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Virtus Reaves Utilities ETF
UTES

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.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

78% more capital invested

Capital invested by funds: $24.8M → $44.2M (+$19.4M)

78% more funds holding

Funds holding: 18 → 32 (+14)

2.9% more ownership

Funds ownership: 43.12% → 46.02% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
32
Holders Change
+14
Holders Change %
+77.78%
% of All Funds
0.46%
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
Beaumont Financial Advisors
Massachusetts
+$5.31M
2
WWM
WJ Wealth Management
Arizona
+$3.72M
3
LPL Financial
LPL Financial
California
+$2.82M
4
RHP
Royal Harbor Partners
Texas
+$2.76M
5
CCFM
Clear Creek Financial Management
Washington
+$2.03M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.28M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$643K
3
MA
Mezzasalma Advisors
New Jersey
-$246K
4
ASN
Advisory Services Network
Georgia
-$235K
5
Osaic Holdings
Osaic Holdings
Arizona
-$112K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.98M -$643K -12,464 -6%
KDA
2
Kraft Davis & Associates
Missouri
$6.95M +$88.6K +1,718 +1%
BFA
3
Beaumont Financial Advisors
Massachusetts
$5.34M +$5.31M +103,080 New
LPL Financial
4
LPL Financial
California
$4.49M +$2.82M +54,740 +172%
WWM
5
WJ Wealth Management
Arizona
$3.74M +$3.72M +72,158 New
RHP
6
Royal Harbor Partners
Texas
$2.77M +$2.76M +53,529 New
CCFM
7
Clear Creek Financial Management
Washington
$2.04M +$2.03M +39,426 New
FEM
8
Fulcrum Equity Management
Texas
$1.1M +$1.09M +21,223 New
BAM
9
Belpointe Asset Management
Nevada
$968K +$512K +9,934 +114%
AWS
10
Atria Wealth Solutions
New York
$916K +$8.61K +167 +1%
PS
11
Principal Securities
Iowa
$766K +$40.9K +793 +6%
AWP
12
Atlas Wealth Partners
Pennsylvania
$751K -$7.73K -150 -1%
CWM
13
Comprehensive Wealth Management
Washington
$728K +$724K +14,049 New
ISL
14
Ingalls & Snyder LLC
New York
$618K – – –
NS
15
NBC Securities
Alabama
$450K +$59.6K +1,156 +15%
Stifel Financial
16
Stifel Financial
Missouri
$420K +$418K +8,109 New
PFS
17
Prospera Financial Services
Texas
$417K +$415K +8,044 New
AAS
18
Ameritas Advisory Services
Nebraska
$319K – – –
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$312K +$310K +6,012 New
WC
20
Weil Company
California
$275K – – –
LCGC
21
Legacy Capital Group California
California
$229K +$228K +4,424 New
OWA
22
Opal Wealth Advisors
New York
$209K +$208K +4,030 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$200K +$199K +3,864 New
Osaic Holdings
24
Osaic Holdings
Arizona
$113K -$112K -2,180 -50%
CFGS
25
Concourse Financial Group Securities
Alabama
$38.4K – – –
1
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UTES Hedge Fund Activity: Q2 2024 in Review

32 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q2 2024, worth a combined $44.2M — up 78% from $24.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UTES positions and 3 closed out — a net gain of 14 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $5.31M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.28M sold.

  • 32 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q2 2024, up from 18 in Q1 2024.
  • Funds reported $44.2M of Virtus Reaves Utilities ETF stock for Q2 2024, up 78% quarter-over-quarter.
  • 17 funds opened new Virtus Reaves Utilities ETF positions in Q2 2024 and 3 closed out, a net change of +14 holders.
  • The largest Virtus Reaves Utilities ETF buyer in Q2 2024 was Beaumont Financial Advisors, an estimated $5.31M added.
  • The largest Virtus Reaves Utilities ETF seller in Q2 2024 was Susquehanna International Group, an estimated $1.28M sold.

Based on aggregated 13F filings for Q2 2024.