UTES icon

Virtus Reaves Utilities ETF
UTES

Overview Fund Activity

92 hedge funds and large institutions have $244M 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, 17 reducing their positions, and 7 closing their positions.

Holders
92
Holders Change
+12
Holders Change %
+15%
% 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
21
Increased
45
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Mainstay Capital Management
Michigan
$19.9M
2
LPL Financial
2
LPL Financial
California
$42.8M
3
Bank of America
3
Bank of America
North Carolina
$6.21M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$20M
5
PCP
5
Proficio Capital Partners
Massachusetts
$3.58M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.59M
2
UBS Group
2
UBS Group
Switzerland
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.38M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.19M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
51
Kingsview Wealth Management
Oregon
$444K 5,878 +948 +19%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$441K 5,839 +952 +19%
FHC
53
First Heartland Consultants
Missouri
$431K 5,705 +1,176 +26%
RMF
54
Red Mountain Financial
Colorado
$415K 5,489 +5,489 New
WC
55
Weil Company
California
$401K 5,300 – –
DAS
56
Dynamic Advisor Solutions
Arizona
$392K 5,179 +5,179 New
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$366K 4,841 -1,350 -22%
GWS
58
Glassman Wealth Services
Virginia
$352K 4,652 +695 +18%
ISL
59
Ingalls & Snyder LLC
New York
$334K 4,421 – –
JIP
60
Jaffetilchin Investment Partners
Florida
$331K 4,381 +330 +8%
FCMA
61
Foresight Capital Management Advisors
Michigan
$328K 4,345 +4,345 New
BCM
62
Brookstone Capital Management
Illinois
$320K 4,233 -4,510 -52%
GTAM
63
Global Trust Asset Management
Florida
$319K 4,220 +3,620 +603%
EFS
64
Essex Financial Services
Connecticut
$311K 4,118 +4,118 New
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$311K 4,114 – –
TFS
66
Thoroughbred Financial Services
Tennessee
$292K 3,864 +742 +24%
OWA
67
Opal Wealth Advisors
New York
$291K 3,848 +196 +5%
RL
68
Retireful LLC
Michigan
$287K 3,800 +3,800 New
BCI
69
Brinker Capital Investments
Pennsylvania
$276K 3,651 +3,651 New
FAM
70
Formidable Asset Management
Ohio
$269K 4,161 – –
IA
71
IAM Advisory
Pennsylvania
$228K 3,013 +3,013 New
WANY
72
Wealthspire Advisors (New York)
New York
$225K 2,974 +2,974 New
Raymond James Financial
73
Raymond James Financial
Florida
$204K 2,696 +2,696 New
BCA
74
Bay Colony Advisors
Massachusetts
$204K 2,695 -505 -16%
HWP
75
Highline Wealth Partners
California
$180K 2,380 +200 +9%
1 2
3
4