Virtus Reaves Utilities ETF
UTES
21 hedge funds and large institutions have $14.8M invested in Virtus Reaves Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
40% more funds holding
Funds holding: 15 → 21 (+6)
3% less capital invested
Capital invested by funds: $15.1M → $14.8M (-$391K)
1.94% less ownership
Funds ownership: 35.1% → 33.16% (-1.9%)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ISL
Ingalls & Snyder LLC
New York
|
+$910K |
| 2 |
WC
Weil Company
San Diego,
California
|
+$241K |
| 3 |
LPL Financial
San Diego,
California
|
+$237K |
| 4 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
+$206K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$92.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$776K |
| 3 |
Jane Street
New York
|
-$739K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$490K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$383K |
UTES Hedge Fund Activity: Q4 2022 in Review
21 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q4 2022, worth a combined $14.8M — down 2.6% from $15.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new UTES positions and 2 closed out — a net gain of 6 holders — while 4 added to existing stakes and 7 trimmed.
The largest buyer was Ingalls & Snyder LLC, opening a new position worth an estimated $910K. The largest seller was Advisory Services Network, cutting an estimated $1.5M.
- 21 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q4 2022, up from 15 in Q3 2022.
- Funds reported $14.8M of Virtus Reaves Utilities ETF stock for Q4 2022, down 2.6% quarter-over-quarter.
- 8 funds opened new Virtus Reaves Utilities ETF positions in Q4 2022 and 2 closed out, a net change of +6 holders.
- The largest Virtus Reaves Utilities ETF buyer in Q4 2022 was Ingalls & Snyder LLC, an estimated $910K added.
- The largest Virtus Reaves Utilities ETF seller in Q4 2022 was Advisory Services Network, an estimated $1.5M sold.
Based on aggregated 13F filings for Q4 2022.