Virtus Reaves Utilities ETF
UTES
11 hedge funds and large institutions have $8.79M invested in Virtus Reaves Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
14% more capital invested
Capital invested by funds: $7.73M → $8.79M (+$1.07M)
4.24% more ownership
Funds ownership: 29.04% → 33.28% (+4.2%)
15% less funds holding
Funds holding: 13 → 11 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$537K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$418K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$319K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$34.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$23K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $2.44M | -$139K | -3,666 | -5% |
|
|
SS
2
Simplicity Solutions
Minneapolis,
Minnesota
| $2.4M | -$45K | -1,186 | -2% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.59M | +$418K | +11,016 | +35% |
|
|
4
Citadel Advisors
Miami,
Florida
| $1.32M | +$537K | +14,140 | +68% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $802K | +$319K | +8,397 | +65% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $118K | +$34.9K | +920 | +42% |
|
|
7
UBS Group
Zurich,
Switzerland
| $37K | +$23K | +607 | +161% |
|
|
SFS
8
Sowell Financial Services
North Little Rock,
Arkansas
| $34K | +$7.59K | +200 | +28% |
|
|
CFGS
9
Concourse Financial Group Securities
Birmingham,
Alabama
| $32K | – | – | – |
|
10
US Bancorp
Minneapolis,
Minnesota
| $19K | – | – | – |
|
|
HAS
11
HBW Advisory Services
Simi Valley,
California
| – | -$539K | -15,183 | Closed |
|
|
OPS
12
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$4K | -116 | Closed |
|
UTES Hedge Fund Activity: Q3 2020 in Review
11 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q3 2020, worth a combined $8.79M — up 14% from $7.73M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of UTES and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 6 added.
The largest buyer was Citadel Advisors, adding an estimated $537K. The largest seller was HBW Advisory Services, exiting entirely with an estimated $539K sold.
- 11 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q3 2020, down from 13 in Q2 2020.
- Funds reported $8.79M of Virtus Reaves Utilities ETF stock for Q3 2020, up 14% quarter-over-quarter.
- 0 funds opened new Virtus Reaves Utilities ETF positions in Q3 2020 and 2 closed out, a net change of -2 holders.
- The largest Virtus Reaves Utilities ETF buyer in Q3 2020 was Citadel Advisors, an estimated $537K added.
- The largest Virtus Reaves Utilities ETF seller in Q3 2020 was HBW Advisory Services, an estimated $539K sold.
Based on aggregated 13F filings for Q3 2020.