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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
AssetMark Inc
176
AssetMark Inc
California
$2.88K
ASN
177
Advisory Services Network
Georgia
$2.08K +$2.09K +26 New
DI
178
DAGCO Inc
Ohio
$2.01K -$101K -1,253 -98%
CFO
179
CVA Family Office
Colorado
$1.84K +$1.85K +23 New
BA
180
Ballast Advisors
Minnesota
$1.28K +$1.28K +16 New
TC
181
Trust Company
Kansas
$1.05K -$12.8K -159 -92%
DFA
182
DHJJ Financial Advisors
Illinois
$799
Citigroup
183
Citigroup
New York
$80
BCI
184
Brinker Capital Investments
Pennsylvania
-$769K -9,734 Closed
PCP
185
Proficio Capital Partners
Massachusetts
-$683K -8,645 Closed
ARC
186
Advisor Resource Council
Texas
-$395K -5,172 Closed
AWA
187
Arete Wealth Advisors
Illinois
-$402K -5,089 Closed
D.E. Shaw & Co
188
D.E. Shaw & Co
New York
-$377K -4,775 Closed
IA
189
Integrity Alliance
Iowa
-$332K -4,203 Closed
SA
190
Sovran Advisors
California
-$317K -3,858 Closed
RWA
191
Redhawk Wealth Advisors
Minnesota
-$216K -2,730 Closed
FAM
192
Formidable Asset Management
Ohio
-$209K -2,501 Closed
AWM
193
AE Wealth Management
Kansas
-$148K -1,878 Closed
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
-$53.3K -675 Closed
AC
195
AlphaCore Capital
California
-$19.7K -250 Closed
UFPG
196
United Financial Planning Group
New York
-$5.45K -69 Closed
SWP
197
Strategic Wealth Partners
Ohio
-$4.26K -54 Closed
FWA
198
Flagship Wealth Advisors
Massachusetts
-$1.18K -15 Closed
FHA
199
Flagship Harbor Advisors
Massachusetts
-$947 -12 Closed
Fidelity Investments
200
Fidelity Investments
Massachusetts
-$158 -2 Closed

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.