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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
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$80K +$80.4K +1,001 New
MA
152
MCF Advisors
Kentucky
$45K +$45.2K +563 New
AF
153
Allworth Financial
California
$40K +$38K +473 +1,752%
AA
154
Ancora Advisors
Ohio
$39.5K
SIS
155
Sound Income Strategies
Florida
$37.1K +$37K +460 New
CMP
156
Coston McIsaac & Partners
Maine
$33K +$33.8K +421 New
WSFG
157
Wall Street Financial Group
Illinois
$32.4K +$32.5K +405 New
IA
158
IFP Advisors
Florida
$25.9K -$643 -8 -2%
HI
159
Harbour Investments
Wisconsin
$25.1K -$19.9K -248 -44%
ST
160
Smithfield Trust
Pennsylvania
$24K +$24.5K +305 New
FFA
161
Farther Finance Advisors
California
$20K +$19.9K +248 New
HHCP
162
Hilton Head Capital Partners
South Carolina
$19.1K +$16K +199 +498%
ACA
163
Aptus Capital Advisors
Alabama
$16.8K +$8.03K +100 +91%
CTWM
164
Cherry Tree Wealth Management
Minnesota
$10.4K +$10.4K +130 New
Federated Hermes
165
Federated Hermes
Pennsylvania
$10.1K +$10.1K +126 New
CFD
166
Creative Financial Designs
Indiana
$9.64K -$1.21K -15 -11%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$9.11K -$35K -436 -79%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$8.79K
DJSG
169
D.J. St. Germain
Massachusetts
$7.99K
TCM
170
Triumph Capital Management
Colorado
$7.99K
CPG
171
Cornerstone Planning Group
New Jersey
$6.49K +$6.19K +77 New
CWM
172
Copia Wealth Management
Oregon
$5.51K
HI
173
Horizon Investments
North Carolina
$4.16K +$2.09K +26 +100%
HNB
174
Huntington National Bank
Ohio
$3.83K
AIP
175
Ameritas Investment Partners
Nebraska
$3.66K

UTES Hedge Fund Activity: Q1 2026 in Review

182 of the 8,128 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.