Virtus Reaves Utilities ETF
UTES
183 hedge funds and large institutions have $858M invested in Virtus Reaves Utilities ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 48 reducing their positions, and 17 closing their positions.
118% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 17
71% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 48
9% more funds holding
Funds holding: 168 → 183 (+15)
0.37% less ownership
Funds ownership: 61.86% → 61.49% (-0.37%)
2% less capital invested
Capital invested by funds: $879M → $858M (-$21.8M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$23.5M |
| 2 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$15.9M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$15.7M |
| 4 |
Two Sigma Investments
New York
|
+$8.89M |
| 5 |
LWP
LeClair Wealth Partners
Dublin,
Ohio
|
+$6.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$102M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$28.7M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$10.7M |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$8.13M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$5.86M |
UTES Hedge Fund Activity: Q1 2026 in Review
183 institutional investors reported a position in Virtus Reaves Utilities ETF (UTES) for Q1 2026, worth a combined $858M — down 2.5% from $879M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new UTES positions and 17 closed out — a net gain of 20 holders — while 82 added to existing stakes and 48 trimmed.
The largest buyer was Bank of America, adding an estimated $23.5M. The largest seller was JP Morgan Chase, cutting an estimated $102M.
- 183 institutional investors held Virtus Reaves Utilities ETF (UTES) as of Q1 2026, up from 168 in Q4 2025.
- Funds reported $858M of Virtus Reaves Utilities ETF stock for Q1 2026, down 2.5% quarter-over-quarter.
- 37 funds opened new Virtus Reaves Utilities ETF positions in Q1 2026 and 17 closed out, a net change of +20 holders.
- The largest Virtus Reaves Utilities ETF buyer in Q1 2026 was Bank of America, an estimated $23.5M added.
- The largest Virtus Reaves Utilities ETF seller in Q1 2026 was JP Morgan Chase, an estimated $102M sold.
Based on aggregated 13F filings for Q1 2026.