UTES

Virtus Reaves Utilities ETF

-$19.9M

Net Activity

Institutions Holding

181

Popularity Rank

#3145

Avg Weight

0.26%

Total Value

$860.2M

Ownership Trend

181 institutions currently hold UTES, with 118 net buyers and 65 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

65

Net Buying Institutions

118

Key Holders

Key Holders

Top 5 by Value

JC
Jpmorgan Chase & Co
$168.6M
LF
LPL Financial LLC
$94.7M
BO
Bank Of America CORP /de/
$65.6M
OH
Osaic Holdings, INC.
$44.9M
UG
UBS Group AG
$32.0M

Top 5 by Conviction

TB
Ted Buchan & Co
3.89%
AW
Adamsbrown Wealth Consultants LLC
3.36%
MA
Macro Advisors, Inc.
2.55%
KD
Kraft, Davis & Associates, LLC
2.35%
BW
BostonPremier Wealth LLC
2.25%
View all 181 holding institutions

Quarterly Activity

Recent Activity

+$526.9M

Total Buy Value

$490.2M

Total Sell Value

New buy36
Trim49
Add82
Sold out16

118

Net Buyers

65

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding VIRTUS REAVES UTILITIES ETF (UTES)?
Major stakeholders currently include Jpmorgan Chase & Co ($168.6M), LPL Financial LLC ($94.7M), Bank Of America CORP /de/ ($65.6M). Based on the latest 13F filings, there are a total of 181 tracked investment funds and institutions maintaining positions in UTES.
What is the overall institutional sentiment toward UTES recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $19.9M, driven by 118 managers accumulating shares while 65 reduced their exposure.
Which institutions have been selling or reducing their UTES positions?
In the latest period, 49 funds trimmed their holdings, and 16 managers completely exited their positions. The aggregate reported sell value was $490.2M.
Are there any notable investors adding UTES to their portfolios?
Yes, buying activity remains notable. 36 institutions opened new positions in {ticker}, and 82 existing holders added to their shares. The total reported buy value for the quarter amounted to $526.9M.

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