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Virtus Reaves Utilities ETF

169 hedge funds and large institutions have $881M invested in Virtus Reaves Utilities ETF in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 10

163% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 30

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

37% more capital invested

Capital invested by funds: $643M → $881M (+$239M)

31% more funds holding

Funds holding: 129169 (+40)

2.5% more ownership

Funds ownership: 59.5%62% (+2.5%)

Holders
169
Holders Change
+40
Holders Change %
+31.01%
% of All Funds
2.06%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
50
Increased
79
Reduced
30
Closed
10
Calls
$213K
Puts
Net Calls
+$213K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$267M +$55.7M +675,679 +25%
LPL Financial
2
LPL Financial
California
$91.1M +$24.1M +292,337 +34%
UBS Group
3
UBS Group
Switzerland
$59.8M +$44.2M +535,508 +241%
Bank of America
4
Bank of America
North Carolina
$41.8M +$24M +290,420 +122%
Osaic Holdings
5
Osaic Holdings
Arizona
$41.7M +$36.3M +440,682 +507%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$23.3M +$1.31M +15,848 +6%
Stifel Financial
7
Stifel Financial
Missouri
$22.2M +$5.76M +69,856 +33%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$20.6M +$4.72M +57,176 +28%
AWM
9
Aprio Wealth Management
Georgia
$15.7M +$1.69M +20,516 +12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$15.6M +$11M +133,114 +207%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15M +$940K +11,403 +6%
RAM
12
Riggs Asset Management
Pennsylvania
$14.7M -$280K -3,398 -2%
GVAG
13
Great Valley Advisor Group
Delaware
$13.4M +$4.41M +53,443 +46%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$12.1M +$6.55M +79,453 +107%
Raymond James Financial
15
Raymond James Financial
Florida
$11.7M +$4.19M +50,781 +52%
AWC
16
Adamsbrown Wealth Consultants
Kansas
$11.6M +$828K +10,044 +7%
KDA
17
Kraft Davis & Associates
Missouri
$10.6M +$71.5K +867 +0.7%
TBC
18
Ted Buchan & Co
California
$9.97M +$758K +9,187 +8%
IUHSA
19
Itau Unibanco Holding S.A.
Brazil
$9.74M +$10.2M +123,400 New
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$9.22M -$878K -10,644 -8%
FAM
21
Flaharty Asset Management
Florida
$8.79M +$9.1M +110,388 New
QWM
22
Quadcap Wealth Management
Texas
$8.28M +$1.1M +13,324 +15%
MML Investors Services
23
MML Investors Services
Massachusetts
$6.86M +$3.17M +38,445 +79%
FTS
24
Fifth Third Securities
Ohio
$6.37M +$2.09M +25,394 +46%
BPAMU
25
BTG Pactual Asset Management US
New York
$6.05M +$6.15M +74,630 +5,599%