Virtus Reaves Utilities ETF

UTES

Market cap $830M

Overview Fund Activity

81.82 USD

+0.79

0.97%

At close Updated Sep 12, 4:00 PM EDT

1 day

0.97%

5 days

3.69%

1 month

-0.15%

3 months

10.73%

6 months

28.61%

Year to date

25.24%

1 year

41.61%

5 years

116.05%

10 years

225.07%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

200% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 3 (+2) [Q2]

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

150% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 18

66% more capital invested

Capital invested by funds: $148M [Q1] → $246M (+$97.5M) [Q2]

44.96% more ownership

Funds ownership: 37.95% [Q1] → 82.91% (+44.96%) [Q2]

16% more funds holding

Funds holding: 80 [Q1] → 93 (+13) [Q2]

See Fund Rankings

Financial journalist opinion

Zacks Investment Research

Utilities Witness Longest Win Streak Since 2009: ETFs to Play

Utilities ETFs like UTES, FXU and FUTY soared in July as the sector recorded its strongest streak since 2009.

Utilities Witness Longest Win Streak Since 2009: ETFs to Play

UTES: A Concentrated, Actively Managed Utility ETF Evolving Into A Growth Fund

UTES stands out as an actively managed utility ETF, outperforming peers by capitalizing on AI-driven electricity demand and focusing on independent power producers. The concentrated portfolio, led by skilled Reaves managers, has evolved into a growth-oriented utility ETF, but current valuations appear stretched after a recent rally. With a modest 1.6% yield, UTES isn't ideal for income investors; the Reaves Utility Income Fund (UTG) offers a 6.75% yield and similar management.

UTES: A Concentrated, Actively Managed Utility ETF Evolving Into A Growth Fund

Investors Business Daily

Not Your Father's Utility Stocks: How We Got Early Exposure In This Typical Safe Haven Sector

Utility stocks offered us a low-risk way to add exposure as the market surpassed hurdles.

Not Your Father's Utility Stocks: How We Got Early Exposure In This Typical Safe Haven Sector

The Recent Pullback Gives A Nice Entry Point For Investors In UTES

Virtus Reaves Utilities ETF is a buy after its recent 6% pullback. UTES is actively managed, outperforming other utility ETFs, with a 45.31% price appreciation in 2024 and a five-star Morningstar rating. The fund's top holdings are less concentrated than before, with new investments like CenterPoint Energy showing strong growth potential and favorable regulatory support.

The Recent Pullback Gives A Nice Entry Point For Investors In UTES

How To Find The Best Sector ETFs 1Q25

Sector ETF labels can be misleading; Technology ETFs, for example, vary significantly in holdings, risk profiles, and performance outlooks. The abundance of sector ETFs complicates investor decisions, making thorough analysis challenging and increasing the risk of missing profitable opportunities. Knowing ETF holdings is crucial to avoid poor performance; buying ETFs without analysis is akin to buying stocks without due diligence.

How To Find The Best Sector ETFs 1Q25

UTES: This Could Change Everything (Downgrade)

AI-driven energy demands have boosted utility stocks, but DeepSeek's efficient AI approach questions future growth projections, impacting the Virtus Reaves Utilities ETF (UTES). UTES saw significant gains in 2024, led by top holdings like Constellation Energy and Vistra, but current high valuations may not be sustainable if projections change. Environmental and regulatory challenges complicate utility expansions, making it difficult for UTES to find alternative growth opportunities within its top holdings.

UTES: This Could Change Everything (Downgrade)

Investors Business Daily

Stock Market Gains Flow Mostly To Handful Of Companies

Growth is good. In another banner year for the stock market, large-cap growth funds gained 30% in 2024, with the Magnificent Seven powering the upside.

Stock Market Gains Flow Mostly To Handful Of Companies

Zacks Investment Research

5 Sector ETFs That Crushed the Market in 2024

Wall Street is on track to register another strong year of gains. We have highlighted five top-performing ETFs from various sectors.

5 Sector ETFs That Crushed the Market in 2024

End Of 2024 Trending Exchange-Traded Funds

I updated my universe of exchange-traded funds to track based on superior long-term performance. Nearly 450 ETFs are ranked based on short-term monthly returns, exponential moving average, and money flows into funds. With valuations and concentrations high, I select twenty trending ETFs Lipper Categories with less risk of correction in 2025 for further analysis.

End Of 2024 Trending Exchange-Traded Funds

UTES: Better For Investing In Vistra And Constellation

Vistra Corp. and Constellation Energy have surged due to their roles in powering AI data centers, with Vistra's diversified energy mix and strong earnings performance driving its rally. The Virtus Reaves Utilities ETF offers a diversified investment in utilities powering AI infrastructures, providing lower valuation multiples and reduced idiosyncratic risk compared to individual stocks. UTES' top holdings, including NextEra Energy and Vistra, are well-positioned to meet rising energy demands, with significant investments in renewables and battery storage.

UTES: Better For Investing In Vistra And Constellation

See News Rankings

Charts implemented using Lightweight Charts™