We are live on ! Find out more
UTES icon

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
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$7.13M +$4.93M +61,418 +221%
BPAMU
27
BTG Pactual Asset Management US
New York
$6.42M +$379K +4,713 +6%
HighTower Advisors
28
HighTower Advisors
Illinois
$6.24M +$2.43M +30,310 +63%
MA
29
Macro Advisors
Pennsylvania
$6.17M +$6.2M +77,223 New
BWAM
30
Blue Water Asset Management
Michigan
$6M +$308K +3,835 +5%
LWP
31
LeClair Wealth Partners
Ohio
$6M +$6.03M +75,038 New
FTS
32
Fifth Third Securities
Ohio
$5.9M -$552K -6,866 -9%
GVAG
33
Great Valley Advisor Group
Delaware
$5.43M -$8.13M -101,152 -60%
BW
34
BostonPremier Wealth
Massachusetts
$4.35M +$206K +2,559 +5%
MA
35
MONECO Advisors
Connecticut
$4.17M +$245K +3,056 +6%
EH
36
Equitable Holdings
New York
$4M -$542K -6,742 -12%
WAM
37
WNY Asset Management
New York
$3.93M +$3.95M +49,195 New
RHP
38
Royal Harbor Partners
Texas
$3.7M -$15.7K -196 -0.4%
PFG
39
Prosperity Financial Group
California
$3.62M +$817K +10,169 +29%
SGCA
40
Steel Grove Capital Advisors
Tennessee
$3.5M +$46K +573 +1%
VAS
41
Valicenti Advisory Services
New York
$3.33M -$9.24K -115 -0.3%
CCFM
42
Clear Creek Financial Management
Washington
$3.19M +$181K +2,256 +6%
GIA
43
Gladstone Institutional Advisory
Florida
$3.11M +$179K +2,231 +6%
FLI
44
Family Legacy Inc
South Carolina
$2.99M +$3.01M +37,484 New
JWCA
45
J.W. Cole Advisors
Florida
$2.86M +$157K +1,960 +6%
PI
46
PFG Investments
New York
$2.75M -$114K -1,416 -4%
NA
47
NewEdge Advisors
Louisiana
$2.66M +$1.08M +13,503 +68%
SPIA
48
Steward Partners Investment Advisory
New York
$2.63M +$27.4K +341 +1%
CBA
49
Coastal Bridge Advisors
Connecticut
$2.61M +$44.6K +555 +2%
Morgan Stanley
50
Morgan Stanley
New York
$2.47M +$2.32M +28,934 +1,439%

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.