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Virtus Reaves Utilities ETF (UTES) Institutional Ownership

$69.19 -1.27 (-1.80%)
Closing price 02/21/2025 04:10 PM Eastern
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$70.47 +1.28 (+1.86%)
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Institutional Ownership Changes (13F Filings) for Virtus Reaves Utilities ETF (NYSEARCA:UTES)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$4.94M
Number of
Institutional Sellers
(last 12 months)
0
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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
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%
5/7/2021 Sowell Financial Services LLC1,045$44K0.0%+79.9%0.131%
(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, 9 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 ($1.77M), Kingswood Wealth Advisors LLC ($1.64M), Fifth Third Securities Inc. ($1.07M), NBC Securities Inc. ($566K), Ameriprise Financial Inc. ($308K), and Jaffetilchin Investment Partners LLC ($246K).Learn more on UTES's institutional investors.

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

Of the 9 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: Kingswood Wealth Advisors LLC ($25.69K), Steel Grove Capital Advisors LLC ($23.46K), Fifth Third Securities Inc. ($16.75K), NBC Securities Inc. ($7.70K), Ameriprise Financial Inc. ($4.83K), Arkadios Wealth Advisors ($3.84K), and Beaumont Financial Advisors LLC ($1.43K).

How much institutional buying is happening at Virtus Reaves Utilities ETF?

Institutional investors have bought a total of 84,751 shares in the last 24 months. This purchase volume represents approximately $5.24M in transactions.



This page (NYSEARCA:UTES) was last updated on 2/22/2025 by MarketBeat.com Staff
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