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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
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$597K -$2.41K -30 -0.4%
PWA
102
Phoenix Wealth Advisors
North Carolina
$589K -$884 -11 -0.1%
BPW
103
BlueDoor Private Wealth
Massachusetts
$582K -$44.6K -555 -7%
BCA
104
Bay Colony Advisors
Massachusetts
$579K +$183K +2,274 +46%
FHC
105
First Heartland Consultants
Missouri
$567K +$8.44K +105 +2%
RMF
106
Red Mountain Financial
Colorado
$564K -$8.68K -108 -2%
MA
107
Mutual Advisors
Nebraska
$540K +$38.7K +482 +8%
OPWM
108
Oregon Pacific Wealth Management
Oregon
$527K +$530K +6,599 New
Truist Financial
109
Truist Financial
North Carolina
$472K -$167K -2,073 -27%
DAS
110
Dynamic Advisor Solutions
Arizona
$467K -$3.69K -46 -0.8%
PHS
111
Pekin Hardy Strauss
Illinois
$455K +$96.4K +1,200 +27%
CIA
112
Concurrent Investment Advisors
Florida
$431K +$433K +5,394 New
WC
113
Weil Company
California
$423K
RFN
114
Redwood Financial Network
Ohio
$419K +$205K +2,550 +94%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$408K +$164K +2,045 +67%
WFA
116
Wellspring Financial Advisors
Ohio
$399K +$401K +4,990 New
MSL
117
MILLINGTON SECURITIES, LLC
New Jersey
$385K +$387K +4,819 New
WI
118
WBI Investments
New Jersey
$385K +$387K +4,819 New
LMFP
119
Larry Mathis Financial Planning
Arizona
$380K -$1.12M -13,986 -75%
TFS
120
Thoroughbred Financial Services
Tennessee
$373K +$10.3K +128 +3%
GWS
121
Glassman Wealth Services
Virginia
$372K
JIP
122
Jaffetilchin Investment Partners
Florida
$365K -$723 -9 -0.2%
OWA
123
Opal Wealth Advisors
New York
$358K +$59.7K +743 +20%
CAG
124
Csenge Advisory Group
Florida
$355K +$42.5K +529 +14%
ISL
125
Ingalls & Snyder LLC
New York
$353K

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.