We are live on ! Find out more
UTES icon

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$1.12M
2
Citadel Advisors
Citadel Advisors
Florida
+$618K
3
ASN
Advisory Services Network
Georgia
+$346K
4
BAM
Belpointe Asset Management
Nevada
+$114K
5
UBS Group
UBS Group
Switzerland
+$10.4K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$239K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$219K
3
FCMA
Foresight Capital Management Advisors
Michigan
-$117K
4
MCC
Money Concepts Capital
Florida
-$81K
5
AWS
Atria Wealth Solutions
New York
-$39.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.66M -$219K -4,627 -3%
ASN
2
Advisory Services Network
Georgia
$2.38M +$346K +7,325 +16%
BAM
3
Belpointe Asset Management
Nevada
$2.17M +$114K +2,415 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.21M +$1.12M +23,793 +831%
AWS
5
Atria Wealth Solutions
New York
$1.08M -$39.1K -828 -3%
Citadel Advisors
6
Citadel Advisors
Florida
$596K +$618K +13,097 New
MA
7
Mezzasalma Advisors
New Jersey
$295K – – –
NMG
8
New Millennium Group
Utah
$189K -$34.6K -733 -15%
CFGS
9
Concourse Financial Group Securities
Alabama
$39K – – –
US Bancorp
10
US Bancorp
Minnesota
$23K – – –
UBS Group
11
UBS Group
Switzerland
$10K +$10.4K +220 New
CA
12
CoreCap Advisors
Michigan
$5K +$4.72K +100 New
AWM
13
AE Wealth Management
Kansas
– -$239K -4,872 Closed
FCMA
14
Foresight Capital Management Advisors
Michigan
– -$117K -2,388 Closed
MCC
15
Money Concepts Capital
Florida
– -$81K -1,650 Closed
Wells Fargo
16
Wells Fargo
California
– +$47 +1 New

UTES Hedge Fund Activity: Q2 2022 in Review

13 of the 5,936 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.