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Virtus Reaves Utilities ETF

182 hedge funds and large institutions have $857M invested in Virtus Reaves Utilities ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 81 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

69% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 48

8% more funds holding

Funds holding: 169182 (+13)

0.58% less ownership

Funds ownership: 62%61.43% (-0.58%)

3% less capital invested

Capital invested by funds: $881M → $857M (-$24.6M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
37
Increased
81
Reduced
48
Closed
17
Calls
$4.73M
Puts
Net Calls
+$4.73M
Net Calls Change
+$4.52M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$169M -$102M -1,265,407 -37%
LPL Financial
2
LPL Financial
California
$94.7M +$2.53M +31,555 +3%
Bank of America
3
Bank of America
North Carolina
$65.6M +$23.5M +292,638 +55%
Osaic Holdings
4
Osaic Holdings
Arizona
$44.9M +$2.77M +34,501 +7%
UBS Group
5
UBS Group
Switzerland
$32M -$28.7M -356,965 -47%
Stifel Financial
6
Stifel Financial
Missouri
$28M +$5.54M +68,903 +24%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$19.5M +$3.76M +46,796 +24%
AWM
8
Aprio Wealth Management
Georgia
$17.2M +$1.32M +16,439 +8%
MYIA
9
Mount Yale Investment Advisors
Colorado
$15.8M +$15.9M +197,494 New
VAS
10
Vestmark Advisory Solutions
Massachusetts
$15.6M +$15.7M +195,497 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$15.1M +$2.83M +35,203 +23%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$15M -$5.86M -72,930 -28%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$14.9M -$226K -2,816 -1%
Raymond James Financial
14
Raymond James Financial
Florida
$14.7M +$2.87M +35,759 +24%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$12.9M -$10.7M -133,625 -45%
AWC
16
Adamsbrown Wealth Consultants
Kansas
$12.7M +$993K +12,356 +8%
KDA
17
Kraft Davis & Associates
Missouri
$11M -$130K -1,619 -1%
TBC
18
Ted Buchan & Co
California
$10.7M +$612K +7,620 +6%
IUHSA
19
Itau Unibanco Holding S.A.
Brazil
$10.1M +$205K +2,547 +2%
RAM
20
Riggs Asset Management
Pennsylvania
$9.34M -$5.61M -69,802 -37%
QWM
21
Quadcap Wealth Management
Texas
$9.31M +$940K +11,699 +11%
FAM
22
Flaharty Asset Management
Florida
$9.14M +$325K +4,051 +4%
Two Sigma Investments
23
Two Sigma Investments
New York
$8.84M +$8.89M +110,700 New
MML Investors Services
24
MML Investors Services
Massachusetts
$8.71M +$1.78M +22,124 +25%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$8.66M -$613K -7,631 -7%

UTES Hedge Fund Activity: Q1 2026 in Review

182 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q1 2026, worth a combined $857M — down 2.8% from $881M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UTES positions and 17 closed out — a net gain of 20 holders — while 81 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $23.5M. The largest seller was JP Morgan Chase, cutting an estimated $102M.

  • 182 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q1 2026, up from 169 in Q4 2025.
  • Funds reported $857M of Virtus Reaves Utilities ETF stock for Q1 2026, down 2.8% quarter-over-quarter.
  • 37 funds opened new Virtus Reaves Utilities ETF positions in Q1 2026 and 17 closed out, a net change of +20 holders.
  • The largest Virtus Reaves Utilities ETF buyer in Q1 2026 was Bank of America, an estimated $23.5M added.
  • The largest Virtus Reaves Utilities ETF seller in Q1 2026 was JP Morgan Chase, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2026.