Free Trial

Virtus Reaves Utilities ETF (UTES) Institutional Ownership

$66.34 +0.99 (+1.51%)
Closing price 04:10 PM Eastern
Extended Trading
$65.69 -0.65 (-0.98%)
As of 07:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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
Get UTES Insider Trade Alerts

Want to know when executives and insiders are buying or selling Virtus Reaves Utilities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

UTES Institutional Buying and Selling by Quarter

Remove Ads

Virtus Reaves Utilities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/7/2021Sowell Financial Services LLC1,045$44K0.0%+79.9%0.131%
(Data available from 1/1/2016 forward)

Remove Ads

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 4/2/2025 by MarketBeat.com Staff
From Our Partners