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Virtus Reaves Utilities ETF
UTES

Overview Fund Activity

93 hedge funds and large institutions have $246M invested in Virtus Reaves Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+13
Holders Change %
+16.25%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
21
Increased
45
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
Mainstay Capital Management
Michigan
$19.9M
2
LPL Financial
LPL Financial
California
$42.8M
3
Bank of America
Bank of America
North Carolina
$6.21M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M
5
PCP
Proficio Capital Partners
Massachusetts
$3.58M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$1.59M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.84M
3
UBS Group
UBS Group
Switzerland
$0
4
Citadel Advisors
Citadel Advisors
Florida
$2.38M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$42.8M +$19.5M +257,964 +84%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$20M +$3.84M +50,761 +24%
MCM
3
Mainstay Capital Management
Michigan
$19.9M +$19.9M +262,572 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.8M -$186K -2,457 -1%
RAM
5
Riggs Asset Management
Pennsylvania
$14.1M +$256K +3,392 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$11.9M +$1.5M +19,824 +14%
KDA
7
Kraft Davis & Associates
Missouri
$10.5M -$44K -556 -0.4%
Stifel Financial
8
Stifel Financial
Missouri
$9.38M +$2.02M +26,684 +27%
GVAG
9
Great Valley Advisor Group
Delaware
$7.98M +$441K +5,833 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.31M +$2.4M +31,685 +61%
Bank of America
11
Bank of America
North Carolina
$6.21M +$6.21M +82,173 New
AWS
12
Atria Wealth Solutions
New York
$4.75M +$846K +11,221 +22%
EH
13
Equitable Holdings
New York
$3.99M +$180K +2,375 +5%
AAS
14
Avantax Advisory Services
Texas
$3.98M +$1.48M +19,524 +59%
RHP
15
Royal Harbor Partners
Texas
$3.8M -$72.5K -959 -2%
PCP
16
Proficio Capital Partners
Massachusetts
$3.58M +$3.58M +2,811,223 New
MA
17
MONECO Advisors
Connecticut
$3.22M +$1.85M +24,513 +136%
FTS
18
Fifth Third Securities
Ohio
$2.94M +$1.51M +20,016 +106%
ARG
19
Advisory Resource Group
Oklahoma
$2.93M -$53.5K -708 -2%
SGCA
20
Steel Grove Capital Advisors
Tennessee
$2.93M +$48.3K +639 +2%
CCFM
21
Clear Creek Financial Management
Washington
$2.87M -$4.31K -57 -0.1%
GIA
22
Gladstone Institutional Advisory
Florida
$2.82M +$50.3K +666 +2%
PI
23
PFG Investments
New York
$2.76M -$27.7K -366 -1%
Citadel Advisors
24
Citadel Advisors
Florida
$2.38M -$635K -8,398 -21%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.27M +$2.27M +30,034 New
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