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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
15
Holders Change
+4
Holders Change %
+36.36%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.87M
2
KAS
Kestra Advisory Services
Texas
+$208K
3
AWM
AE Wealth Management
Kansas
+$102K
4
UBS Group
UBS Group
Switzerland
+$55.6K
5
IAIM
International Assets Investment Management
Florida
+$11.5K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$765K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$436K
3
Osaic Holdings
Osaic Holdings
Arizona
-$31K
4
SFS
Sowell Financial Services
Arkansas
-$12.9K
5
Wells Fargo
Wells Fargo
California
-$40
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.57M +$3.87M +96,287 +228%
AWM
2
AE Wealth Management
Kansas
$2.7M +$102K +2,544 +4%
SS
3
Simplicity Solutions
Minnesota
$2.57M +$9.93K +247 +0.4%
Citadel Advisors
4
Citadel Advisors
Florida
$636K -$765K -19,035 -55%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$418K -$436K -10,854 -51%
MA
6
Mezzasalma Advisors
New Jersey
$329K +$329K +8,173 New
KAS
7
Kestra Advisory Services
Texas
$205K +$208K +5,169 New
UBS Group
8
UBS Group
Switzerland
$95K +$55.6K +1,382 +141%
Osaic Holdings
9
Osaic Holdings
Arizona
$94K -$31K -770 -25%
CFGS
10
Concourse Financial Group Securities
Alabama
$34K – – –
SFS
11
Sowell Financial Services
Arkansas
$23K -$12.9K -322 -36%
US Bancorp
12
US Bancorp
Minnesota
$20K – – –
IAIM
13
International Assets Investment Management
Florida
$12K +$11.5K +287 New
D
14
Diversified
Delaware
$3K +$2.94K +73 New
Wells Fargo
15
Wells Fargo
California
– -$40 -1 -50%

UTES Hedge Fund Activity: Q4 2020 in Review

15 of the 5,651 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.