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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Osaic Holdings, Inc., Stifel Financial Corp, Cetera Investment Advisers, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Rhodes Investment Advisors Inc | Buy | +10,270 | — | 10,270 | $810.82K | Q4 2025 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +54 | — | 54 | $4.26K | Q4 2025 | May 12, 2026 |
| Larry Mathis Financial Planning, Llc | Buy | +18,741 | — | 18,741 | $1.48M | Q4 2025 | Mar 11, 2026 |
| Lifetime Wealth Management P.C. | Buy | +53 | — | 53 | $773.05K | Q4 2025 | Mar 09, 2026 |
| Astoria Portfolio Advisors Llc. | Buy | +22,824 | — | 22,824 | $1.90M | Q4 2025 | Feb 24, 2026 |
| Royal Harbor Partners, Llc | Buy | +46,543 | — | 46,543 | $3.67M | Q4 2025 | Feb 19, 2026 |
| Corient Private Wealth Llc | Buy | +19,897 | — | 19,897 | $1.57M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +148,563 | — | 148,563 | $11.73M | Q4 2025 | Feb 18, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +32,164 | — | 32,164 | $2.54M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +19,786 | — | 19,786 | $1.56M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +9,552 | — | 9,552 | $754.14K | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +3,061 | — | 3,061 | $241.66K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +528,919 | — | 528,919 | $41.76M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +527,660 | — | 527,660 | $41.66M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +260,652 | — | 260,652 | $20.58M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +189,687 | — | 189,687 | $14.98M | Q4 2025 | Feb 17, 2026 |
| Btg Pactual Asset Management Us Llc | Buy | +75,963 | — | 75,963 | $6.05M | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | Buy | +57,437 | — | 57,437 | $4.53M | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory Llc | Buy | +36,704 | — | 36,704 | $2.90M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +25,865 | — | 25,865 | $2.04M | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | Buy | +15,017 | — | 15,017 | $1.19M | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +14,463 | — | 14,463 | $1.14M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +12,085 | — | 12,085 | $954.11K | Q4 2025 | Feb 17, 2026 |
| Bluedoor Private Wealth, Llc | Buy | +7,838 | — | 7,838 | $618.81K | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +4,775 | — | 4,775 | $376.99K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +675 | — | 675 | $53.29K | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors Llc | Buy | +495 | — | 495 | $39.08K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +2 | — | 2 | $158.00 | Q4 2025 | Feb 17, 2026 |
| Stifel Financial Corp | Buy | +281,283 | — | 281,283 | $22.21M | Q4 2025 | Feb 13, 2026 |
| Itau Unibanco Holding S.A. | Buy | +123,400 | — | 123,400 | $9.74M | Q4 2025 | Feb 13, 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.