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Virtus Reaves Utilities ETF
UTES

Overview Fund Activity

80 hedge funds and large institutions have $148M invested in Virtus Reaves Utilities ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 13 closing their positions.

Holders
80
Holders Change
+14
Holders Change %
+21.21%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
28
Increased
28
Reduced
14
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$19.9M
2
RAM
2
Riggs Asset Management
Pennsylvania
$11.8M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.89M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$6.29M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
SAM
3
Synergy Asset Management
Washington
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.28M
5
SPC
5
Sigma Planning Corp
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$19.9M 308,013 +114,423 +59%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$13.8M 213,291 +36,088 +20%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.8M 198,562 +65,697 +49%
RAM
4
Riggs Asset Management
Pennsylvania
$11.8M 183,114 +95,618 +109%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$8.89M 137,614 +88,400 +180%
KDA
6
Kraft Davis & Associates
Missouri
$8.52M 132,738 -2,876 -2%
GVAG
7
Great Valley Advisor Group
Delaware
$6.44M 99,744 +3,951 +4%
Stifel Financial
8
Stifel Financial
Missouri
$6.29M 97,344 +47,896 +97%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.35M 51,839 +6,999 +16%
AWS
10
Atria Wealth Solutions
New York
$3.35M 51,809 +32,896 +174%
RHP
11
Royal Harbor Partners
Texas
$3.31M 51,181 -3,863 -7%
EH
12
Equitable Holdings
New York
$3.26M 50,417 +13,609 +37%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.61M 40,393 +23,791 +143%
Citadel Advisors
14
Citadel Advisors
Florida
$2.58M 39,898 +39,898 New
ARG
15
Advisory Resource Group
Oklahoma
$2.55M 39,491 +39,491 New
SGCA
16
Steel Grove Capital Advisors
Tennessee
$2.46M 38,111 +10,397 +38%
CCFM
17
Clear Creek Financial Management
Washington
$2.46M 38,047 -348 -0.9%
PI
18
PFG Investments
New York
$2.38M 36,855 +36,855 New
GIA
19
Gladstone Institutional Advisory
Florida
$2.37M 36,630 +36,630 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.28M 35,369 -33,670 -49%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.25M 34,847 +6,955 +25%
AAS
22
Avantax Advisory Services
Texas
$2.14M 33,099 +33,099 New
KWA
23
Kingswood Wealth Advisors
California
$1.82M 28,201 +2,515 +10%
FTS
24
Fifth Third Securities
Ohio
$1.22M 18,934 +2,187 +13%
MA
25
MONECO Advisors
Connecticut
$1.17M 18,049 +18,049 New
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