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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Corient Private Wealth Llc | Buy | +1,327 | +36.7% | 4,939 | $403.70K | Q2 2026 | Aug 27, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +19,242 | — | 19,242 | $1.58M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -2,062 | -40.4% | 3,044 | $248.80K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +685 | +7.9% | 9,356 | $764.76K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -4,123 | -41.1% | 5,916 | $483.57K | Q2 2026 | Aug 18, 2026 |
| Wny Asset Management, Llc | Buy | +45,281 | — | 45,281 | $3.70M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -9,250 | -18.2% | 41,445 | $3.39M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -2,509 | -14.7% | 14,521 | $1.19M | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +148 | +0.5% | 32,867 | $2.69M | Q2 2026 | Aug 17, 2026 |
| Treasurer Of The State Of North Carolina | Buy | +623,863 | — | 623,863 | $50.99M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +156,341 | +1949.4% | 164,361 | $13.43M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +124,359 | +66.5% | 311,230 | $25.44M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +111,100 | — | 111,100 | $9.08M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -100,405 | -92.6% | 8,019 | $655.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +95,467 | +51.8% | 279,789 | $22.87M | Q2 2026 | Aug 14, 2026 |
| Itau Unibanco Holding S.A. | Buy | +79,313 | +64.3% | 202,713 | $16.57M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +47,806 | +5.8% | 869,363 | $71.06M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -46,085 | -23.6% | 149,412 | $12.21M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +31,690 | — | 31,690 | $2.59M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +30,426 | — | 30,426 | $2.49M | Q2 2026 | Aug 14, 2026 |
| Btg Pactual Asset Management Us Llc | Buy | +22,715 | +28.2% | 103,391 | $8.23M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -8,297 | -1.5% | 553,864 | $45.27M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -7,191 | -35.0% | 13,367 | $1.09M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +4,690 | — | 4,690 | $383.36K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +3,871 | +18.6% | 24,667 | $2.02M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +2,299 | — | 2,299 | $193.78K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -795 | -7.0% | 10,534 | $861.05K | Q2 2026 | Aug 14, 2026 |
| Resurgent Financial Advisors Llc | Buy | +509 | +5.0% | 10,707 | $875.19K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +406 | +5.3% | 8,029 | $656.31K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +386 | +3.8% | 10,555 | $862.77K | Q2 2026 | Aug 14, 2026 |
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.