Virtus Reaves Utilities ETF
UTES
10 hedge funds and large institutions have $11.4M invested in Virtus Reaves Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
4% less capital invested
Capital invested by funds: $11.9M → $11.4M (-$478K)
3.06% less ownership
Funds ownership: 35.75% → 32.69% (-3.1%)
29% less funds holding
Funds holding: 14 → 10 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$190K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$146K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$56.7K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$42 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$614K |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$44K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
-$28K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$14K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$12K |
UTES Hedge Fund Activity: Q2 2021 in Review
10 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q2 2021, worth a combined $11.4M — down 4% from $11.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of UTES and 1 opened new positions — a net loss of 4 holders — while 2 trimmed existing stakes and 3 added.
The largest buyer was AE Wealth Management, adding an estimated $190K. The largest seller was Citadel Advisors, exiting entirely with an estimated $614K sold.
- 10 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q2 2021, down from 14 in Q1 2021.
- Funds reported $11.4M of Virtus Reaves Utilities ETF stock for Q2 2021, down 4% quarter-over-quarter.
- 1 fund opened new Virtus Reaves Utilities ETF positions in Q2 2021 and 5 closed out, a net change of -4 holders.
- The largest Virtus Reaves Utilities ETF buyer in Q2 2021 was AE Wealth Management, an estimated $190K added.
- The largest Virtus Reaves Utilities ETF seller in Q2 2021 was Citadel Advisors, an estimated $614K sold.
Based on aggregated 13F filings for Q2 2021.