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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 %
PHS
51
Pekin Hardy Strauss
Illinois
$446K +$174K +2,300 +64%
KWM
52
Kingsview Wealth Management
Oregon
$444K +$71.7K +948 +19%
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$441K +$72K +952 +19%
FHC
54
First Heartland Consultants
Missouri
$431K +$88.9K +1,176 +26%
RMF
55
Red Mountain Financial
Colorado
$415K +$415K +5,489 New
WC
56
Weil Company
California
$401K – – –
DAS
57
Dynamic Advisor Solutions
Arizona
$392K +$392K +5,179 New
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$366K -$102K -1,350 -22%
GWS
59
Glassman Wealth Services
Virginia
$352K +$52.5K +695 +18%
ISL
60
Ingalls & Snyder LLC
New York
$334K – – –
JIP
61
Jaffetilchin Investment Partners
Florida
$331K +$24.9K +330 +8%
FCMA
62
Foresight Capital Management Advisors
Michigan
$328K +$328K +4,345 New
BCM
63
Brookstone Capital Management
Illinois
$320K -$341K -4,510 -52%
GTAM
64
Global Trust Asset Management
Florida
$319K +$274K +3,620 +603%
EFS
65
Essex Financial Services
Connecticut
$311K +$311K +4,118 New
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$311K – – –
TFS
67
Thoroughbred Financial Services
Tennessee
$292K +$56.1K +742 +24%
OWA
68
Opal Wealth Advisors
New York
$291K +$14.8K +196 +5%
RL
69
Retireful LLC
Michigan
$287K +$287K +3,800 New
BCI
70
Brinker Capital Investments
Pennsylvania
$276K +$276K +3,651 New
FAM
71
Formidable Asset Management
Ohio
$269K – – –
IA
72
IAM Advisory
Pennsylvania
$228K +$228K +3,013 New
WANY
73
Wealthspire Advisors (New York)
New York
$225K +$225K +2,974 New
Raymond James Financial
74
Raymond James Financial
Florida
$204K +$204K +2,696 New
BCA
75
Bay Colony Advisors
Massachusetts
$204K -$38.2K -505 -16%
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