Virtus Reaves Utilities ETFUTESETF
13F holders, Q1 2024 (March 31)19holders
$49.91avg. 13F price*
At the end of Q1 2024, 19 institutions reported holding Virtus Reaves Utilities ETF (UTES) in their 13F filings. The largest holders were Royal Bank of Canada ($10.0M), Kraft, Davis & Associates, LLC ($7.0M) and LPL Financial LLC ($1.5M).
- Company
- Virtus Reaves Utilities ETF
- Filed as
- ETFIS SER TR I (Q1 2024)
- CUSIP
- 26923G806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $8.4M |
| Exits | 5 | $1.7M |
Ownership 19 holders
| Royal Bank of Canada | 0.00% | Add +45.1% | 205,029 | $10.0M |
| Kraft, Davis & Associates, LLC | 2.12% | New | 131,667 | $7.0M |
| LPL Financial LLC | 0.00% | Add +21.4% | 31,879 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.4% | 26,403 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -11.0% | 17,494 | $849K |
| Atlas Wealth Partners, LLC | 4.12% | Add +1.4% | 14,643 | $760K |
| Principal Securities, Inc. | 0.02% | Add +451.0% | 13,978 | $679K |
| StoneX Group Inc. | 0.06% | New | 13,881 | $674K |
| Ingalls & Snyder LLC | 0.03% | Reduce -22.7% | 11,921 | $579K |
| Belpointe Asset Management LLC | 0.03% | New | 8,740 | $424K |
| Lanark Financial, Inc. | 0.03% | Add +5.8% | 7,538 | $365K |
| Ameritas Advisory Services, LLC | 0.01% | New | 6,157 | $299K |
| Weil Company, Inc. | 0.10% | No change | 5,300 | $257K |
| Mezzasalma Advisors, LLC | 0.12% | Reduce -18.3% | 5,073 | $246K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.2% | 4,850 | $235K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.8% | 4,357 | $212K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +7.5% | 741 | $36K |
| CoreCap Advisors, LLC | 0.00% | New | 100 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $486 |
"% of holder's portfolio" is UTES's weight in each manager's 13F, not the share of Virtus Reaves Utilities ETF the manager owns.