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Virtus Reaves Utilities ETF

182 hedge funds and large institutions have $857M invested in Virtus Reaves Utilities ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 81 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

69% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 48

8% more funds holding

Funds holding: 169182 (+13)

0.58% less ownership

Funds ownership: 62%61.43% (-0.58%)

3% less capital invested

Capital invested by funds: $881M → $857M (-$24.6M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
182
Holders Change
+13
Holders Change %
+7.69%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
37
Increased
81
Reduced
48
Closed
17
Calls
$4.73M
Puts
Net Calls
+$4.73M
Net Calls Change
+$4.52M
Name Holding Trade Value Shares
Change
Change in
Stake
HH
76
Hilltop Holdings
Texas
$1.06M -$140K -1,743 -12%
AWA
77
Arkadios Wealth Advisors
Georgia
$1.03M +$42.1K +524 +4%
SA
78
Sanctuary Advisors
Indiana
$978K -$2.33K -29 -0.2%
RIA
79
Rhodes Investment Advisors
Texas
$975K +$155K +1,930 +19%
Jane Street
80
Jane Street
New York
$905K -$2.44M -30,399 -73%
SG
81
StoneX Group
New York
$881K +$20.4K +254 +2%
FA
82
Fiduciary Alliance
South Carolina
$826K +$24.9K +310 +3%
RFA
83
Resurgent Financial Advisors
Georgia
$815K +$26.4K +329 +3%
AFP
84
Ausdal Financial Partners
Iowa
$812K +$178K +2,214 +28%
BPA
85
Beacon Pointe Advisors
California
$802K +$39.1K +487 +5%
SWP
86
Stratos Wealth Partners
Ohio
$792K +$119K +1,480 +18%
NWM
87
Nova Wealth Management
Florida
$762K +$124K +1,541 +19%
SF
88
Summit Financial
New Jersey
$720K +$56.2K +700 +8%
Mariner
89
Mariner
Kansas
$711K +$134K +1,674 +23%
CPIG
90
Chicago Partners Investment Group
Illinois
$708K +$34.1K +425 +5%
KAS
91
KPP Advisory Services
Kentucky
$706K +$211K +2,629 +42%
PAS
92
Park Avenue Securities
New York
$702K +$332K +4,132 +89%
KWM
93
Kingsview Wealth Management
Oregon
$693K -$2.01K -25 -0.3%
BPFA
94
Barnes Pettey Financial Advisors
Mississippi
$689K +$474K +5,906 +218%
NS
95
NBC Securities
Alabama
$683K -$30.4K -379 -4%
SWM
96
Spire Wealth Management
Virginia
$673K -$177K -2,200 -21%
Wells Fargo
97
Wells Fargo
California
$641K +$603K +7,504 +1,454%
BFG
98
Berger Financial Group
Minnesota
$636K +$230K +2,866 +56%
TA
99
TrueWealth Advisors
Alabama
$621K +$29.4K +366 +5%
MCM
100
MAI Capital Management
Ohio
$609K +$159K +1,981 +35%

UTES Hedge Fund Activity: Q1 2026 in Review

182 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q1 2026, worth a combined $857M — down 2.8% from $881M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UTES positions and 17 closed out — a net gain of 20 holders — while 81 added to existing stakes and 48 trimmed.

The largest buyer was Bank of America, adding an estimated $23.5M. The largest seller was JP Morgan Chase, cutting an estimated $102M.

  • 182 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q1 2026, up from 169 in Q4 2025.
  • Funds reported $857M of Virtus Reaves Utilities ETF stock for Q1 2026, down 2.8% quarter-over-quarter.
  • 37 funds opened new Virtus Reaves Utilities ETF positions in Q1 2026 and 17 closed out, a net change of +20 holders.
  • The largest Virtus Reaves Utilities ETF buyer in Q1 2026 was Bank of America, an estimated $23.5M added.
  • The largest Virtus Reaves Utilities ETF seller in Q1 2026 was JP Morgan Chase, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2026.