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Virtus Reaves Utilities ETF (UTES) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Virtus Reaves Utilities ETF (NYSEARCA:UTES)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$8.30M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$10.08K
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UTES Institutional Buying and Selling by Quarter

Virtus Reaves Utilities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2025 Nova Wealth Management Inc.7,536$487K0.4%-2.0%0.120%
5/8/2025 Arkadios Wealth Advisors5,636$364K0.0%+46.7%0.092%
5/6/2025 Old Port Advisors14,793$956K0.3%N/A0.243%
5/1/2025 Fifth Third Securities Inc.18,934$1.22M0.1%+13.1%0.310%
4/24/2025 Jaffetilchin Investment Partners LLC4,051$262K0.0%+5.0%0.066%
4/21/2025 Steel Grove Capital Advisors LLC38,111$2.46M0.4%+37.5%0.625%
4/21/2025 Kingswood Wealth Advisors LLC28,201$1.82M0.1%+9.8%0.462%
4/17/2025 Highline Wealth Partners LLC2,180$141K0.0%N/A0.036%
4/17/2025 Janney Montgomery Scott LLC9,350$604K0.0%N/A0.155%
4/9/2025 NBC Securities Inc.8,854$571K0.0%+110,575.0%0.146%
2/17/2025 Ameriprise Financial Inc.4,826$308K0.0%N/A0.386%
2/14/2025 Steel Grove Capital Advisors LLC27,714$1.77M0.2%+551.8%2.217%
2/13/2025 Jaffetilchin Investment Partners LLC3,857$246K0.0%+25.3%0.309%
2/5/2025 Private Trust Co. NA468$30K0.0%+151.6%0.037%
1/23/2025 Fifth Third Securities Inc.16,747$1.07M0.1%N/A1.340%
1/22/2025 Kingswood Wealth Advisors LLC25,686$1.64M0.1%N/A2.055%
1/17/2025 Beaumont Financial Advisors LLC104,508$6.66M0.5%+0.9%8.361%
1/15/2025 Arkadios Wealth Advisors3,842$245K0.0%N/A0.307%
10/15/2024 NBC Securities Inc.8,854$566K0.0%+1.8%0.708%
10/9/2024 Beaumont Financial Advisors LLC103,597$6.63M0.5%+0.5%8.288%
4/5/2024 NBC Securities Inc.7,538$365K0.0%+5.8%0.754%
11/4/2023 NBC 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 UTES's institutional investors.

Which institutional investors have been buying Virtus Reaves Utilities ETF stock?

Of the 12 institutional investors that purchased Virtus Reaves Utilities ETF 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 137,007 shares in the last 24 months. This purchase volume represents approximately $8.61M in transactions.

Which Virtus Reaves Utilities ETF 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.



This page (NYSEARCA:UTES) was last updated on 6/12/2025 by MarketBeat.com Staff
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