Virtus Reaves Utilities ETF
UTES
13 hedge funds and large institutions have $15.7M invested in Virtus Reaves Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
8% more funds holding
Funds holding: 12 → 13 (+1)
2% more capital invested
Capital invested by funds: $15.3M → $15.7M (+$334K)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
1.92% less ownership
Funds ownership: 34.7% → 32.77% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.12M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$618K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$346K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$114K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$10.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$239K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$219K |
| 3 |
FCMA
Foresight Capital Management Advisors
Saline,
Michigan
|
-$117K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$81K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$39.1K |
UTES Hedge Fund Activity: Q2 2022 in Review
13 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q2 2022, worth a combined $15.7M — up 2.2% from $15.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UTES positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $1.12M. The largest seller was AE Wealth Management, exiting entirely with an estimated $239K sold.
- 13 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q2 2022, up from 12 in Q1 2022.
- Funds reported $15.7M of Virtus Reaves Utilities ETF stock for Q2 2022, up 2.2% quarter-over-quarter.
- 4 funds opened new Virtus Reaves Utilities ETF positions in Q2 2022 and 3 closed out, a net change of +1 holder.
- The largest Virtus Reaves Utilities ETF buyer in Q2 2022 was Osaic Holdings, an estimated $1.12M added.
- The largest Virtus Reaves Utilities ETF seller in Q2 2022 was AE Wealth Management, an estimated $239K sold.
Based on aggregated 13F filings for Q2 2022.