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Virtus Reaves Utilities ETF
UTES

4 hedge funds and large institutions have $2.72M invested in Virtus Reaves Utilities ETF in 2016 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more capital invested

Capital invested by funds: $1.16M → $2.72M (+$1.56M)

0% more funds holding

Funds holding: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WHRC
W.H. Reaves & Co
New Jersey
+$1.56M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$182K

Top Sellers

1
VKH
Virtu KCG Holdings
New York
-$374K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.6K
3
UBS Group
UBS Group
Switzerland
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
WHRC
1
W.H. Reaves & Co
New Jersey
$1.68M +$1.56M +51,500 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$609K +$182K +6,028 +48%
VKH
3
Virtu KCG Holdings
New York
$362K -$374K -12,370 -53%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$70K -$15.6K -516 -19%
UBS Group
5
UBS Group
Switzerland
– -$3K -107 Closed

UTES Hedge Fund Activity: Q2 2016 in Review

4 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q2 2016, worth a combined $2.72M — up 134% from $1.16M a quarter earlier.

Fund positioning in UTES was balanced in Q2 2016: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 2 trimmed.

The largest buyer was W.H. Reaves & Co, opening a new position worth an estimated $1.56M. The largest seller was Virtu KCG Holdings, cutting an estimated $374K.

  • 4 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $2.72M of Virtus Reaves Utilities ETF stock for Q2 2016, up 134% quarter-over-quarter.
  • 1 fund opened new Virtus Reaves Utilities ETF positions in Q2 2016 and 1 closed out, a net change of 0 holders.
  • The largest Virtus Reaves Utilities ETF buyer in Q2 2016 was W.H. Reaves & Co, an estimated $1.56M added.
  • The largest Virtus Reaves Utilities ETF seller in Q2 2016 was Virtu KCG Holdings, an estimated $374K sold.

Based on aggregated 13F filings for Q2 2016.