Virtus Reaves Utilities ETF (UTES) Institutional Ownership $74.91 +0.99 (+1.34%) As of 07/3/2025 05:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Virtus Reaves Utilities ETF (NYSEARCA:UTES)Number ofInstitutional Buyers(last 12 months)12TotalInstitutional Inflows(last 12 months)$8.30MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$10.08K Get UTES Insider Trade Alerts Want to know when executives and insiders are buying or selling Virtus Reaves Utilities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data UTES Institutional Buying and Selling by Quarter Virtus Reaves Utilities ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/29/2025Nova Wealth Management Inc.7,536$487K0.4%-2.0%0.120% 5/8/2025Arkadios Wealth Advisors5,636$364K0.0%+46.7%0.092% 5/6/2025Old Port Advisors14,793$956K0.3%N/A0.243% 5/1/2025Fifth Third Securities Inc.18,934$1.22M0.1%+13.1%0.310% 4/24/2025Jaffetilchin Investment Partners LLC4,051$262K0.0%+5.0%0.066% 4/21/2025Steel Grove Capital Advisors LLC38,111$2.46M0.4%+37.5%0.625% 4/21/2025Kingswood Wealth Advisors LLC28,201$1.82M0.1%+9.8%0.462% 4/17/2025Highline Wealth Partners LLC2,180$141K0.0%N/A0.036% 4/17/2025Janney Montgomery Scott LLC9,350$604K0.0%N/A0.155% 4/9/2025NBC Securities Inc.8,854$571K0.0%+110,575.0%0.146% 2/17/2025Ameriprise Financial Inc.4,826$308K0.0%N/A0.386% 2/14/2025Steel Grove Capital Advisors LLC27,714$1.77M0.2%+551.8%2.217% 2/13/2025Jaffetilchin Investment Partners LLC3,857$246K0.0%+25.3%0.309% 2/5/2025Private Trust Co. NA468$30K0.0%+151.6%0.037% 1/23/2025Fifth Third Securities Inc.16,747$1.07M0.1%N/A1.340% 1/22/2025Kingswood Wealth Advisors LLC25,686$1.64M0.1%N/A2.055% 1/17/2025Beaumont Financial Advisors LLC104,508$6.66M0.5%+0.9%8.361% 1/15/2025Arkadios Wealth Advisors3,842$245K0.0%N/A0.307% 10/15/2024NBC Securities Inc.8,854$566K0.0%+1.8%0.708% 10/9/2024Beaumont Financial Advisors LLC103,597$6.63M0.5%+0.5%8.288% 4/5/2024NBC Securities Inc.7,538$365K0.0%+5.8%0.754% 11/4/2023NBC Securities Inc.7,128$296K0.0%N/A0.713% (Data available from 1/1/2016 forward) UTES Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of UTES shares? During the previous two years, 13 institutional investors and hedge funds held shares of Virtus Reaves Utilities ETF. The most heavily invested institutionals were Beaumont Financial Advisors LLC ($6.66M), Steel Grove Capital Advisors LLC ($2.46M), Kingswood Wealth Advisors LLC ($1.82M), Fifth Third Securities Inc. ($1.22M), Old Port Advisors ($956K), Janney Montgomery Scott LLC ($604K), and NBC Securities Inc. ($571K).Learn more on Virtus Reaves Utilities ETF's institutional investors. Which institutional investors have been buying Virtus Reaves Utilities ETF's stock? Of the 12 institutional investors that purchased Virtus Reaves Utilities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Steel Grove Capital Advisors LLC ($33.86K), Kingswood Wealth Advisors LLC ($28.20K), Fifth Third Securities Inc. ($18.93K), NBC Securities Inc. ($16.54K), Old Port Advisors ($14.79K), Janney Montgomery Scott LLC ($9.35K), and Arkadios Wealth Advisors ($5.64K). How much institutional buying is happening at Virtus Reaves Utilities ETF? Institutional investors have bought a total of 129,469 shares in the last 24 months. This purchase volume represents approximately $8.30M in transactions. Which of Virtus Reaves Utilities ETF's major shareholders have been selling company stock? The following institutional investors have sold Virtus Reaves Utilities ETF stock in the last 24 months: Nova Wealth Management Inc. ($156.00). How much institutional selling is happening at Virtus Reaves Utilities ETF? Institutional investors have sold a total of 156 shares in the last 24 months. This volume of shares sold represents approximately $10.08K in transactions. 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