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Virtus Reaves Utilities ETF
UTES

Overview Fund Activity

32 hedge funds and large institutions have $44.2M invested in Virtus Reaves Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
32
Holders Change
+14
Holders Change %
+77.78%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
6
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$5.34M
2
WWM
2
WJ Wealth Management
Arizona
$3.74M
3
LPL Financial
3
LPL Financial
California
$4.49M
4
RHP
4
Royal Harbor Partners
Texas
$2.77M
5
CCFM
5
Clear Creek Financial Management
Washington
$2.04M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.98M
3
MA
3
Mezzasalma Advisors
New Jersey
$0
4
ASN
4
Advisory Services Network
Georgia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$113K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.98M 192,565 -12,464 -6%
KDA
2
Kraft Davis & Associates
Missouri
$6.95M 133,385 +1,718 +1%
BFA
3
Beaumont Financial Advisors
Massachusetts
$5.34M 103,080 +103,080 New
LPL Financial
4
LPL Financial
California
$4.49M 86,619 +54,740 +172%
WWM
5
WJ Wealth Management
Arizona
$3.74M 72,158 +72,158 New
RHP
6
Royal Harbor Partners
Texas
$2.77M 53,529 +53,529 New
CCFM
7
Clear Creek Financial Management
Washington
$2.04M 39,426 +39,426 New
FEM
8
Fulcrum Equity Management
Texas
$1.1M 21,223 +21,223 New
BAM
9
Belpointe Asset Management
Nevada
$968K 18,674 +9,934 +114%
AWS
10
Atria Wealth Solutions
New York
$916K 17,661 +167 +1%
PS
11
Principal Securities
Iowa
$766K 14,771 +793 +6%
AWP
12
Atlas Wealth Partners
Pennsylvania
$751K 14,493 -150 -1%
CWM
13
Comprehensive Wealth Management
Washington
$728K 14,049 +14,049 New
ISL
14
Ingalls & Snyder LLC
New York
$618K 11,921 – –
NS
15
NBC Securities
Alabama
$450K 8,694 +1,156 +15%
Stifel Financial
16
Stifel Financial
Missouri
$420K 8,109 +8,109 New
PFS
17
Prospera Financial Services
Texas
$417K 8,044 +8,044 New
AAS
18
Ameritas Advisory Services
Nebraska
$319K 6,157 – –
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$312K 6,012 +6,012 New
WC
20
Weil Company
California
$275K 5,300 – –
LCGC
21
Legacy Capital Group California
California
$229K 4,424 +4,424 New
OWA
22
Opal Wealth Advisors
New York
$209K 4,030 +4,030 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$200K 3,864 +3,864 New
Osaic Holdings
24
Osaic Holdings
Arizona
$113K 2,177 -2,180 -50%
CFGS
25
Concourse Financial Group Securities
Alabama
$38.4K 741 – –
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