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Virtus Reaves Utilities ETF
UTES

Overview Fund Activity

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.

Holders
17
Holders Change
-4
Holders Change %
-19.05%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
5
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.39M
2
LPL Financial
2
LPL Financial
California
$495K
3
AWS
3
Atria Wealth Solutions
New York
$1.12M
4
AWP
4
Atlas Wealth Partners
Pennsylvania
$700K
5
WP
5
WealthPLAN Partners
Nebraska
$1.92K

Top Sellers

1
BAM
1
Belpointe Asset Management
Nevada
$743K
2
ISL
2
Ingalls & Snyder LLC
New York
$705K
3
ASN
3
Advisory Services Network
Georgia
$636K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$614K
5
MCC
5
Money Concepts Capital
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.31M 138,235 -514 -0.4%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.39M 30,471 +9,251 +44%
AWS
3
Atria Wealth Solutions
New York
$1.12M 24,610 +4,271 +21%
BAM
4
Belpointe Asset Management
Nevada
$743K 16,263 -16,172 -50%
ISL
5
Ingalls & Snyder LLC
New York
$705K 15,428 -4,600 -23%
AWP
6
Atlas Wealth Partners
Pennsylvania
$700K 14,993 +1,323 +10%
ASN
7
Advisory Services Network
Georgia
$636K 13,915 -4,380 -24%
Osaic Holdings
8
Osaic Holdings
Arizona
$614K 13,436 -2,395 -15%
LPL Financial
9
LPL Financial
California
$495K 10,842 +5,629 +108%
MA
10
Mezzasalma Advisors
New Jersey
$293K 6,417 -30 -0.5%
AAS
11
Ameritas Advisory Services
Nebraska
$289K 6,157 – –
WC
12
Weil Company
California
$242K 5,300 – –
TFS
13
Thoroughbred Financial Services
Tennessee
$207K 4,547 +5 +0.1%
NMG
14
New Millennium Group
Utah
$159K 3,474 -14 -0.4%
CFGS
15
Concourse Financial Group Securities
Alabama
$34.4K 754 – –
US Bancorp
16
US Bancorp
Minnesota
$22.8K 500 – –
WP
17
WealthPLAN Partners
Nebraska
$1.92K 42 +42 New
Wells Fargo
18
Wells Fargo
California
– – -2 Closed
MCC
19
Money Concepts Capital
Florida
– – -1,862 Closed
UBS Group
20
UBS Group
Switzerland
– – -105 Closed
Fidelity Investments
21
Fidelity Investments
Massachusetts
– – -1 Closed