Virtus Reaves Utilities
UTES • ARCA
Virtus Reaves Utilities is an exchange-traded fund on ARCA. As of Q3 2025, 117 institutional investors hold shares in this ETF, with total holdings valued at $580.8M. JPMORGAN CHASE & CO is the largest holder with a position valued at $225.5M.
Overview
Overview of institutional ownership in UTES as of Q3 2025
All Institutions
- Institutions
- 117
- Value Held
- $580.8M
- Shares Held
- 7.0M
- Avg Position
- $5.0M
- Median Position
- $602.9K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $111.2K
- Shares Held
- 1.3K
- Avg Position
- $111.2K
- Median Position
- $111.2K
Biggest Investors
Institutions with the largest positions in UTES as of Q3 2025
| Institution | Position Value |
|---|---|
 JPMORGAN CHASE & CO Institution | $225.5M 0.01% of portfolio |
L LPL Financial LLC Institution | $71.8M 0.02% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $19.9M 0.00% of portfolio |
 UBS Group AG Institution | $18.5M 0.00% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $17.6M 0.02% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $17.0M 0.02% of portfolio |
 Riggs Asset Managment Co. Inc. RIA/Wealth | $15.9M 3.45% of portfolio |
 Aprio Wealth Management, LLC RIA/Wealth | $14.9M 1.48% of portfolio |
 ADAMSBROWN WEALTH CONSULTANTS LLC RIA/Wealth | $11.4M 3.14% of portfolio |
K Kraft, Davis & Associates, LLC Institution | $11.3M 2.81% of portfolio |
Net Capital Flow
Institutional buying and selling activity for UTES in Q3 2025
- Traded
- +$370.6M
- Buyers
- 89
- Sellers
- 25
- Total Bought
- +$391.4M
- Total Sold
- −$20.8M
- Avg Position
- $4.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
JPMORGAN CHASE & CO Institution | +$225.5M +2.7M shares |
L LPL Financial LLC Institution | +$24.6M +295.0K shares |
UBS Group AG Institution | +$18.5M +222.2K shares |
Aprio Wealth Management, LLC RIA/Wealth | +$14.9M +178.3K shares |
BANK OF AMERICA CORP /DE/ Institution | +$13.0M +156.3K shares |
ADAMSBROWN WEALTH CONSULTANTS LLC RIA/Wealth | +$11.4M +136.5K shares |
 Ted Buchan & Co RIA/Wealth | +$9.8M +117.1K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$7.9M +95.1K shares |
 Quadcap Wealth Management, LLC RIA/Wealth | +$7.6M +91.5K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$7.3M +87.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 MAINSTAY CAPITAL MANAGEMENT LLC /ADV RIA/Wealth | −$11.4M −136.6K shares |
P Proficio Capital Partners LLC Family Office | −$3.6M −2.8M shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$2.4M −31.5K shares |
W Wise Wealth Partners RIA/Wealth | −$1.4M −17.1K shares |
 Envestnet Portfolio Solutions, Inc. Long Only Manager | −$366.0K −4.8K shares |
D D. E. Shaw & Co., Inc. Institution | −$311.0K −4.1K shares |
 Retireful, LLC ETF Provider | −$287.3K −3.8K shares |
 Belpointe Asset Management LLC RIA/Wealth | −$271.9K −3.3K shares |
 Advisory Resource Group RIA/Wealth | −$125.2K −1.5K shares |
 Brookstone Capital Management RIA/Wealth | −$103.4K −1.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited UTES in Q3 2025
- New Positions
- 40
- New Value
- $68.2M
- Exited Positions
- 7
- Exited Value
- $7.0M
New Positions
| Institution | Position Value |
|---|---|
Aprio Wealth Management, LLC RIA/Wealth | $14.9M 178.3K shares |
ADAMSBROWN WEALTH CONSULTANTS LLC RIA/Wealth | $11.4M 136.5K shares |
Ted Buchan & Co RIA/Wealth | $9.8M 117.1K shares |
Quadcap Wealth Management, LLC RIA/Wealth | $7.6M 91.5K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $4.0M 48.5K shares |
 BostonPremier Wealth LLC RIA/Wealth | $3.8M 46.1K shares |
 LLBH Private Wealth Management, LLC RIA/Wealth | $2.5M 29.4K shares |
T Transcendent Capital Group LLC RIA/Wealth | $1.9M 22.4K shares |
C CI Private Wealth, LLC RIA/Wealth | $1.6M 18.9K shares |
 Atlas Wealth Partners, LLC RIA/Wealth | $1.4M 17.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
P Proficio Capital Partners LLC Family Office | $3.6M 2.8M shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $2.4M 31.5K shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | $366.0K 4.8K shares |
D D. E. Shaw & Co., Inc. Institution | $311.0K 4.1K shares |
Retireful, LLC ETF Provider | $287.3K 3.8K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $84.1K 1.1K shares |
 Financially Speaking Inc RIA/Wealth | $680.0 9.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in UTES as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with UTES as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Ted Buchan & Co RIA/Wealth | 3.83% $9.8M |
Riggs Asset Managment Co. Inc. RIA/Wealth | 3.45% $15.9M |
ADAMSBROWN WEALTH CONSULTANTS LLC RIA/Wealth | 3.14% $11.4M |
K Kraft, Davis & Associates, LLC Institution | 2.81% $11.3M |
BostonPremier Wealth LLC RIA/Wealth | 1.91% $3.8M |
Aprio Wealth Management, LLC RIA/Wealth | 1.48% $14.9M |
Atlas Wealth Partners, LLC RIA/Wealth | 1.45% $1.4M |
 Royal Harbor Partners, LLC RIA/Wealth | 1.41% $4.1M |
 Comprehensive Wealth Management, LLC RIA/Wealth | 1.21% $1.7M |
S Sunbeam Capital Management, LLC RIA/Wealth | 1.07% $1.7M |
Hedge Fund Spotlight
Discover hedge funds investing in UTES
BTG Pactual Asset Management US LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerJohn Joseph Fath
- Portfolio Value
- $840.7M
- Positions
- 231
- Last Reported
- Q3 2025
Sector Allocation
Position in Virtus Reaves Utilities
- Market Value
- $111.2K
- Shares Held
- 1.3K
- Portfolio Weight
- 0.01%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $151.4M | 18.01% | |
ETF ETF | $87.4M | 10.39% | |
ETF ETF | $34.4M | 4.10% |
