Virtus Reaves Utilities ETF
UTES
17 hedge funds and large institutions have $8.52M invested in Virtus Reaves Utilities ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 4 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
0.58% more ownership
Funds ownership: 29.78% → 30.36% (+0.58%)
0% more funds holding
Funds holding: 17 → 17 (0)
13% less capital invested
Capital invested by funds: $9.81M → $8.52M (-$1.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.09M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.06M |
| 3 |
ISL
Ingalls & Snyder LLC
New York
|
+$684K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$501K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$346K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$2.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$691K |
| 3 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$533K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$345K |
| 5 |
RICHC
Renaissance Investment Consultants Holding Company
Wayne,
Pennsylvania
|
-$83.1K |
UTES Hedge Fund Activity: Q1 2020 in Review
17 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q1 2020, worth a combined $8.52M — down 13% from $9.81M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new UTES positions and 4 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $1.09M. The largest seller was Niemann Capital Management, exiting entirely with an estimated $2.1M sold.
- 17 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $8.52M of Virtus Reaves Utilities ETF stock for Q1 2020, down 13% quarter-over-quarter.
- 6 funds opened new Virtus Reaves Utilities ETF positions in Q1 2020 and 4 closed out, a net change of +2 holders.
- The largest Virtus Reaves Utilities ETF buyer in Q1 2020 was AE Wealth Management, an estimated $1.09M added.
- The largest Virtus Reaves Utilities ETF seller in Q1 2020 was Niemann Capital Management, an estimated $2.1M sold.
Based on aggregated 13F filings for Q1 2020.