Virtus Reaves Utilities ETF
UTES
17 hedge funds and large institutions have $14M invested in Virtus Reaves Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.02% less ownership
Funds ownership: 33.16% → 32.15% (-1%)
5% less capital invested
Capital invested by funds: $14.8M → $14M (-$783K)
19% less funds holding
Funds holding: 21 → 17 (-4)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$421K |
| 2 |
LPL Financial
San Diego,
California
|
+$256K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$194K |
| 4 |
AWP
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
+$60.2K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$1.91K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$736K |
| 2 |
ISL
Ingalls & Snyder LLC
New York
|
-$209K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$199K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$109K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$87.3K |
UTES Hedge Fund Activity: Q1 2023 in Review
17 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q1 2023, worth a combined $14M — down 5.3% from $14.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of UTES and 1 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 5 added.
The largest buyer was Susquehanna International Group, adding an estimated $421K. The largest seller was Belpointe Asset Management, cutting an estimated $736K.
- 17 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q1 2023, down from 21 in Q4 2022.
- Funds reported $14M of Virtus Reaves Utilities ETF stock for Q1 2023, down 5.3% quarter-over-quarter.
- 1 fund opened new Virtus Reaves Utilities ETF positions in Q1 2023 and 4 closed out, a net change of -3 holders.
- The largest Virtus Reaves Utilities ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $421K added.
- The largest Virtus Reaves Utilities ETF seller in Q1 2023 was Belpointe Asset Management, an estimated $736K sold.
Based on aggregated 13F filings for Q1 2023.