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Virtus Reaves Utilities ETF

94 hedge funds and large institutions have $249M invested in Virtus Reaves Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

171% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 17

68% more capital invested

Capital invested by funds: $148M → $249M (+$100M)

45.47% more ownership

Funds ownership: 37.95%83.41% (+45%)

18% more funds holding

Funds holding: 8094 (+14)

Holders
94
Holders Change
+14
Holders Change %
+17.5%
% 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
22
Increased
46
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arkadios Wealth Advisors
Georgia
$460K +$31.2K +449 +8%
PHS
52
Pekin Hardy Strauss
Illinois
$446K +$160K +2,300 +64%
KWM
53
Kingsview Wealth Management
Oregon
$444K +$65.8K +948 +19%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$441K +$66.1K +952 +19%
FHC
55
First Heartland Consultants
Missouri
$431K +$81.6K +1,176 +26%
RMF
56
Red Mountain Financial
Colorado
$415K +$381K +5,489 New
WC
57
Weil Company
California
$401K
DAS
58
Dynamic Advisor Solutions
Arizona
$392K +$360K +5,179 New
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$366K -$93.7K -1,350 -22%
GWS
60
Glassman Wealth Services
Virginia
$352K +$48.3K +695 +18%
ISL
61
Ingalls & Snyder LLC
New York
$334K
JIP
62
Jaffetilchin Investment Partners
Florida
$331K +$22.9K +330 +8%
FCMA
63
Foresight Capital Management Advisors
Michigan
$328K +$302K +4,345 New
BCM
64
Brookstone Capital Management
Illinois
$320K -$313K -4,510 -52%
GTAM
65
Global Trust Asset Management
Florida
$319K +$251K +3,620 +603%
EFS
66
Essex Financial Services
Connecticut
$311K +$286K +4,118 New
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$311K
TFS
68
Thoroughbred Financial Services
Tennessee
$292K +$51.5K +742 +24%
OWA
69
Opal Wealth Advisors
New York
$291K +$13.6K +196 +5%
RL
70
Retireful LLC
Michigan
$287K +$264K +3,800 New
BCI
71
Brinker Capital Investments
Pennsylvania
$276K +$253K +3,651 New
FAM
72
Formidable Asset Management
Ohio
$269K
IA
73
IAM Advisory
Pennsylvania
$228K +$209K +3,013 New
WANY
74
Wealthspire Advisors (New York)
New York
$225K +$206K +2,974 New
Raymond James Financial
75
Raymond James Financial
Florida
$204K +$187K +2,696 New

UTES Hedge Fund Activity: Q2 2025 in Review

94 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q2 2025, worth a combined $249M — up 68% from $148M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UTES positions and 7 closed out — a net gain of 15 holders — while 46 added to existing stakes and 17 trimmed.

The largest buyer was Proficio Capital Partners, opening a new position worth an estimated $195M. The largest seller was Susquehanna International Group, cutting an estimated $769K.

  • 94 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q2 2025, up from 80 in Q1 2025.
  • Funds reported $249M of Virtus Reaves Utilities ETF stock for Q2 2025, up 68% quarter-over-quarter.
  • 22 funds opened new Virtus Reaves Utilities ETF positions in Q2 2025 and 7 closed out, a net change of +15 holders.
  • The largest Virtus Reaves Utilities ETF buyer in Q2 2025 was Proficio Capital Partners, an estimated $195M added.
  • The largest Virtus Reaves Utilities ETF seller in Q2 2025 was Susquehanna International Group, an estimated $769K sold.

Based on aggregated 13F filings for Q2 2025.