Virtus Reaves Utilities ETFUTESETF
13F holders, Q1 2025 (March 31)81holders +15
29new positions
14sold out
2famous investors
$64.57avg. 13F price*
At the end of Q1 2025, 81 institutions reported holding Virtus Reaves Utilities ETF (UTES) in their 13F filings, up 15 from Q4 2024. 29 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($19.9M), Cambridge Investment Research Advisors, Inc. ($13.8M) and Royal Bank of Canada ($12.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Virtus Reaves Utilities ETF
- Filed as
- ETFIS SER TR I (Q1 2025)
- CUSIP
- 26923G806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $21.2M |
| Exits | 14 | $21.3M |
All 13F filers, Q4 2024 → Q1 2025: 900,032 shares bought and 377,938 shares sold, net +522,094 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| LPL Financial LLC | 0.01% | Add +59.1% | 308,013 | $19.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +20.4% | 213,291 | $13.8M |
| Royal Bank of Canada | 0.00% | Add +49.5% | 198,562 | $12.8M |
| Riggs Asset Managment Co. Inc. | 3.38% | Add +109.3% | 183,114 | $11.8M |
| Cetera Investment Advisers | 0.02% | Add +179.6% | 137,614 | $8.9M |
| Kraft, Davis & Associates, LLC | 2.75% | Reduce -2.1% | 132,738 | $8.5M |
| Great Valley Advisor Group, Inc. | 0.14% | Add +4.1% | 99,744 | $6.4M |
| Stifel Financial Corp. | 0.01% | Add +96.9% | 97,344 | $6.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.6% | 51,839 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +173.9% | 51,809 | $3.3M |
| Royal Harbor Partners, LLC | 1.28% | Reduce -7.0% | 51,181 | $3.3M |
| Equitable Holdings, Inc. | 0.03% | Add +37.0% | 50,417 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Add +143.3% | 40,393 | $2.6M |
| Citadel Advisors | 0.00% | New | 39,898 | $2.6M |
| Advisory Resource Group | 0.52% | New | 39,491 | $2.6M |
| Steel Grove Capital Advisors, LLC | 0.37% | Add +37.5% | 38,111 | $2.5M |
| Clear Creek Financial Management, LLC | 0.25% | Reduce -0.9% | 38,047 | $2.5M |
| PFG Investments, LLC | 0.15% | New | 36,855 | $2.4M |
| Gladstone Institutional Advisory LLC | 0.11% | New | 36,630 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.8% | 35,369 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.9% | 34,847 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | New | 33,099 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.17% | Add +9.8% | 28,201 | $1.8M |
| Fig Financial Advisory Services Inc. | 0.96% | New | 21,000 | $1.4M |
| Fifth Third Securities, Inc. | 0.10% | Add +13.1% | 18,934 | $1.2M |
| Moneco Advisors, LLC | 0.12% | New | 18,049 | $1.2M |
| Comprehensive Wealth Management, LLC | 0.75% | Add +19.6% | 16,786 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +84.5% | 15,149 | $979K |
| Old Port Advisors | 0.28% | New | 14,793 | $956K |
| Atlas Wealth Partners, LLC | 1.11% | Reduce -7.9% | 13,881 | $897K |
| Belpointe Asset Management LLC | 0.04% | New | 11,541 | $746K |
| UBS Group AG | 0.00% | New | 11,222 | $725K |
| Benjamin Edwards Inc. | 0.01% | Add +48.0% | 11,100 | $717K |
| StoneX Group Inc. | 0.04% | Reduce -6.1% | 10,772 | $696K |
| Principal Securities, Inc. | 0.01% | No change | 10,170 | $648K |
| Janney Montgomery Scott LLC | 0.00% | New | 9,350 | $604K |
| Lanark Financial, Inc. | 0.05% | — | 8,854 | $571K |
| Brookstone Capital Management | 0.01% | Add +7.8% | 8,743 | $565K |
| Sunbeam Capital Management, LLC | 0.53% | Add +3.6% | 8,659 | $559K |
| Nova Wealth Management, Inc. | 0.42% | Reduce -2.0% | 7,536 | $487K |
| TrueWealth Advisors, LLC | 0.15% | Add +29.6% | 6,976 | $451K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +27.2% | 6,249 | $404K |
| Jane Street Group, LLC | 0.00% | New | 6,204 | $401K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 6,191 | $400K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,116 | $395K |
| Mariner, LLC | 0.00% | New | 5,658 | $365K |
| Arkadios Wealth Advisors | 0.01% | Add +46.7% | 5,636 | $364K |
| Weil Company, Inc. | 0.10% | No change | 5,300 | $342K |
| Prospera Financial Services Inc | 0.01% | Reduce -11.3% | 5,131 | $332K |
| Kingsview Wealth Management, LLC | 0.01% | New | 4,930 | $318K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 4,887 | $316K |
| Ameriprise Financial Inc. | 0.00% | No change | 4,826 | $312K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -11.3% | 4,811 | $311K |
| First Heartland Consultants, Inc. | 0.03% | New | 4,529 | $293K |
| Ingalls & Snyder LLC | 0.01% | Reduce -25.3% | 4,421 | $286K |
| Formidable Asset Management, LLC | 0.04% | Reduce -8.8% | 4,161 | $269K |
| D. E. Shaw & Co. | 0.00% | New | 4,114 | $266K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +5.0% | 4,051 | $262K |
| Glassman Wealth Services | 0.04% | No change | 3,957 | $256K |
| Opal Wealth Advisors, LLC | 0.07% | Reduce -1.2% | 3,652 | $236K |
| Pekin Hardy Strauss, Inc. | 0.03% | New | 3,600 | $233K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 3,200 | $206K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 3,122 | $201K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 3,080 | $199K |
| Highline Wealth Partners LLC | 0.05% | New | 2,180 | $141K |
| Principia Wealth Advisory, LLC | 0.10% | Reduce -6.2% | 1,610 | $102K |
| Wells Fargo & Company | 0.00% | Add +150400.0% | 1,505 | $97K |
| Capital Analysts, LLC | 0.00% | No change | 1,336 | $86K |
| Global Trust Asset Management, LLC | 0.02% | New | 600 | $39K |
| Private Trust Co. NA | 0.00% | No change | 468 | $30K |
| Morgan Stanley | 0.00% | Add +0.3% | 307 | $20K |
| Harbour Investments, Inc. | 0.00% | New | 234 | $15K |
| IFP Advisors, Inc | 0.00% | Add +237.7% | 206 | $13K |
| JPMorgan Chase & Co. | 0.00% | New | 186 | $12K |
| Global Wealth Strategies & Associates | 0.00% | New | 66 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 45 | $3K |
| Assetmark, Inc. | 0.00% | No change | 44 | $3K |
| New Millennium Group LLC | 0.00% | Reduce -68.3% | 26 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | New | 25 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $646 |
| Lindbrook Capital, LLC | 0.00% | No change | 10 | $646 |
"% of holder's portfolio" is UTES's weight in each manager's 13F, not the share of Virtus Reaves Utilities ETF the manager owns.