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Virtus Reaves Utilities ETF (UTES) Institutional Ownership

$75.61 -1.51 (-1.96%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Virtus Reaves Utilities ETF (NYSEARCA:UTES)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$311.03M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$437.27K
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UTES Institutional Buying and Selling by Quarter

Virtus Reaves Utilities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Steel Grove Capital Advisors LLC45,669$3.21M0.2%N/A0.287%
10/8/2026Farther Finance Advisors LLC8,185$574K0.0%-39.1%0.051%
10/1/2026 Roxbury Financial LLC1,714$120K0.1%N/A0.011%
8/26/2026Principia Wealth Advisory LLC811$66K0.0%-20.6%0.005%
8/22/2026XP Advisory US Inc.139,273$11.38M6.2%N/A0.812%
5/19/2026Arkadios Wealth Advisors12,882$1.03M0.0%+4.2%0.068%
5/6/2026Bartlett & CO. Wealth Management LLC1,600$135K0.0%N/A0.008%
4/27/2026Sound Income Strategies LLC460$37K0.0%N/A0.003%
4/23/2026Coston McIsaac & Partners421$33K0.0%N/A0.002%
4/22/2026Janney Montgomery Scott LLC89,268$7.13M0.0%+220.5%0.502%
4/21/2026Fiduciary Alliance LLC9,989$826K0.1%+3.2%0.056%
2/18/2026NewEdge Advisors LLC19,786$1.56M0.0%+787.7%0.109%
2/13/2026Arkadios Wealth Advisors12,358$976K0.0%+4.0%0.068%
2/11/2026Janney Montgomery Scott LLC27,850$2.20M0.0%+100.1%0.153%
2/11/2026JPMorgan Chase & Co.3,377,998$266.69M0.0%+25.0%18.612%
2/10/2026Thoroughbred Financial Services LLC4,543$358K0.0%+13.8%0.025%
2/9/2026Steel Grove Capital Advisors LLC43,280$3.42M0.4%+11.7%0.238%
2/9/2026Cary Street Partners Financial LLC3,170$250K0.0%+31.0%0.017%
2/5/2026Western Wealth Management LLC3,126$247K0.0%N/A0.017%
1/28/2026Kingswood Wealth Advisors LLC31,699$2.50M0.1%+5.3%0.170%
1/26/2026Private Trust Co. NA3,416$270K0.0%+713.3%0.018%
1/23/2026Fifth Third Securities Inc.80,683$6.37M0.4%+45.9%0.440%
1/22/2026Fiduciary Alliance LLC9,679$764K0.0%+19.1%0.053%
1/16/2026Valicenti Advisory Services Inc.41,795$3.30M0.7%+1.9%0.228%
1/15/2026Highline Wealth Partners LLC2,823$223K0.1%+10.2%0.015%
1/15/2026Jaffetilchin Investment Partners LLC4,578$361K0.0%-4.2%0.025%
1/14/2026Nova Wealth Management Inc.8,002$632K0.4%+4.7%0.044%
1/8/2026Old Port Advisors21,438$1.69M0.4%+5.4%0.118%
11/17/2025NewEdge Advisors LLC2,229$186K0.0%N/A0.015%
11/10/2025Cary Street Partners Financial LLC2,420$202K0.0%N/A0.016%
11/10/2025Thoroughbred Financial Services LLC3,991$333K0.0%+3.3%0.027%
11/7/2025JPMorgan Chase & Co.2,702,319$225.48M0.0%N/A18.136%
11/4/2025Transcendent Capital Group LLC22,368$1.87M0.8%N/A0.150%
11/4/2025Jones Financial Companies Lllp332$28K0.0%N/A0.002%
10/29/2025Arkadios Wealth Advisors11,879$991K0.0%+95.2%0.081%
10/23/2025Kingswood Wealth Advisors LLC30,115$2.51M0.2%+9.1%0.205%
10/17/2025Valicenti Advisory Services Inc.41,000$3.42M0.7%N/A0.284%
10/15/2025Private Trust Co. NA420$35K0.0%-50.2%0.003%
10/14/2025Highline Wealth Partners LLC2,561$214K0.1%+7.6%0.018%
10/10/2025Fifth Third Securities Inc.55,289$4.61M0.3%+41.9%0.385%
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10/8/2025Fiduciary Alliance LLC8,129$678K0.0%N/A0.059%
10/6/2025Old Port Advisors20,344$1.70M0.4%+5.0%0.147%
8/12/2025Jaffetilchin Investment Partners LLC4,381$331K0.0%+8.1%0.050%
8/5/2025GPS Wealth Strategies Group LLC933$71K0.0%N/A0.012%
8/4/2025Arkadios Wealth Advisors6,085$460K0.0%+8.0%0.076%
7/30/2025Steel Grove Capital Advisors LLC38,750$2.93M0.3%+1.7%0.484%
7/29/2025Private Trust Co. NA843$64K0.0%+80.1%0.011%
7/23/2025Kingswood Wealth Advisors LLC27,592$2.09M0.2%-2.2%0.345%
7/17/2025Janney Montgomery Scott LLC11,036$834K0.0%+18.0%0.141%
7/17/2025Fifth Third Securities Inc.38,950$2.95M0.2%+105.7%0.496%
7/16/2025Highline Wealth Partners LLC2,380$180K0.1%+9.2%0.030%
7/16/2025Old Port Advisors19,371$1.46M0.4%+30.9%0.247%
5/29/2025Nova 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%


UTES Institutional Ownership - Frequently Asked Questions

During the previous two years, 30 institutional investors and hedge funds held shares of Virtus Reaves Utilities ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($266.69M), XP Advisory US Inc. ($11.38M), Janney Montgomery Scott LLC ($7.13M), Beaumont Financial Advisors LLC ($6.66M), Fifth Third Securities Inc. ($6.37M), Valicenti Advisory Services Inc. ($3.30M), and Steel Grove Capital Advisors LLC ($3.21M).Learn more on Virtus Reaves Utilities ETF's institutional investors.

Of the 28 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: JPMorgan Chase & Co. ($3.38M), XP Advisory US Inc. ($139.27K), Janney Montgomery Scott LLC ($86.39K), Steel Grove Capital Advisors LLC ($84.70K), Fifth Third Securities Inc. ($80.68K), Valicenti Advisory Services Inc. ($41.80K), and Kingswood Wealth Advisors LLC ($32.31K).

Institutional investors have bought a total of 3,781,137 shares in the last 24 months. This purchase volume represents approximately $311.03M in transactions.

The following institutional investors have sold Virtus Reaves Utilities ETF stock in the last 24 months: Farther Finance Advisors LLC ($5.26K), Private Trust Co. NA ($423.00), Principia Wealth Advisory LLC ($210.00), and Jaffetilchin Investment Partners LLC ($201.00).

Institutional investors have sold a total of 6,091 shares in the last 24 months. This volume of shares sold represents approximately $437.27K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:UTES is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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