Virtus Reaves Utilities ETF
UTES
9 hedge funds and large institutions have $12.6M invested in Virtus Reaves Utilities ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
11% more capital invested
Capital invested by funds: $11.4M → $12.6M (+$1.26M)
2.93% more ownership
Funds ownership: 32.69% → 35.63% (+2.9%)
10% less funds holding
Funds holding: 10 → 9 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
Top Sellers
| 1 |
MA
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
-$64.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6.83M | +$430K | +9,915 | +6% |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $3.46M | +$73K | +1,683 | +2% |
|
|
NFG
3
Next Financial Group
Houston,
Texas
| $1.38M | +$140K | +3,220 | +11% |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $483K | +$443K | +10,215 | +759% |
|
|
MA
5
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $280K | -$64.2K | -1,480 | -18% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $143K | +$46.6K | +1,075 | +46% |
|
|
CFGS
7
Concourse Financial Group Securities
Birmingham,
Alabama
| $35K | +$8.97K | +207 | +32% |
|
8
US Bancorp
Minneapolis,
Minnesota
| $21K | – | – | – |
|
9
UBS Group
Zurich,
Switzerland
| $4K | +$4.33K | +100 | New |
|
UTES Hedge Fund Activity: Q3 2021 in Review
9 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q3 2021, worth a combined $12.6M — up 11% from $11.4M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of UTES and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 6 added.
The largest buyer was Advisory Services Network, adding an estimated $443K. The largest seller was Mezzasalma Advisors, cutting an estimated $64.2K.
- 9 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q3 2021, down from 10 in Q2 2021.
- Funds reported $12.6M of Virtus Reaves Utilities ETF stock for Q3 2021, up 11% quarter-over-quarter.
- 1 fund opened new Virtus Reaves Utilities ETF positions in Q3 2021 and 2 closed out, a net change of -1 holder.
- The largest Virtus Reaves Utilities ETF buyer in Q3 2021 was Advisory Services Network, an estimated $443K added.
- The largest Virtus Reaves Utilities ETF seller in Q3 2021 was Mezzasalma Advisors, an estimated $64.2K sold.
Based on aggregated 13F filings for Q3 2021.