Virtus Reaves Utilities ETF
UTES
3 hedge funds and large institutions have $939K invested in Virtus Reaves Utilities ETF in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more funds holding
Funds holding: 2 → 3 (+1)
31% more capital invested
Capital invested by funds: $715K → $939K (+$224K)
1.21% more ownership
Funds ownership: 5.39% → 6.6% (+1.2%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$264K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$19.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$88.4K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $647K | -$88.4K | -2,891 | -12% |
|
|
VKH
2
Virtu KCG Holdings
New York
| $272K | +$264K | +8,619 | New |
|
|
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $20K | +$19.9K | +650 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$27K | -927 | Closed |
|
UTES Hedge Fund Activity: Q1 2017 in Review
3 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q1 2017, worth a combined $939K — up 31% from $715K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new UTES positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $264K. The largest seller was Royal Bank of Canada, cutting an estimated $88.4K.
- 3 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q1 2017, up from 2 in Q4 2016.
- Funds reported $939K of Virtus Reaves Utilities ETF stock for Q1 2017, up 31% quarter-over-quarter.
- 2 funds opened new Virtus Reaves Utilities ETF positions in Q1 2017 and 1 closed out, a net change of +1 holder.
- The largest Virtus Reaves Utilities ETF buyer in Q1 2017 was Virtu KCG Holdings, an estimated $264K added.
- The largest Virtus Reaves Utilities ETF seller in Q1 2017 was Royal Bank of Canada, an estimated $88.4K sold.
Based on aggregated 13F filings for Q1 2017.