Who Owns Virtus Reaves Utilities ETF (UTES)?Hedge Fund & Institutional Holders

$81.58+0.72 (+0.89%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.2500011850791e+211T

% of Float Held

—

QoQ Change in Holders

+14 / -4

Price History

$57.40$64.93$72.46$79.99$87.52Sep 24Jun 25Mar 26

UTES — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COIncreased+357K+$61.9M
ENVESTNET ASSET MANAGEMENT INCNew Position+197K+$15.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+154K+$12.0M
ADAMSBROWN WEALTH CONSULTANTS LLCNew Position+147K+$11.6M
Kraft, Davis & Associates, LLCNew Position+133K+$10.6M
Itau Unibanco Holding S.A.New Position+123K+$9.0M
Flaharty Asset Management, LLCNew Position+110K+$8.8M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+116K+$8.0M
Blue Water Asset ManagementNew Position+71K+$5.6M
BostonPremier Wealth LLCNew Position+52K+$4.1M
MONECO ADVISORS, LLCNew Position+49K+$3.9M
Royal Harbor Partners, LLCNew Position+47K+$3.7M
VALICENTI ADVISORY SERVICES INCNew Position+42K+$3.3M
JANE STREET GROUP, LLCNew Position+42K+$3.0M
Advisory Resource GroupNew Position+38K+$3.0M

UTES — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Riggs Asset Managment Co. Inc.Decreased-3K-$15.8B
MAINSTAY CAPITAL MANAGEMENT LLC /ADVDecreased-123K-$10.5B
Equitable Holdings, Inc.Decreased-18K-$6.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-49K-$5.1B
Steward Partners Investment Advisory, LLCDecreased-779-$2.8B
Prospera Financial Services IncDecreased-489-$2.2B
NBC SECURITIES, INC.Decreased-133-$755.2M
Red Mountain Financial, LLCDecreased-478-$637.4M
TrueWealth Advisors, LLCDecreased-40-$620.8M
Wealthspire Advisors, LLCClosed Position-6K-$541.7M
Pekin Hardy Strauss, Inc.Decreased-900-$450.2M
Jaffetilchin Investment Partners, LLCDecreased-201-$398.4M
Essex Financial Services, Inc.Closed Position-4K-$369.8M
CreativeOne Wealth, LLCClosed Position-4K-$332.3M
Brookstone Capital ManagementClosed Position-3K-$249.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JPMORGAN CHASE & CO2,852,161$225.0M0.01%Share
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO358,030$118.5M0.07%Share
3LPL Financial LLC1,153,353$91.0M0.02%Share
4UBS Group AG719,451$56.8M0.01%Share
5JPMORGAN CHASE & CO491,741$38.0M0.00%Share
6OSAIC HOLDINGS, INC.422,835$33.0M0.05%Share
7Cambridge Investment Research Advisors, Inc.295,690$23.0M0.06%Share
8BANK OF AMERICA CORP /DE/285,714$22.0M0.00%Share
9STIFEL FINANCIAL CORP281,014$22.0M0.02%Share
10Cetera Investment Advisers260,652$20.0M0.02%Share
11BANK OF AMERICA CORP /DE/209,745$16.0M0.00%Share
12Aprio Wealth Management, LLC198,795$15.7M0.90%Share
13ENVESTNET ASSET MANAGEMENT INC197,469$15.0M0.00%Share
14Riggs Asset Managment Co. Inc.186,639$14.7M2.97%Share
15ROYAL BANK OF CANADA189,469$14.0M0.00%Share
16GREAT VALLEY ADVISOR GROUP, INC.169,135$13.0M0.25%Share
17COMMONWEALTH EQUITY SERVICES, LLC153,614$12.0M0.02%Share
18ADAMSBROWN WEALTH CONSULTANTS LLC146,550$11.6M3.22%Share
19Kraft, Davis & Associates, LLC133,121$10.6M2.37%Share
20Ted Buchan & Co126,335$9.0M3.31%Share
21Itau Unibanco Holding S.A.123,400$9.0M0.22%Share
22Flaharty Asset Management, LLC110,388$8.8M1.10%Share
23Quadcap Wealth Management, LLC104,775$8.3M0.95%Share
24THRIVENT FINANCIAL FOR LUTHERANS98,195$7.0M0.01%Share
25OSAIC HOLDINGS, INC.89,651$7.0M0.01%Share
26RAYMOND JAMES FINANCIAL INC90,680$7.0M0.00%Share
27FIFTH THIRD SECURITIES, INC.80,683$6.4M0.42%Share
28BTG Pactual Asset Management US LLC75,963$6.0M0.58%Share
29MML INVESTORS SERVICES, LLC86,911$6.0M0.01%Share
30Blue Water Asset Management71,203$5.6M2.02%Share
31BostonPremier Wealth LLC51,843$4.1M2.10%Share
32Equitable Holdings, Inc.57,437$4.0M0.03%Share
33RAYMOND JAMES FINANCIAL INC57,883$4.0M0.00%Share
34MONECO ADVISORS, LLC49,179$3.9M0.31%Share
35Royal Harbor Partners, LLC46,543$3.7M1.21%Share
36STEEL GROVE CAPITAL ADVISORS, LLC43,280$3.4M0.35%Share
37VALICENTI ADVISORY SERVICES INC41,795$3.3M0.69%Share
38UBS Group AG38,261$3.0M0.00%Share
39JANE STREET GROUP, LLC41,328$3.0M0.00%Share
40HighTower Advisors, LLC47,747$3.0M0.00%Share
41Advisory Resource Group37,735$3.0M0.52%Share
42Clear Creek Financial Management, LLC37,730$3.0M0.24%Share
43PFG Investments, LLC35,882$2.8M0.13%Share
44Prosperity Financial Group, Inc.35,130$2.8M1.00%Share
45J.W. COLE ADVISORS, INC.33,875$2.7M0.06%Share
46Coastal Bridge Advisors, LLC32,164$2.5M0.19%Share
47KINGSWOOD WEALTH ADVISORS, LLC31,699$2.5M0.12%Share
48Steward Partners Investment Advisory, LLC32,555$2.0M0.01%Share
49Private Advisor Group, LLC25,865$2.0M0.01%Share
50BANK OF AMERICA CORP /DE/32,690$2.0M0.00%Share

UTES Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025165$967.3M+78
Q3 202587$524.9B-3
Q2 202590$208.0B+10
Q1 202580$127.4B+23
Q4 202457$16.4T+23
Q3 202434$33.8T+15
Q2 202419$23.5T+7
Q1 202412$14.0T—

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As of Q4 2025, 50 institutional investors hold UTES (Virtus Reaves Utilities ETF). The largest holder is JPMORGAN CHASE & CO with $225.0M in shares. This quarter, 14 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own UTES?

As of Q4 2025, 50 institutional investors report holding UTES (Virtus Reaves Utilities ETF) in their 13F filings.

Who is the largest institutional holder of UTES?

The largest institutional holder of UTES is JPMORGAN CHASE & CO with $225.0M in shares.

Is institutional ownership of UTES increasing or decreasing?

This quarter, 14 institutions opened new positions in UTES and 4 closed their positions.