Virtus Reaves Utilities ETF
UTES
12 hedge funds and large institutions have $15.3M invested in Virtus Reaves Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
9% more funds holding
Funds holding: 11 → 12 (+1)
12.59% less ownership
Funds ownership: 47.28% → 34.7% (-13%)
24% less capital invested
Capital invested by funds: $20.2M → $15.3M (-$4.89M)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$2.07M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$416K |
| 3 |
FCMA
Foresight Capital Management Advisors
Saline,
Michigan
|
+$109K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$75.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.7M |
| 2 |
NMG
New Millennium Group
Sandy,
Utah
|
-$3.7M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$63.6K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$53K |
| 5 |
MA
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
-$11.5K |
UTES Hedge Fund Activity: Q1 2022 in Review
12 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q1 2022, worth a combined $15.3M — down 24% from $20.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UTES positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 5 trimmed.
The largest buyer was Belpointe Asset Management, opening a new position worth an estimated $2.07M. The largest seller was AE Wealth Management, cutting an estimated $3.7M.
- 12 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q1 2022, up from 11 in Q4 2021.
- Funds reported $15.3M of Virtus Reaves Utilities ETF stock for Q1 2022, down 24% quarter-over-quarter.
- 4 funds opened new Virtus Reaves Utilities ETF positions in Q1 2022 and 2 closed out, a net change of +2 holders.
- The largest Virtus Reaves Utilities ETF buyer in Q1 2022 was Belpointe Asset Management, an estimated $2.07M added.
- The largest Virtus Reaves Utilities ETF seller in Q1 2022 was AE Wealth Management, an estimated $3.7M sold.
Based on aggregated 13F filings for Q1 2022.