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Virtus Reaves Utilities ETF
UTES

Overview Fund Activity

18 hedge funds and large institutions have $24.8M invested in Virtus Reaves Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
6
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KDA
1
Kraft Davis & Associates
Missouri
$7.03M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.96M
3
PS
3
Principal Securities
Iowa
$679K
4
BAM
4
Belpointe Asset Management
Nevada
$424K
5
AAS
5
Ameritas Advisory Services
Nebraska
$299K

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.28M
3
ISL
3
Ingalls & Snyder LLC
New York
$579K
4
AWS
4
Atria Wealth Solutions
New York
$849K
5
NMG
5
New Millennium Group
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.96M 205,029 +63,740 +45%
KDA
2
Kraft Davis & Associates
Missouri
$7.03M 131,667 +131,667 New
LPL Financial
3
LPL Financial
California
$1.55M 31,879 +5,627 +21%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.28M 26,403 -8,994 -25%
AWS
5
Atria Wealth Solutions
New York
$849K 17,494 -2,157 -11%
AWP
6
Atlas Wealth Partners
Pennsylvania
$760K 14,643 +200 +1%
PS
7
Principal Securities
Iowa
$679K 13,978 +11,441 +451%
ISL
8
Ingalls & Snyder LLC
New York
$579K 11,921 -3,504 -23%
BAM
9
Belpointe Asset Management
Nevada
$424K 8,740 +8,740 New
NS
10
NBC Securities
Alabama
$365K 7,538 +410 +6%
AAS
11
Ameritas Advisory Services
Nebraska
$299K 6,157 +6,157 New
WC
12
Weil Company
California
$257K 5,300 – –
MA
13
Mezzasalma Advisors
New Jersey
$246K 5,073 -1,137 -18%
ASN
14
Advisory Services Network
Georgia
$235K 4,850 -160 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$212K 4,357 -1,078 -20%
CFGS
16
Concourse Financial Group Securities
Alabama
$36K 741 +52 +8%
CA
17
CoreCap Advisors
Michigan
$4.86K 100 +100 New
DFA
18
DHJJ Financial Advisors
Illinois
$486 10 – –
Wells Fargo
19
Wells Fargo
California
– – -1 Closed
AWM
20
AE Wealth Management
Kansas
– – -34,627 Closed
NMG
21
New Millennium Group
Utah
– – -1,879 Closed
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
– – -1,313 Closed
US Bancorp
23
US Bancorp
Minnesota
– – -500 Closed
Morgan Stanley
24
Morgan Stanley
New York
– – -2 Closed