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Virtus Reaves Utilities ETF
UTES

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: 169 → 182 (+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: 6 → 4 (-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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$23.5M
2
MYIA
Mount Yale Investment Advisors
Colorado
+$15.9M
3
VAS
Vestmark Advisory Solutions
Massachusetts
+$15.7M
4
Two Sigma Investments
Two Sigma Investments
New York
+$8.89M
5
LWP
LeClair Wealth Partners
Ohio
+$6.03M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$102M
2
UBS Group
UBS Group
Switzerland
-$28.7M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$10.7M
4
GVAG
Great Valley Advisor Group
Delaware
-$8.13M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$5.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
126
Simplex Trading
Illinois
$334K +$319K +3,973 +1,948%
KA
127
Kovack Advisors
Florida
$324K -$2.57K -32 -0.8%
Corient Private Wealth
128
Corient Private Wealth
Florida
$289K -$2.91M -36,182 -91%
FCMA
129
Foresight Capital Management Advisors
Michigan
$287K -$1.69K -21 -0.6%
WWM
130
Western Wealth Management
Colorado
$276K +$26.9K +335 +11%
SAM
131
Secure Asset Management
Michigan
$270K +$36.1K +449 +15%
SFA
132
Sequoia Financial Advisors
Ohio
$264K +$1.04K +13 +0.4%
AWA
133
Acorn Wealth Advisors
Michigan
$264K +$266K +3,306 New
WWP
134
Wise Wealth Partners
Arizona
$261K +$803 +10 +0.3%
PTC
135
Private Trust Company
Ohio
$255K -$17.7K -220 -6%
HWP
136
Hibernia Wealth Partners
Louisiana
$255K +$482 +6 +0.2%
CSP
137
Cary Street Partners
Virginia
$253K – – –
IAA
138
Independent Advisor Alliance
North Carolina
$243K +$244K +3,041 New
Cerity Partners
139
Cerity Partners
New York
$231K +$233K +2,895 New
HWP
140
Highline Wealth Partners
California
$219K -$6.83K -85 -3%
MCM
141
Mainstay Capital Management
Michigan
$211K -$9.64K -120 -4%
SI
142
Stephens Inc
Arkansas
$206K +$207K +2,580 New
GWM
143
Greenwich Wealth Management
Connecticut
$202K +$203K +2,531 New
KG
144
Kieckhefer Group
Wisconsin
$201K +$202K +2,510 New
MAS
145
MPWM Advisory Solutions
Georgia
$156K +$157K +1,958 New
CF
146
Centaurus Financial
California
$146K +$6.27K +78 +4%
JWA
147
JFS Wealth Advisors
Pennsylvania
$139K – – –
BCWM
148
Bartlett & Co Wealth Management
Ohio
$135K +$129K +1,600 New
CAL
149
Capital Analysts LLC
Pennsylvania
$107K – – –
GTAM
150
Global Trust Asset Management
Florida
$92.7K -$88.4K -1,100 -49%
4 5
6
7 8

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.