaked at $2.58M in Q1 2025. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Citadel Advisors reported no remaining Virtus Reaves Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Citadel Advisors sold 14,309 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $1.16M.
  • Citadel Advisors first reported a position in Virtus Reaves Utilities ETF in Q2 2019 and held it in 15 quarters.
  • Citadel Advisors's Virtus Reaves Utilities ETF position peaked at $2.58M in Q1 2025.
  • 179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.