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Virtus Reaves Utilities ETF
UTES

94 hedge funds and large institutions have $249M invested in Virtus Reaves Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

171% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 17

68% more capital invested

Capital invested by funds: $148M → $249M (+$100M)

45.47% more ownership

Funds ownership: 37.95% → 83.41% (+45%)

18% more funds holding

Funds holding: 80 → 94 (+14)

Holders
94
Holders Change
+14
Holders Change %
+17.5%
% 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
22
Increased
46
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCP
Proficio Capital Partners
Massachusetts
+$195M
2
MCM
Mainstay Capital Management
Michigan
+$18.2M
3
LPL Financial
LPL Financial
California
+$17.9M
4
Bank of America
Bank of America
North Carolina
+$5.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.52M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$769K
2
UBS Group
UBS Group
Switzerland
-$725K
3
Citadel Advisors
Citadel Advisors
Florida
-$583K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$408K
5
Jane Street
Jane Street
New York
-$401K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$2.27M +$2.09M +30,034 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.19M -$408K -5,871 -17%
KWA
28
Kingswood Wealth Advisors
California
$2.09M -$42.3K -609 -2%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.02M +$808K +11,637 +77%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.84M -$769K -11,074 -31%
WWP
31
Wise Wealth Partners
Arizona
$1.57M +$1.44M +20,804 New
BAM
32
Belpointe Asset Management
Nevada
$1.5M +$579K +8,343 +72%
OPA
33
Old Port Advisors
Maine
$1.46M +$318K +4,578 +31%
CWM
34
Comprehensive Wealth Management
Washington
$1.28M +$5.55K +80 +0.5%
SCM
35
Sunbeam Capital Management
Georgia
$1.27M +$563K +8,106 +94%
BEI
36
Benjamin Edwards Inc
Missouri
$1.15M +$282K +4,055 +37%
AWP
37
Atlas Wealth Partners
Pennsylvania
$1.14M +$81.6K +1,175 +8%
PS
38
Principal Securities
Iowa
$851K +$75.3K +1,085 +11%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$834K +$117K +1,686 +18%
SG
40
StoneX Group
New York
$823K +$8.33K +120 +1%
KAS
41
Kestra Advisory Services
Texas
$807K +$741K +10,680 New
SA
42
Sanctuary Advisors
Indiana
$789K +$724K +10,430 New
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$787K +$723K +10,409 New
NS
44
NBC Securities
Alabama
$669K – – –
NWM
45
Nova Wealth Management
Florida
$573K +$3.4K +49 +0.7%
TA
46
TrueWealth Advisors
Alabama
$558K +$28.3K +408 +6%
CPIG
47
Chicago Partners Investment Group
Illinois
$556K +$486K +7,000 New
PFS
48
Prospera Financial Services
Texas
$550K +$148K +2,137 +42%
Mariner
49
Mariner
Kansas
$544K +$107K +1,541 +27%
SPIA
50
Steward Partners Investment Advisory
New York
$495K +$20.8K +300 +5%
1
2
3 4 5

UTES Hedge Fund Activity: Q2 2025 in Review

94 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q2 2025, worth a combined $249M — up 68% from $148M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UTES positions and 7 closed out — a net gain of 15 holders — while 46 added to existing stakes and 17 trimmed.

The largest buyer was Proficio Capital Partners, opening a new position worth an estimated $195M. The largest seller was Susquehanna International Group, cutting an estimated $769K.

  • 94 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q2 2025, up from 80 in Q1 2025.
  • Funds reported $249M of Virtus Reaves Utilities ETF stock for Q2 2025, up 68% quarter-over-quarter.
  • 22 funds opened new Virtus Reaves Utilities ETF positions in Q2 2025 and 7 closed out, a net change of +15 holders.
  • The largest Virtus Reaves Utilities ETF buyer in Q2 2025 was Proficio Capital Partners, an estimated $195M added.
  • The largest Virtus Reaves Utilities ETF seller in Q2 2025 was Susquehanna International Group, an estimated $769K sold.

Based on aggregated 13F filings for Q2 2025.