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Virtus Reaves Utilities ETF

169 hedge funds and large institutions have $881M invested in Virtus Reaves Utilities ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 10

163% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 30

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

37% more capital invested

Capital invested by funds: $643M → $881M (+$239M)

31% more funds holding

Funds holding: 129169 (+40)

2.5% more ownership

Funds ownership: 59.5%62% (+2.5%)

Holders
169
Holders Change
+40
Holders Change %
+31.01%
% of All Funds
2.06%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
50
Increased
79
Reduced
30
Closed
10
Calls
$213K
Puts
Net Calls
+$213K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Comprehensive Wealth Management
Washington
$1.81M +$198K +2,401 +12%
OPA
52
Old Port Advisors
Maine
$1.69M +$90.2K +1,094 +5%
BEI
53
Benjamin Edwards Inc
Missouri
$1.65M +$61.9K +750 +4%
HA
54
Heffernan Advisory
Arizona
$1.59M +$1.66M +20,086 New
NA
55
NewEdge Advisors
Louisiana
$1.56M +$1.45M +17,557 +788%
SCM
56
Sunbeam Capital Management
Georgia
$1.55M -$79.2K -960 -5%
LMFP
57
Larry Mathis Financial Planning
Arizona
$1.48M +$1.55M +18,741 New
KAS
58
Kestra Advisory Services
Texas
$1.48M +$166K +2,017 +12%
TFA
59
Transamerica Financial Advisors
Florida
$1.47M +$1.54M +18,634 New
AWP
60
Atlas Wealth Partners
Pennsylvania
$1.27M -$76.2K -924 -5%
HH
61
Hilltop Holdings
Texas
$1.19M +$1M +12,142 +422%
P
62
&Partners
Tennessee
$1.14M +$1.19M +14,463 New
AWA
63
Arkadios Wealth Advisors
Georgia
$976K +$39.5K +479 +4%
EFG
64
Elm3 Financial Group
Georgia
$972K +$1.02M +12,311 New
SA
65
Sanctuary Advisors
Indiana
$968K -$61.3K -743 -6%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$954K -$4.05M -49,100 -80%
SG
67
StoneX Group
New York
$851K +$13.2K +160 +2%
SWM
68
Spire Wealth Management
Virginia
$839K +$221K +2,675 +34%
BAM
69
Belpointe Asset Management
Nevada
$811K -$524K -6,351 -38%
RIA
70
Rhodes Investment Advisors
Texas
$811K +$847K +10,270 New
RFA
71
Resurgent Financial Advisors
Georgia
$779K +$128K +1,552 +19%
BCI
72
Brinker Capital Investments
Pennsylvania
$769K +$583K +7,066 +265%
FA
73
Fiduciary Alliance
South Carolina
$764K +$128K +1,550 +19%
BPA
74
Beacon Pointe Advisors
California
$754K +$230K +2,787 +41%
NS
75
NBC Securities
Alabama
$705K -$11K -133 -1%