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Virtus Reaves Utilities ETF
UTES

Overview Fund Activity

49 hedge funds and large institutions have $85.6M invested in Virtus Reaves Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
49
Holders Change
+17
Holders Change %
+53.13%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
16
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$13.2M
2
RAM
2
Riggs Asset Management
Pennsylvania
$5.11M
3
LPL Financial
3
LPL Financial
California
$9.88M
4
SAM
4
Synergy Asset Management
Washington
$3.26M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.62M

Top Sellers

1
WWM
1
WJ Wealth Management
Arizona
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.68M
3
BAM
3
Belpointe Asset Management
Nevada
$0
4
ISL
4
Ingalls & Snyder LLC
New York
$379K
5
AAS
5
Ameritas Advisory Services
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$477K 7,463 +5,286 +243%
ISL
27
Ingalls & Snyder LLC
New York
$379K 5,921 -6,000 -50%
WC
28
Weil Company
California
$339K 5,300 – –
LCGC
29
Legacy Capital Group California
California
$321K 5,011 +587 +13%
FAM
30
Formidable Asset Management
Ohio
$317K 4,961 +4,961 New
OWA
31
Opal Wealth Advisors
New York
$285K 4,450 +420 +10%
SGCA
32
Steel Grove Capital Advisors
Tennessee
$271K 4,252 +4,252 New
SA
33
Sanctuary Advisors
Indiana
$242K 3,509 +3,509 New
JIP
34
Jaffetilchin Investment Partners
Florida
$197K 3,077 +3,077 New
GWS
35
Glassman Wealth Services
Virginia
$175K 2,740 +2,740 New
JWA
36
JFS Wealth Advisors
Pennsylvania
$170K 2,655 +2,655 New
CAL
37
Capital Analysts LLC
Pennsylvania
$85K 1,336 +1,336 New
CFGS
38
Concourse Financial Group Securities
Alabama
$47.4K 741 – –
PTC
39
Private Trust Company
Ohio
$11.9K 186 +186 New
CA
40
CoreCap Advisors
Michigan
$6.4K 100 – –
NMG
41
New Millennium Group
Utah
$5.25K 82 – –
IA
42
IFP Advisors
Florida
$3.9K 61 +61 New
S
43
SignatureFD
Georgia
$1.92K 30 +30 New
VWM
44
Venturi Wealth Management
Texas
$1.41K 22 +22 New
DFA
45
DHJJ Financial Advisors
Illinois
$640 10 – –
IAIM
46
International Assets Investment Management
Florida
$287 18,360 +18,360 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$128 2 +2 New
Wells Fargo
48
Wells Fargo
California
$99 2 +1 +100%
Morgan Stanley
49
Morgan Stanley
New York
$90 1 – –
WWM
50
WJ Wealth Management
Arizona
– – -72,158 Closed
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2
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