Virtus Reaves Utilities ETF
UTES
8 hedge funds and large institutions have $2.27M invested in Virtus Reaves Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.
33% more funds holding
Funds holding: 6 → 8 (+2)
5% more capital invested
Capital invested by funds: $2.16M → $2.27M (+$113K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.87% less ownership
Funds ownership: 9.23% → 8.35% (-0.87%)
Top Buyers
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$324K |
| 2 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$7.97K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.22M | +$205K | +5,145 | +21% |
|
|
2
Citadel Advisors
Miami,
Florida
| $883K | -$324K | -8,123 | -28% |
|
|
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $62K | +$39.8K | +1,000 | +208% |
|
|
CFGS
4
Concourse Financial Group Securities
Birmingham,
Alabama
| $27K | -$7.97K | -200 | -24% |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $27K | – | – | – |
|
|
APA
6
American Portfolios Advisors
Holbrook,
New York
| $25.4K | +$24.2K | +608 | New |
|
7
US Bancorp
Minneapolis,
Minnesota
| $21K | +$19.9K | +500 | New |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $4K | – | – | – |
|
UTES Hedge Fund Activity: Q3 2019 in Review
8 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q3 2019, worth a combined $2.27M — up 5.3% from $2.16M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new UTES positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $205K. The largest seller was Citadel Advisors, cutting an estimated $324K.
- 8 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q3 2019, up from 6 in Q2 2019.
- Funds reported $2.27M of Virtus Reaves Utilities ETF stock for Q3 2019, up 5.3% quarter-over-quarter.
- 2 funds opened new Virtus Reaves Utilities ETF positions in Q3 2019 and 0 closed out, a net change of +2 holders.
- The largest Virtus Reaves Utilities ETF buyer in Q3 2019 was Royal Bank of Canada, an estimated $205K added.
- The largest Virtus Reaves Utilities ETF seller in Q3 2019 was Citadel Advisors, an estimated $324K sold.
Based on aggregated 13F filings for Q3 2019.