Who Owns UTES?
Virtus Reaves Utilities ETF — Institutional Ownership & 13F Holdings
$83.19
-0.56 (-0.67%)
Market Cap
$1.1B
Shares Outstanding
13,494,731
Institutional Holders
80
Total Inst. Value
$110.0M
% of Float Held
—
QoQ Holder Change
+68
Institutional data as of Q1 2025
New Positions
38
Closed Positions
15
Increased
25
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $13.8M | 213,291 |
| 2 | ROYAL BANK OF CANADA | $12.8M | 198,562 |
| 3 | Riggs Asset Managment Co. Inc.New | $11.8M | 183,114 |
| 4 | Cetera Investment Advisers | $8.9M | 137,614 |
| 5 | Kraft, Davis & Associates, LLC | $8.5M | 132,738 |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | $6.4M | 99,744 |
| 7 | STIFEL FINANCIAL CORP | $6.3M | 97,344 |
| 8 | Royal Harbor Partners, LLC | $3.3M | 51,181 |
| 9 | Equitable Holdings, Inc. | $3.3M | 50,417 |
| 10 | OSAIC HOLDINGS, INC. | $2.6M | 40,393 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | +36K | $13.8M |
| ROYAL BANK OF CANADA | +66K | $12.8M |
| Riggs Asset Managment Co. Inc.New | +183K | $11.8M |
| Cetera Investment Advisers | +88K | $8.9M |
| GREAT VALLEY ADVISOR GROUP, INC. | +4K | $6.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -34K | $2.3M |
| Royal Harbor Partners, LLC | -4K | $3.3M |
| Kraft, Davis & Associates, LLC | -3K | $8.5M |
| Prospera Financial Services Inc | -651 | $332K |
| Ameritas Advisory Services, LLC | -612 | $310K |
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Frequently Asked Questions
How many institutional investors hold UTES?
As of Q1 2025, 80 institutional investors report holding UTES (Virtus Reaves Utilities ETF) in their 13F filings.
Which hedge fund owns the most UTES?
The largest institutional holder of UTES is Cambridge Investment Research Advisors, Inc. with $13.8M in shares.
Are institutions buying or selling UTES?
This quarter, 38 institutions opened new positions in UTES and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.