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Virtus Reaves Utilities ETF
UTES

129 hedge funds and large institutions have $643M invested in Virtus Reaves Utilities ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 51 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

529% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 7

158% more capital invested

Capital invested by funds: $249M → $643M (+$394M)

143% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 21

37% more funds holding

Funds holding: 94 → 129 (+35)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

23.91% less ownership

Funds ownership: 83.41% → 59.5% (-24%)

Holders
129
Holders Change
+35
Holders Change %
+37.23%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
44
Increased
51
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$215M
2
LPL Financial
LPL Financial
California
+$23.5M
3
UBS Group
UBS Group
Switzerland
+$17.7M
4
AWM
Aprio Wealth Management
Georgia
+$14.2M
5
Bank of America
Bank of America
North Carolina
+$12.4M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
-$10.9M
2
PCP
Proficio Capital Partners
Massachusetts
-$3.58M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.42M
5
WWP
Wise Wealth Partners
Arizona
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
51
Sanctuary Advisors
Indiana
$1.09M +$205K +2,579 +25%
AWA
52
Arkadios Wealth Advisors
Georgia
$991K +$461K +5,794 +95%
SG
53
StoneX Group
New York
$886K -$22.2K -279 -3%
NS
54
NBC Securities
Alabama
$756K +$16.2K +204 +2%
RFA
55
Resurgent Financial Advisors
Georgia
$694K +$662K +8,317 New
CPIG
56
Chicago Partners Investment Group
Illinois
$688K +$91.5K +1,150 +16%
PAG
57
Private Advisor Group
New Jersey
$681K +$650K +8,164 New
FA
58
Fiduciary Alliance
South Carolina
$678K +$647K +8,129 New
SWM
59
Spire Wealth Management
Virginia
$663K +$633K +7,950 New
RMF
60
Red Mountain Financial
Colorado
$638K +$172K +2,157 +39%
NWM
61
Nova Wealth Management
Florida
$638K +$4.77K +60 +0.8%
SF
62
Summit Financial
New Jersey
$627K +$598K +7,512 New
TA
63
TrueWealth Advisors
Alabama
$621K +$5.01K +63 +0.9%
SA
64
Sovran Advisors
California
$610K +$579K +7,278 New
PWA
65
Phoenix Wealth Advisors
North Carolina
$605K +$577K +7,247 New
Mariner
66
Mariner
Kansas
$603K +$2.07K +26 +0.4%
FHC
67
First Heartland Consultants
Missouri
$572K +$91.9K +1,155 +20%
BPA
68
Beacon Pointe Advisors
California
$565K +$538K +6,765 New
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$543K +$53.1K +668 +11%
WANY
70
Wealthspire Advisors (New York)
New York
$542K +$280K +3,518 +118%
GTAM
71
Global Trust Asset Management
Florida
$537K +$176K +2,210 +52%
DAS
72
Dynamic Advisor Solutions
Arizona
$488K +$53.2K +669 +13%
MA
73
Mutual Advisors
Nebraska
$484K +$460K +5,780 New
KWM
74
Kingsview Wealth Management
Oregon
$466K -$23.6K -297 -5%
PHS
75
Pekin Hardy Strauss
Illinois
$451K -$39.8K -500 -8%
1 2
3
4 5

UTES Hedge Fund Activity: Q3 2025 in Review

129 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q3 2025, worth a combined $643M — up 158% from $249M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UTES positions and 7 closed out — a net gain of 37 holders — while 51 added to existing stakes and 21 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $215M. The largest seller was Mainstay Capital Management, cutting an estimated $10.9M.

  • 129 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q3 2025, up from 94 in Q2 2025.
  • Funds reported $643M of Virtus Reaves Utilities ETF stock for Q3 2025, up 158% quarter-over-quarter.
  • 44 funds opened new Virtus Reaves Utilities ETF positions in Q3 2025 and 7 closed out, a net change of +37 holders.
  • The largest Virtus Reaves Utilities ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $215M added.
  • The largest Virtus Reaves Utilities ETF seller in Q3 2025 was Mainstay Capital Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2025.