VIRTUS REAVES UTILITIES ETF (UTES) Institutional Ownership Changes & 13F Activity

VIRTUS REAVES UTILITIES ETF (UTES). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Treasurer Of The State Of North Carolina, Wells Fargo & Company/Mn, Royal Bank Of Canada, Modern Wealth Management, Llc, and Thrivent Financial For Lutherans.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Corient Private Wealth LlcBuy+1,327+36.7%4,939$403.70KQ2 2026Aug 27, 2026
Vermillion & White Wealth Management Group, LlcBuy+19,24219,242$1.58MQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-2,062-40.4%3,044$248.80KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+685+7.9%9,356$764.76KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-4,123-41.1%5,916$483.57KQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+45,28145,281$3.70MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-9,250-18.2%41,445$3.39MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-2,509-14.7%14,521$1.19MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+148+0.5%32,867$2.69MQ2 2026Aug 17, 2026
Treasurer Of The State Of North CarolinaBuy+623,863623,863$50.99MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+156,341+1949.4%164,361$13.43MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+124,359+66.5%311,230$25.44MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+111,100111,100$9.08MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-100,405-92.6%8,019$655.00KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+95,467+51.8%279,789$22.87MQ2 2026Aug 14, 2026
Itau Unibanco Holding S.A.Buy+79,313+64.3%202,713$16.57MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+47,806+5.8%869,363$71.06MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-46,085-23.6%149,412$12.21MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+31,69031,690$2.59MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+30,42630,426$2.49MQ2 2026Aug 14, 2026
Btg Pactual Asset Management Us LlcBuy+22,715+28.2%103,391$8.23MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-8,297-1.5%553,864$45.27MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-7,191-35.0%13,367$1.09MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+4,6904,690$383.36KQ2 2026Aug 14, 2026
&PartnersBuy+3,871+18.6%24,667$2.02MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+2,2992,299$193.78KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-795-7.0%10,534$861.05KQ2 2026Aug 14, 2026
Resurgent Financial Advisors LlcBuy+509+5.0%10,707$875.19KQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+406+5.3%8,029$656.31KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+386+3.8%10,555$862.77KQ2 2026Aug 14, 2026
Showing 30 of 186

Frequently asked questions about UTES activity

  • Which institutional owners are buying UTES?

    Institutional owners buying UTES include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in UTES activity?

    "Buy" means an investor increased their reported position in UTES compared to the prior reporting period. This reflects growing exposure to VIRTUS REAVES UTILITIES ETF (UTES) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in UTES increasing?

    Institutional interest in UTES can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.