Virtus Reaves Utilities ETF
UTES
6 hedge funds and large institutions have $1.3M invested in Virtus Reaves Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
27% more capital invested
Capital invested by funds: $1.02M → $1.3M (+$278K)
2.13% more ownership
Funds ownership: 7.56% → 9.69% (+2.1%)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$667K |
| 2 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$6.92K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$35 |
Top Sellers
| 1 |
Jane Street
New York
|
-$282K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$89.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.2M | +$667K | +19,265 | +117% |
|
|
2
UBS Group
Zurich,
Switzerland
| $42K | -$89.4K | -2,582 | -67% |
|
|
CFGS
3
Concourse Financial Group Securities
Birmingham,
Alabama
| $23K | +$6.92K | +200 | +40% |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $21K | – | – | – |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $16K | – | – | – |
|
|
6
Jane Street
New York
| – | -$282K | -8,365 | Closed |
|
|
7
Fidelity Investments
Boston,
Massachusetts
| – | +$35 | +1 | New |
|
UTES Hedge Fund Activity: Q4 2018 in Review
6 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q4 2018, worth a combined $1.3M — up 27% from $1.02M a quarter earlier.
Fund positioning in UTES was balanced in Q4 2018: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $667K. The largest seller was Jane Street, exiting entirely with an estimated $282K sold.
- 6 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $1.3M of Virtus Reaves Utilities ETF stock for Q4 2018, up 27% quarter-over-quarter.
- 1 fund opened new Virtus Reaves Utilities ETF positions in Q4 2018 and 1 closed out, a net change of 0 holders.
- The largest Virtus Reaves Utilities ETF buyer in Q4 2018 was Royal Bank of Canada, an estimated $667K added.
- The largest Virtus Reaves Utilities ETF seller in Q4 2018 was Jane Street, an estimated $282K sold.
Based on aggregated 13F filings for Q4 2018.