Virtus Reaves Utilities ETF
UTES
15 hedge funds and large institutions have $12.7M invested in Virtus Reaves Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 0 closing their positions.
45% more capital invested
Capital invested by funds: $8.79M → $12.7M (+$3.91M)
36% more funds holding
Funds holding: 11 → 15 (+4)
8.87% more ownership
Funds ownership: 33.28% → 42.15% (+8.9%)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.87M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$208K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$102K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$55.6K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$11.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$765K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$436K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$31K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$12.9K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$40 |
UTES Hedge Fund Activity: Q4 2020 in Review
15 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q4 2020, worth a combined $12.7M — up 45% from $8.79M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UTES positions and 0 closed out — a net gain of 4 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $3.87M. The largest seller was Citadel Advisors, cutting an estimated $765K.
- 15 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q4 2020, up from 11 in Q3 2020.
- Funds reported $12.7M of Virtus Reaves Utilities ETF stock for Q4 2020, up 45% quarter-over-quarter.
- 4 funds opened new Virtus Reaves Utilities ETF positions in Q4 2020 and 0 closed out, a net change of +4 holders.
- The largest Virtus Reaves Utilities ETF buyer in Q4 2020 was Royal Bank of Canada, an estimated $3.87M added.
- The largest Virtus Reaves Utilities ETF seller in Q4 2020 was Citadel Advisors, an estimated $765K sold.
Based on aggregated 13F filings for Q4 2020.