D.E. Shaw & Co
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D.E. Shaw & Co’s Virtus Reaves Utilities ETF UTES Stock Holding History

D.E. Shaw & Co’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
Q1 		– Sell
-4,775
Closed -$377K – 5089
2025
Q4 		$377K Buy
+4,775
New +$394K ﹤0.01% 4056
2025
Q3 		– Sell
-4,114
Closed -$311K – 4949
2025
Q2 		$311K Hold
4,114
– – ﹤0.01% 3855
2025
Q1 		$266K Buy
+4,114
New +$276K ﹤0.01% 3818

Other funds holding UTES

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

D.E. Shaw & Co's UTES Position: Q1 2026 in Review

D.E. Shaw & Co sold out of Virtus Reaves Utilities ETF (UTES) in Q1 2026, closing a stake of 4,775 shares — an estimated $377K sold.

D.E. Shaw & Co first reported a position in UTES in Q1 2025 and held it in 3 quarters. The position peaked at $377K in Q4 2025. 182 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • D.E. Shaw & Co reported no remaining Virtus Reaves Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • D.E. Shaw & Co sold 4,775 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $377K.
  • D.E. Shaw & Co first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and held it in 3 quarters.
  • D.E. Shaw & Co's Virtus Reaves Utilities ETF position peaked at $377K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.