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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
1
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAM
Belpointe Asset Management
Nevada
+$2.07M
2
ASN
Advisory Services Network
Georgia
+$416K
3
FCMA
Foresight Capital Management Advisors
Michigan
+$109K
4
MCC
Money Concepts Capital
Florida
+$75.3K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$3.7M
2
NMG
New Millennium Group
Utah
-$3.7M
3
Osaic Holdings
Osaic Holdings
Arizona
-$63.6K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$53K
5
MA
Mezzasalma Advisors
New Jersey
-$11.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$8.49M -$53K -1,161 -0.7%
BAM
2
Belpointe Asset Management
Nevada
$2.22M +$2.07M +45,254 New
ASN
3
Advisory Services Network
Georgia
$2.21M +$416K +9,125 +25%
AWS
4
Atria Wealth Solutions
New York
$1.21M +$1.12M +24,562 New
MA
5
Mezzasalma Advisors
New Jersey
$318K -$11.5K -253 -4%
AWM
6
AE Wealth Management
Kansas
$239K -$3.7M -81,036 -94%
NMG
7
New Millennium Group
Utah
$239K -$3.7M -81,036 -94%
Osaic Holdings
8
Osaic Holdings
Arizona
$140K -$63.6K -1,394 -33%
FCMA
9
Foresight Capital Management Advisors
Michigan
$117K +$109K +2,388 New
MCC
10
Money Concepts Capital
Florida
$81K +$75.3K +1,650 New
CFGS
11
Concourse Financial Group Securities
Alabama
$42K – – –
US Bancorp
12
US Bancorp
Minnesota
$25K – – –
CA
13
CoreCap Advisors
Michigan
– -$5K -100 Closed
Wells Fargo
14
Wells Fargo
California
– -$46 -1 Closed

UTES Hedge Fund Activity: Q1 2022 in Review

12 of the 6,340 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.