Virtus Reaves Utilities ETF
UTES
11 hedge funds and large institutions have $20.2M invested in Virtus Reaves Utilities ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
60% more capital invested
Capital invested by funds: $12.6M → $20.2M (+$7.58M)
22% more funds holding
Funds holding: 9 → 11 (+2)
11.66% more ownership
Funds ownership: 35.63% → 47.28% (+12%)
Top Buyers
Top Sellers
| 1 |
NFG
Next Financial Group
Houston,
Texas
|
-$75.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8.27M | +$464K | +10,392 | +6% |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $4.08M | +$129K | +2,893 | +3% |
|
|
NMG
3
New Millennium Group
Sandy,
Utah
| $4.08M | +$3.83M | +85,908 | New |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $1.71M | +$1.09M | +24,375 | +211% |
|
|
NFG
5
Next Financial Group
Houston,
Texas
| $1.49M | -$75.5K | -1,693 | -5% |
|
|
MA
6
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $320K | +$1.07K | +24 | +0.4% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $202K | +$37.4K | +838 | +25% |
|
|
CFGS
8
Concourse Financial Group Securities
Birmingham,
Alabama
| $40K | – | – | – |
|
9
US Bancorp
Minneapolis,
Minnesota
| $24K | – | – | – |
|
|
CA
10
CoreCap Advisors
Southfield,
Michigan
| $5K | +$4.46K | +100 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$4K | -100 | Closed |
|
12
Wells Fargo
San Francisco,
California
| – | +$45 | +1 | New |
|
UTES Hedge Fund Activity: Q4 2021 in Review
11 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q4 2021, worth a combined $20.2M — up 60% from $12.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UTES positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Advisory Services Network, adding an estimated $1.09M. The largest seller was Next Financial Group, cutting an estimated $75.5K.
- 11 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q4 2021, up from 9 in Q3 2021.
- Funds reported $20.2M of Virtus Reaves Utilities ETF stock for Q4 2021, up 60% quarter-over-quarter.
- 3 funds opened new Virtus Reaves Utilities ETF positions in Q4 2021 and 1 closed out, a net change of +2 holders.
- The largest Virtus Reaves Utilities ETF buyer in Q4 2021 was Advisory Services Network, an estimated $1.09M added.
- The largest Virtus Reaves Utilities ETF seller in Q4 2021 was Next Financial Group, an estimated $75.5K sold.
Based on aggregated 13F filings for Q4 2021.