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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.

New
Increased
Maintained
Reduced
Closed

6,886% more capital inflows, than outflows

Capital inflows: $5.56M | Capital outflows: $79.5K

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

22% more funds holding

Funds holding: 9 → 11 (+2)

11.66% more ownership

Funds ownership: 35.63% → 47.28% (+12%)

Holders
11
Holders Change
+2
Holders Change %
+22.22%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Advisory Services Network
Advisory Services Network
Georgia
+$1.09M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$464K
3
AE Wealth Management
AE Wealth Management
Kansas
+$129K
4
Osaic Holdings
Osaic Holdings
Arizona
+$37.4K
5
Mezzasalma Advisors
Mezzasalma Advisors
New Jersey
+$1.07K

Top Sellers

Rank Fund Capital Flow
1
Next Financial Group
Next Financial Group
Texas
-$75.5K
2
UBS Group
UBS Group
Switzerland
-$4K

UTES Hedge Fund Activity: Q4 2021 in Review

11 of the 6,521 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.