UTES icon

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 %
HWP
76
Highline Wealth Partners
California
$180K +$15.1K +200 +9%
JWA
77
JFS Wealth Advisors
Pennsylvania
$113K -$119K -1,580 -51%
PWA
78
Principia Wealth Advisory
Texas
$107K -$14.3K -189 -12%
Morgan Stanley
79
Morgan Stanley
New York
$104K +$80.9K +1,070 +349%
CAL
80
Capital Analysts LLC
Pennsylvania
$101K – – –
AAS
81
Ameritas Advisory Services
Nebraska
$84.1K -$280K -3,699 -77%
GWSG
82
GPS Wealth Strategies Group
Colorado
$70.5K +$70.5K +933 New
PTC
83
Private Trust Company
Ohio
$63.7K +$28.4K +375 +80%
HI
84
Harbour Investments
Wisconsin
$42.3K +$24.6K +326 +139%
IA
85
IFP Advisors
Florida
$22.4K +$6.8K +90 +44%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$8.32K +$8.32K +110 New
ACA
87
Aptus Capital Advisors
Alabama
$5.29K +$3.4K +45 +180%
AIP
88
Ameritas Investment Partners
Nebraska
$3.43K – – –
AssetMark Inc
89
AssetMark Inc
California
$2.72K -$605 -8 -18%
NMG
90
New Millennium Group
Utah
$1.97K – – –
DFA
91
DHJJ Financial Advisors
Illinois
$756 – – –
FS
92
Financially Speaking
Colorado
$680 +$680 +9 New
Fidelity Investments
93
Fidelity Investments
Massachusetts
$227 +$227 +3 New
Wells Fargo
94
Wells Fargo
California
$36 -$97.2K -1,505 Closed
UBS Group
95
UBS Group
Switzerland
– -$725K -11,222 Closed
Jane Street
96
Jane Street
New York
– -$401K -6,204 Closed
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
– -$395K -6,116 Closed
Ameriprise
98
Ameriprise
Minnesota
– -$312K -4,826 Closed
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
– -$12K -186 Closed
GWSA
100
Global Wealth Strategies & Associates
Colorado
– -$4.26K -66 Closed
1 2 3
4