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David Shaw’s Virtus Reaves Utilities ETF UTES Stock Holding History

David Shaw’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 		$2.49M Buy
+30,426
New +$2.47M ﹤0.01% 3015
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

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

David Shaw's UTES Position: Q2 2026 in Review

David Shaw opened a new position in Virtus Reaves Utilities ETF (UTES) in Q2 2026: 30,426 shares worth $2.49M. The stake represents ﹤0.01% of the portfolio and ranks #3015 among its holdings. This is a return to the name: David Shaw previously reported a position in UTES as recently as Q4 2025.

David Shaw first reported a position in UTES in Q1 2025 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • David Shaw held 30,426 shares of Virtus Reaves Utilities ETF worth $2.49M as of Q2 2026.
  • Virtus Reaves Utilities ETF was a new David Shaw position in Q2 2026.
  • Virtus Reaves Utilities ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3015 holding.
  • David Shaw first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and has held it in 4 quarters since.
  • 179 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.