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Virtus Reaves Utilities ETF
UTES

129 hedge funds and large institutions have $643M invested in Virtus Reaves Utilities ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 51 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

529% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 7

158% more capital invested

Capital invested by funds: $249M → $643M (+$394M)

143% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 21

37% more funds holding

Funds holding: 94 → 129 (+35)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

23.91% less ownership

Funds ownership: 83.41% → 59.5% (-24%)

Holders
129
Holders Change
+35
Holders Change %
+37.23%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
44
Increased
51
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$215M
2
LPL Financial
LPL Financial
California
+$23.5M
3
UBS Group
UBS Group
Switzerland
+$17.7M
4
AWM
Aprio Wealth Management
Georgia
+$14.2M
5
Bank of America
Bank of America
North Carolina
+$12.4M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
-$10.9M
2
PCP
Proficio Capital Partners
Massachusetts
-$3.58M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.42M
5
WWP
Wise Wealth Partners
Arizona
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$186K +$177K +2,229 New
DI
102
DAGCO Inc
Ohio
$159K +$152K +1,907 New
JWA
103
JFS Wealth Advisors
Pennsylvania
$125K – – –
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$124K +$118K +1,482 New
Morgan Stanley
105
Morgan Stanley
New York
$115K -$80 -1 -0.1%
BPAMU
106
BTG Pactual Asset Management US
New York
$111K +$106K +1,333 New
CAL
107
Capital Analysts LLC
Pennsylvania
$111K – – –
PWA
108
Principia Wealth Advisory
Texas
$106K -$12.4K -156 -11%
GWSG
109
GPS Wealth Strategies Group
Colorado
$77.8K – – –
HNB
110
Huntington National Bank
Ohio
$57K – – –
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$56.7K +$54K +679 New
HI
112
Harbour Investments
Wisconsin
$46.8K – – –
Wells Fargo
113
Wells Fargo
California
$41.8K +$39.9K +501 New
PTC
114
Private Trust Company
Ohio
$35K -$33.7K -423 -50%
IA
115
IFP Advisors
Florida
$29.6K +$4.69K +59 +20%
Jones Financial Companies
116
Jones Financial Companies
Missouri
$27.6K +$26.4K +332 New
AA
117
Ancora Advisors
Ohio
$20.4K +$19.5K +245 New
CFD
118
Creative Financial Designs
Indiana
$10K +$9.55K +120 New
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$9.18K – – –
ACA
120
Aptus Capital Advisors
Alabama
$9.18K +$3.18K +40 +57%
DJSG
121
D.J. St. Germain
Massachusetts
$8.34K +$7.96K +100 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.49K +69 New
Comerica Bank
123
Comerica Bank
Texas
$5.17K +$4.93K +62 New
AIP
124
Ameritas Investment Partners
Nebraska
$3.79K – – –
AssetMark Inc
125
AssetMark Inc
California
$3K – – –
2 3 4
5
6

UTES Hedge Fund Activity: Q3 2025 in Review

129 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q3 2025, worth a combined $643M — up 158% from $249M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UTES positions and 7 closed out — a net gain of 37 holders — while 51 added to existing stakes and 21 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $215M. The largest seller was Mainstay Capital Management, cutting an estimated $10.9M.

  • 129 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q3 2025, up from 94 in Q2 2025.
  • Funds reported $643M of Virtus Reaves Utilities ETF stock for Q3 2025, up 158% quarter-over-quarter.
  • 44 funds opened new Virtus Reaves Utilities ETF positions in Q3 2025 and 7 closed out, a net change of +37 holders.
  • The largest Virtus Reaves Utilities ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $215M added.
  • The largest Virtus Reaves Utilities ETF seller in Q3 2025 was Mainstay Capital Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2025.