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Virtus Reaves Utilities ETF
UTES

Overview Fund Activity

93 hedge funds and large institutions have $246M 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, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+13
Holders Change %
+16.25%
% of All Funds
1.25%
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
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
Mainstay Capital Management
Michigan
+$19.9M
2
LPL Financial
LPL Financial
California
+$19.5M
3
Bank of America
Bank of America
North Carolina
+$6.21M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.84M
5
PCP
Proficio Capital Partners
Massachusetts
+$3.58M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.14M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$837K
3
UBS Group
UBS Group
Switzerland
-$725K
4
Citadel Advisors
Citadel Advisors
Florida
-$635K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$444K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.19M -$444K -5,871 -17%
KWA
27
Kingswood Wealth Advisors
California
$2.09M -$46K -609 -2%
MML Investors Services
28
MML Investors Services
Massachusetts
$2.03M +$880K +11,637 +77%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.84M -$837K -11,074 -31%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.59M -$1.14M -16,845 -42%
WWP
31
Wise Wealth Partners
Arizona
$1.57M +$1.57M +20,804 New
BAM
32
Belpointe Asset Management
Nevada
$1.5M +$631K +8,343 +72%
OPA
33
Old Port Advisors
Maine
$1.46M +$346K +4,578 +31%
CWM
34
Comprehensive Wealth Management
Washington
$1.28M +$6.05K +80 +0.5%
SCM
35
Sunbeam Capital Management
Georgia
$1.27M +$613K +8,106 +94%
BEI
36
Benjamin Edwards Inc
Missouri
$1.15M +$307K +4,055 +37%
AWP
37
Atlas Wealth Partners
Pennsylvania
$1.14M +$88.8K +1,175 +8%
PS
38
Principal Securities
Iowa
$851K +$82K +1,085 +11%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$834K +$127K +1,686 +18%
SG
40
StoneX Group
New York
$823K +$9.07K +120 +1%
KAS
41
Kestra Advisory Services
Texas
$807K +$807K +10,680 New
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$787K +$787K +10,409 New
NS
43
NBC Securities
Alabama
$669K – – –
NWM
44
Nova Wealth Management
Florida
$573K +$3.7K +49 +0.7%
TA
45
TrueWealth Advisors
Alabama
$558K +$30.8K +408 +6%
CPIG
46
Chicago Partners Investment Group
Illinois
$556K +$556K +7,000 New
PFS
47
Prospera Financial Services
Texas
$550K +$162K +2,137 +42%
Mariner
48
Mariner
Kansas
$544K +$117K +1,541 +27%
SPIA
49
Steward Partners Investment Advisory
New York
$495K +$22.7K +300 +5%
AWA
50
Arkadios Wealth Advisors
Georgia
$460K +$33.9K +449 +8%
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