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Virtus Reaves Utilities ETF
UTES

17 hedge funds and large institutions have $9.81M invested in Virtus Reaves Utilities ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

332% more capital invested

Capital invested by funds: $2.27M → $9.81M (+$7.54M)

113% more funds holding

Funds holding: 8 → 17 (+9)

21.43% more ownership

Funds ownership: 8.35% → 29.78% (+21%)

Holders
17
Holders Change
+9
Holders Change %
+112.5%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
4
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCM
Niemann Capital Management
Nevada
+$2.07M
2
AWM
AE Wealth Management
Kansas
+$1.85M
3
SS
Simplicity Solutions
Minnesota
+$1.83M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$679K
5
HAS
HBW Advisory Services
California
+$534K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$883K
2
APA
American Portfolios Advisors
New York
-$25.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1
Niemann Capital Management
Nevada
$2.1M +$2.07M +51,008 New
AWM
2
AE Wealth Management
Kansas
$1.89M +$1.85M +45,679 New
SS
3
Simplicity Solutions
Minnesota
$1.86M +$1.83M +44,987 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.61M +$394K +9,719 +33%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$691K +$679K +16,740 New
RICHC
6
Renaissance Investment Consultants Holding Company
Pennsylvania
$588K +$584K +14,402 New
HAS
7
HBW Advisory Services
California
$533K +$534K +13,161 New
Jane Street
8
Jane Street
New York
$290K +$286K +7,038 New
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$152K +$90K +2,218 +150%
CFGS
10
Concourse Financial Group Securities
Alabama
$35K +$8.11K +200 +31%
GWM
11
Geneos Wealth Management
Colorado
$26K – – –
US Bancorp
12
US Bancorp
Minnesota
$21K – – –
ASN
13
Advisory Services Network
Georgia
$14K +$14.1K +348 New
UBS Group
14
UBS Group
Switzerland
$7K +$6.49K +160 New
AG
15
Advisor Group
Arizona
$5K +$365 +9 +8%
Citadel Advisors
16
Citadel Advisors
Florida
– -$883K -21,099 Closed
APA
17
American Portfolios Advisors
New York
– -$25.4K -608 Closed
Fidelity Investments
18
Fidelity Investments
Massachusetts
– +$41 +1 New
Wells Fargo
19
Wells Fargo
California
– +$81 +2 New

UTES Hedge Fund Activity: Q4 2019 in Review

17 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q4 2019, worth a combined $9.81M — up 332% from $2.27M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new UTES positions and 2 closed out — a net gain of 9 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $2.07M. The largest seller was Citadel Advisors, exiting entirely with an estimated $883K sold.

  • 17 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q4 2019, up from 8 in Q3 2019.
  • Funds reported $9.81M of Virtus Reaves Utilities ETF stock for Q4 2019, up 332% quarter-over-quarter.
  • 11 funds opened new Virtus Reaves Utilities ETF positions in Q4 2019 and 2 closed out, a net change of +9 holders.
  • The largest Virtus Reaves Utilities ETF buyer in Q4 2019 was Niemann Capital Management, an estimated $2.07M added.
  • The largest Virtus Reaves Utilities ETF seller in Q4 2019 was Citadel Advisors, an estimated $883K sold.

Based on aggregated 13F filings for Q4 2019.