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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$443K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$430K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
+$140K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$73K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$46.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
-$64.2K |
UTES Hedge Fund Activity: Q3 2021 in Review
9 of the 5,728 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.