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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsBuy133,308$264,297
Q4 2025Sequoia Financial AdvisorsBuy3,2953,295$260,104

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.

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