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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
BCA
76
Bay Colony Advisors
Massachusetts
$204K -$35.1K -505 -16%
HWP
77
Highline Wealth Partners
California
$180K +$13.9K +200 +9%
JWA
78
JFS Wealth Advisors
Pennsylvania
$113K -$110K -1,580 -51%
PWA
79
Principia Wealth Advisory
Texas
$107K -$13.1K -189 -12%
Morgan Stanley
80
Morgan Stanley
New York
$104K +$74.3K +1,070 +349%
CAL
81
Capital Analysts LLC
Pennsylvania
$101K
AAS
82
Ameritas Advisory Services
Nebraska
$84.1K -$257K -3,699 -77%
GWSG
83
GPS Wealth Strategies Group
Colorado
$70.5K +$64.8K +933 New
PTC
84
Private Trust Company
Ohio
$63.7K +$26K +375 +80%
HI
85
Harbour Investments
Wisconsin
$42.3K +$22.6K +326 +139%
IA
86
IFP Advisors
Florida
$22.4K +$6.25K +90 +44%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$8.32K +$7.64K +110 New
ACA
88
Aptus Capital Advisors
Alabama
$5.29K +$3.12K +45 +180%
AIP
89
Ameritas Investment Partners
Nebraska
$3.43K
AssetMark Inc
90
AssetMark Inc
California
$2.72K -$555 -8 -18%
NMG
91
New Millennium Group
Utah
$1.97K
DFA
92
DHJJ Financial Advisors
Illinois
$756
FS
93
Financially Speaking
Colorado
$680 +$625 +9 New
Fidelity Investments
94
Fidelity Investments
Massachusetts
$227 +$208 +3 New
Wells Fargo
95
Wells Fargo
California
$36 -$104K -1,505 Closed
UBS Group
96
UBS Group
Switzerland
-$725K -11,222 Closed
Jane Street
97
Jane Street
New York
-$401K -6,204 Closed
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
-$395K -6,116 Closed
Ameriprise
99
Ameriprise
Minnesota
-$312K -4,826 Closed
JP Morgan Chase
100
JP Morgan Chase
New York
-$12K -186 Closed

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.