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Virtus Reaves Utilities ETF
UTES

126 hedge funds and large institutions have $631M invested in Virtus Reaves Utilities ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 50 increasing their positions, 19 reducing their positions, and 7 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

24.85% less ownership

Funds ownership: 83.27% → 58.42% (-25%)

Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$225M
2
+$24.6M
3
+$18.5M
4
AWM
Aprio Wealth Management
Georgia
+$14.9M
5
Bank of America
Bank of America
North Carolina
+$13M

Top Sellers

1
-$3.58M
2
-$2.38M
3
-$1.49M
4
WWP
Wise Wealth Partners
Arizona
-$1.43M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$781K
Name Holding Trade Value Shares
Change 		Change in
Stake
BW
26
BostonPremier Wealth
Massachusetts
$3.84M
MA
27
MONECO Advisors
Connecticut
$3.71M
VAS
28
Valicenti Advisory Services
New York
$3.42M
ARG
29
Advisory Resource Group
Oklahoma
$3.11M
CCFM
30
Clear Creek Financial Management
Washington
$3.09M
GIA
31
Gladstone Institutional Advisory
Florida
$3.08M
PI
32
PFG Investments
New York
$3.06M
SGCA
33
Steel Grove Capital Advisors
Tennessee
$2.93M
SPIA
34
Steward Partners Investment Advisory
New York
$2.78M
HighTower Advisors
35
HighTower Advisors
Illinois
$2.53M
KWA
36
Kingswood Wealth Advisors
California
$2.51M
CBA
37
Coastal Bridge Advisors
Connecticut
$2.45M
PFS
38
Prospera Financial Services
Texas
$2.23M
PS
39
Principal Securities
Iowa
$2.16M
TCG
40
Transcendent Capital Group
Oklahoma
$1.87M
SCM
41
Sunbeam Capital Management
Georgia
$1.72M
CWM
42
Comprehensive Wealth Management
Washington
$1.71M
OPA
43
Old Port Advisors
Maine
$1.7M
BEI
44
Benjamin Edwards Inc
Missouri
$1.68M
Corient Private Wealth
45
Corient Private Wealth
Florida
$1.58M
AWP
46
Atlas Wealth Partners
Pennsylvania
$1.41M
KAS
47
Kestra Advisory Services
Texas
$1.39M
BAM
48
Belpointe Asset Management
Nevada
$1.39M
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.16M
AWA
50
Arkadios Wealth Advisors
Georgia
$991K
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