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Virtus Reaves Utilities ETF
UTES

Overview Fund Activity

22 hedge funds and large institutions have $13.9M invested in Virtus Reaves Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
5
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IFG Advisory
Georgia
$667K
2
NS
2
NBC Securities
Alabama
$296K
3
AAS
3
Ameritas Advisory Services
Nebraska
$256K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.58M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$582K

Top Sellers

1
BAM
1
Belpointe Asset Management
Nevada
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.69M
3
LPL Financial
3
LPL Financial
California
$683K
4
ASN
4
Advisory Services Network
Georgia
$263K
5
Citadel Advisors
5
Citadel Advisors
Florida
$784K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.69M 136,802 -5,773 -4%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.58M 37,932 +5,691 +18%
AWS
3
Atria Wealth Solutions
New York
$1.03M 24,632 +57 +0.2%
Citadel Advisors
4
Citadel Advisors
Florida
$784K 18,849 -432 -2%
LPL Financial
5
LPL Financial
California
$683K 16,419 -1,351 -8%
IA
6
IFG Advisory
Georgia
$667K 16,029 +16,029 New
ISL
7
Ingalls & Snyder LLC
New York
$642K 15,425 – –
AWP
8
Atlas Wealth Partners
Pennsylvania
$592K 14,293 -175 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$582K 13,981 +1,146 +9%
NS
10
NBC Securities
Alabama
$296K 7,128 +7,128 New
ASN
11
Advisory Services Network
Georgia
$263K 6,330 -1,150 -15%
MA
12
Mezzasalma Advisors
New Jersey
$263K 6,324 -93 -1%
AAS
13
Ameritas Advisory Services
Nebraska
$256K 6,157 +6,157 New
TFS
14
Thoroughbred Financial Services
Tennessee
$222K 5,342 +790 +17%
WC
15
Weil Company
California
$221K 5,300 – –
NMG
16
New Millennium Group
Utah
$89.4K 2,149 -41 -2%
CFGS
17
Concourse Financial Group Securities
Alabama
$31.4K 754 – –
US Bancorp
18
US Bancorp
Minnesota
$20.8K 500 – –
UBS Group
19
UBS Group
Switzerland
$791 19 +19 New
DFA
20
DHJJ Financial Advisors
Illinois
$417 10 +10 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$83 2 +2 New
Wells Fargo
22
Wells Fargo
California
$73 2 +1 +100%
BAM
23
Belpointe Asset Management
Nevada
– – -7,577 Closed
WP
24
WealthPLAN Partners
Nebraska
– – -42 Closed