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Virtus Reaves Utilities ETF
UTES

Overview Fund Activity

49 hedge funds and large institutions have $85.6M invested in Virtus Reaves Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
49
Holders Change
+17
Holders Change %
+53.13%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
16
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$13.2M
2
RAM
2
Riggs Asset Management
Pennsylvania
$5.11M
3
LPL Financial
3
LPL Financial
California
$9.88M
4
SAM
4
Synergy Asset Management
Washington
$3.26M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.62M

Top Sellers

1
WWM
1
WJ Wealth Management
Arizona
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.68M
3
BAM
3
Belpointe Asset Management
Nevada
$0
4
ISL
4
Ingalls & Snyder LLC
New York
$379K
5
AAS
5
Ameritas Advisory Services
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$13.2M 205,643 +205,643 New
LPL Financial
2
LPL Financial
California
$9.88M 154,413 +67,794 +78%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.68M 135,637 -56,928 -30%
KDA
4
Kraft Davis & Associates
Missouri
$8.61M 134,092 +707 +0.5%
BFA
5
Beaumont Financial Advisors
Massachusetts
$6.63M 103,597 +517 +0.5%
RAM
6
Riggs Asset Management
Pennsylvania
$5.11M 79,892 +79,892 New
RHP
7
Royal Harbor Partners
Texas
$3.47M 54,278 +749 +1%
SAM
8
Synergy Asset Management
Washington
$3.26M 50,996 +50,996 New
CCFM
9
Clear Creek Financial Management
Washington
$2.83M 44,215 +4,789 +12%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.62M 40,993 +40,993 New
HighTower Advisors
11
HighTower Advisors
Illinois
$2.12M 33,025 +33,025 New
Stifel Financial
12
Stifel Financial
Missouri
$2.04M 31,905 +23,796 +293%
Citadel Advisors
13
Citadel Advisors
Florida
$1.94M 30,336 +30,336 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.87M 29,212 +25,348 +656%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.77M 27,631 +21,619 +360%
FEM
16
Fulcrum Equity Management
Texas
$1.47M 22,935 +1,712 +8%
AWS
17
Atria Wealth Solutions
New York
$1.07M 16,689 -972 -6%
Jane Street
18
Jane Street
New York
$985K 15,404 +15,404 New
AWP
19
Atlas Wealth Partners
Pennsylvania
$949K 14,843 +350 +2%
CWM
20
Comprehensive Wealth Management
Washington
$853K 13,329 -720 -5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$813K 12,706 +12,706 New
PS
22
Principal Securities
Iowa
$628K 9,822 -4,949 -34%
NS
23
NBC Securities
Alabama
$566K 8,854 +160 +2%
PFS
24
Prospera Financial Services
Texas
$519K 8,115 +71 +0.9%
SW
25
SteelPeak Wealth
California
$494K 7,729 +7,729 New
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