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Virtus Reaves Utilities ETF
UTES

Overview Fund Activity

92 hedge funds and large institutions have $244M invested in Virtus Reaves Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
21
Increased
45
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Mainstay Capital Management
Michigan
$19.9M
2
LPL Financial
2
LPL Financial
California
$42.8M
3
Bank of America
3
Bank of America
North Carolina
$6.21M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$20M
5
PCP
5
Proficio Capital Partners
Massachusetts
$3.58M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.59M
2
UBS Group
2
UBS Group
Switzerland
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.38M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.19M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.19M 28,976 -5,871 -17%
KWA
27
Kingswood Wealth Advisors
California
$2.09M 27,592 -609 -2%
MML Investors Services
28
MML Investors Services
Massachusetts
$2.03M 26,786 +11,637 +77%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.59M 23,548 -16,845 -42%
WWP
30
Wise Wealth Partners
Arizona
$1.57M 20,804 +20,804 New
BAM
31
Belpointe Asset Management
Nevada
$1.5M 19,884 +8,343 +72%
OPA
32
Old Port Advisors
Maine
$1.46M 19,371 +4,578 +31%
CWM
33
Comprehensive Wealth Management
Washington
$1.28M 16,866 +80 +0.5%
SCM
34
Sunbeam Capital Management
Georgia
$1.27M 16,765 +8,106 +94%
BEI
35
Benjamin Edwards Inc
Missouri
$1.15M 15,155 +4,055 +37%
AWP
36
Atlas Wealth Partners
Pennsylvania
$1.14M 15,056 +1,175 +8%
PS
37
Principal Securities
Iowa
$851K 11,255 +1,085 +11%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$834K 11,036 +1,686 +18%
SG
39
StoneX Group
New York
$823K 10,892 +120 +1%
KAS
40
Kestra Advisory Services
Texas
$807K 10,680 +10,680 New
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$787K 10,409 +10,409 New
NS
42
NBC Securities
Alabama
$669K 8,854 – –
NWM
43
Nova Wealth Management
Florida
$573K 7,585 +49 +0.7%
TA
44
TrueWealth Advisors
Alabama
$558K 7,384 +408 +6%
CPIG
45
Chicago Partners Investment Group
Illinois
$556K 7,000 +7,000 New
PFS
46
Prospera Financial Services
Texas
$550K 7,268 +2,137 +42%
Mariner
47
Mariner
Kansas
$544K 7,199 +1,541 +27%
SPIA
48
Steward Partners Investment Advisory
New York
$495K 6,549 +300 +5%
AWA
49
Arkadios Wealth Advisors
Georgia
$460K 6,085 +449 +8%
PHS
50
Pekin Hardy Strauss
Illinois
$446K 5,900 +2,300 +64%
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