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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
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$2.47M +$543K +6,756 +28%
SAW
52
Signal Advisors Wealth
Michigan
$2.06M +$1.39M +17,345 +206%
ARG
53
Advisory Resource Group
Oklahoma
$2.05M -$974K -12,127 -32%
APA
54
Astoria Portfolio Advisors
New York
$2M +$80.5K +1,002 +4%
PAG
55
Private Advisor Group
New Jersey
$1.99M -$74.6K -929 -4%
PFS
56
Prospera Financial Services
Texas
$1.99M -$105K -1,312 -5%
CWM
57
Comprehensive Wealth Management
Washington
$1.96M +$127K +1,586 +7%
VI
58
Vestcor Inc
New Brunswick, Canada
$1.91M +$1.92M +23,900 New
PS
59
Principal Securities
Iowa
$1.87M -$249K -3,103 -12%
KWA
60
Kingswood Wealth Advisors
California
$1.8M -$735K -9,153 -29%
BEI
61
Benjamin Edwards Inc
Missouri
$1.78M +$109K +1,360 +7%
OPA
62
Old Port Advisors
Maine
$1.74M +$27K +336 +2%
KAS
63
Kestra Advisory Services
Texas
$1.74M +$244K +3,033 +16%
SCM
64
Sunbeam Capital Management
Georgia
$1.71M +$143K +1,786 +9%
P
65
&Partners
Tennessee
$1.66M +$509K +6,333 +44%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.64M +$681K +8,473 +70%
HA
67
Heffernan Advisory
Arizona
$1.6M
VWWMG
68
Vermillion & White Wealth Management Group
Pennsylvania
$1.46M +$1.47M +18,254 New
TFA
69
Transamerica Financial Advisors
Florida
$1.36M -$129K -1,604 -9%
BAM
70
Belpointe Asset Management
Nevada
$1.24M +$418K +5,204 +51%
SPC
71
Sigma Planning Corp
Michigan
$1.15M +$535K +6,658 +86%
AWP
72
Atlas Wealth Partners
Pennsylvania
$1.15M -$135K -1,680 -10%
Citadel Advisors
73
Citadel Advisors
Florida
$1.14M +$1.15M +14,309 New
FFL
74
Financial Freedom LLC
Ohio
$1.08M +$1.09M +13,537 New
EFG
75
Elm3 Financial Group
Georgia
$1.06M +$79.9K +995 +8%

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.