UTES · Virtus Reaves Utilities ETF ETF
$76.17
+0.98 (+1.30%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $3,028,466
Total Shares: 37,050
Institutional Ownership Trend
15 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
84.5%
−15.5 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
7,319
Highly concentrated−2,681
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count:
+2
Institutional value:
+3612.4%
Shares held:
+3528.8%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Principia Wealth Advisory, LLC | −210 | 811 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 31,300 | $2,558,462 | |
| Large Corient Private Wealth LLC | 4,939 | $403,713 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC UTES | $2,558,462 | 84.48% | 31,300 | Call | 2026-09-02 | |
| Large Corient Private Wealth LLC UTES | $403,713 | 13.33% | 4,939 | Shares | 2026-08-27 | |
| Small Principia Wealth Advisory, LLC UTES | $66,291 | 2.19% | 811 | Shares | 2026-08-26 |