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Virtus Reaves Utilities ETF
UTES

Overview Fund Activity

20 hedge funds and large institutions have $14.4M invested in Virtus Reaves Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
3
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$1.5M
2
LPL Financial
2
LPL Financial
California
$1.17M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.31M
4
PS
4
Principal Securities
Iowa
$113K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$58.6K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
IA
2
IFG Advisory
Georgia
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$243K
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
AWS
5
Atria Wealth Solutions
New York
$877K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.31M 141,289 +4,487 +3%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.58M 35,397 -2,535 -7%
AWM
3
AE Wealth Management
Kansas
$1.5M 34,627 +34,627 New
LPL Financial
4
LPL Financial
California
$1.17M 26,252 +9,833 +60%
AWS
5
Atria Wealth Solutions
New York
$877K 19,651 -4,981 -20%
ISL
6
Ingalls & Snyder LLC
New York
$689K 15,425 – –
AWP
7
Atlas Wealth Partners
Pennsylvania
$625K 14,443 +150 +1%
NS
8
NBC Securities
Alabama
$318K 7,128 – –
MA
9
Mezzasalma Advisors
New Jersey
$277K 6,210 -114 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$243K 5,435 -8,546 -61%
WC
11
Weil Company
California
$237K 5,300 – –
ASN
12
Advisory Services Network
Georgia
$224K 5,010 -1,320 -21%
PS
13
Principal Securities
Iowa
$113K 2,537 +2,537 New
NMG
14
New Millennium Group
Utah
$83.9K 1,879 -270 -13%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$58.6K 1,313 +1,313 New
CFGS
16
Concourse Financial Group Securities
Alabama
$30.8K 689 -65 -9%
US Bancorp
17
US Bancorp
Minnesota
$22.3K 500 – –
DFA
18
DHJJ Financial Advisors
Illinois
$447 10 – –
Morgan Stanley
19
Morgan Stanley
New York
$114 2 +2 New
Wells Fargo
20
Wells Fargo
California
$43 1 -1 -50%
Citadel Advisors
21
Citadel Advisors
Florida
– – -18,849 Closed
IA
22
IFG Advisory
Georgia
– – -16,029 Closed
AAS
23
Ameritas Advisory Services
Nebraska
– – -6,157 Closed
TFS
24
Thoroughbred Financial Services
Tennessee
– – -5,342 Closed
UBS Group
25
UBS Group
Switzerland
– – -19 Closed
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