Virtus Reaves Utilities ETF
UTES
66 hedge funds and large institutions have $115M invested in Virtus Reaves Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 8 closing their positions.
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
33% more capital invested
Capital invested by funds: $86.5M → $115M (+$28.4M)
32% more funds holding
Funds holding: 50 → 66 (+16)
1.81% less ownership
Funds ownership: 42.88% → 41.07% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$6.27M |
| 2 |
Goldman Sachs
New York
|
+$5.71M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.69M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.57M |
| 5 |
EH
Equitable Holdings
New York
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$2.12M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.94M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.86M |
| 4 |
Jane Street
New York
|
-$985K |
| 5 |
NS
NBC Securities
Birmingham,
Alabama
|
-$579K |
UTES Hedge Fund Activity: Q4 2024 in Review
66 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q4 2024, worth a combined $115M — up 33% from $86.5M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new UTES positions and 8 closed out — a net gain of 16 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $6.27M. The largest seller was HighTower Advisors, exiting entirely with an estimated $2.12M sold.
- 66 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q4 2024, up from 50 in Q3 2024.
- Funds reported $115M of Virtus Reaves Utilities ETF stock for Q4 2024, up 33% quarter-over-quarter.
- 24 funds opened new Virtus Reaves Utilities ETF positions in Q4 2024 and 8 closed out, a net change of +16 holders.
- The largest Virtus Reaves Utilities ETF buyer in Q4 2024 was Great Valley Advisor Group, an estimated $6.27M added.
- The largest Virtus Reaves Utilities ETF seller in Q4 2024 was HighTower Advisors, an estimated $2.12M sold.
Based on aggregated 13F filings for Q4 2024.