We are live on ! Find out more
UTES icon

Virtus Reaves Utilities ETF

94 hedge funds and large institutions have $249M invested in Virtus Reaves Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

171% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 17

68% more capital invested

Capital invested by funds: $148M → $249M (+$100M)

45.47% more ownership

Funds ownership: 37.95%83.41% (+45%)

18% more funds holding

Funds holding: 8094 (+14)

Holders
94
Holders Change
+14
Holders Change %
+17.5%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
22
Increased
46
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$42.8M +$17.9M +257,964 +84%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$20M +$3.52M +50,761 +24%
MCM
3
Mainstay Capital Management
Michigan
$19.9M +$18.2M +262,572 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.8M -$171K -2,457 -1%
RAM
5
Riggs Asset Management
Pennsylvania
$14.1M +$235K +3,392 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$11.9M +$1.38M +19,824 +14%
KDA
7
Kraft Davis & Associates
Missouri
$10.5M -$38.6K -556 -0.4%
Stifel Financial
8
Stifel Financial
Missouri
$9.38M +$1.85M +26,684 +27%
GVAG
9
Great Valley Advisor Group
Delaware
$7.98M +$405K +5,833 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.31M +$2.2M +31,685 +61%
Bank of America
11
Bank of America
North Carolina
$6.21M +$5.7M +82,173 New
AWS
12
Atria Wealth Solutions
New York
$4.75M +$779K +11,221 +22%
EH
13
Equitable Holdings
New York
$3.99M +$165K +2,375 +5%
AAS
14
Avantax Advisory Services
Texas
$3.98M +$1.36M +19,524 +59%
RHP
15
Royal Harbor Partners
Texas
$3.8M -$66.6K -959 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.74M +$630K +9,074 +22%
PCP
17
Proficio Capital Partners
Massachusetts
$3.58M +$195M +2,811,223 New
MA
18
MONECO Advisors
Connecticut
$3.22M +$1.7M +24,513 +136%
FTS
19
Fifth Third Securities
Ohio
$2.94M +$1.39M +20,016 +106%
ARG
20
Advisory Resource Group
Oklahoma
$2.93M -$49.2K -708 -2%
SGCA
21
Steel Grove Capital Advisors
Tennessee
$2.93M +$44.4K +639 +2%
CCFM
22
Clear Creek Financial Management
Washington
$2.87M -$3.96K -57 -0.1%
GIA
23
Gladstone Institutional Advisory
Florida
$2.82M +$46.2K +666 +2%
PI
24
PFG Investments
New York
$2.76M -$25.4K -366 -1%
Citadel Advisors
25
Citadel Advisors
Florida
$2.38M -$583K -8,398 -21%

UTES Hedge Fund Activity: Q2 2025 in Review

94 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Virtus Reaves Utilities ETF (UTES) for Q2 2025, worth a combined $249M — up 68% from $148M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UTES positions and 7 closed out — a net gain of 15 holders — while 46 added to existing stakes and 17 trimmed.

The largest buyer was Proficio Capital Partners, opening a new position worth an estimated $195M. The largest seller was Susquehanna International Group, cutting an estimated $769K.

  • 94 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q2 2025, up from 80 in Q1 2025.
  • Funds reported $249M of Virtus Reaves Utilities ETF stock for Q2 2025, up 68% quarter-over-quarter.
  • 22 funds opened new Virtus Reaves Utilities ETF positions in Q2 2025 and 7 closed out, a net change of +15 holders.
  • The largest Virtus Reaves Utilities ETF buyer in Q2 2025 was Proficio Capital Partners, an estimated $195M added.
  • The largest Virtus Reaves Utilities ETF seller in Q2 2025 was Susquehanna International Group, an estimated $769K sold.

Based on aggregated 13F filings for Q2 2025.