UTES Institutional Ownership
Virtus Reaves Utilities ETF
1W: +1.2%
1M: -4.8%
3M: -12.3%
YTD: -11.7%
1Y: -15.2%
3Y: +73.8%
5Y: +81.0%
$71.17
+0.34 (+0.48%)
Weekly Expected Move ±2.7%
$67
$69
$71
$73
$75
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — UTES
208
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
793M
Total Invested
26
New Positions
98
Increased
67
Reduced
27
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (225 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,198,948 | $85M | +14,040 | +1.2% | 15Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 869,363 | $62M | +47,806 | +5.8% | 5Q | SEC ↗ |
| 3 | Treasurer of the State of North Caroli NEW | 623,863 | $44M | — | +0.0% | 1Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 553,864 | $39M | -8,297 | -1.5% | 26Q | SEC ↗ |
| 5 | UBS Group AG | 336,470 | $24M | -64,277 | -16.0% | 4Q | SEC ↗ |
| 6 | STIFEL FINANCIAL CORP | 323,008 | $23M | -27,178 | -7.8% | 9Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 311,230 | $22M | +124,359 | +66.5% | 43Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 283,874 | $20M | +39,609 | +16.2% | 9Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 279,789 | $20M | +95,467 | +51.8% | 5Q | SEC ↗ |
| 10 | Aprio Wealth Management, LLC | 223,983 | $16M | +8,749 | +4.1% | 4Q | SEC ↗ |
| 11 | Itau Unibanco Holding S.A. | 202,713 | $14M | +76,766 | +61.0% | 3Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 190,124 | $14M | +2,402 | +1.3% | 8Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 185,173 | $13M | -3,644 | -1.9% | 9Q | SEC ↗ |
| 14 | ADAMSBROWN WEALTH CONSULTANTS LLC | 165,841 | $12M | +6,935 | +4.4% | 4Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 164,361 | $12M | +156,341 | +1949.4% | 15Q | SEC ↗ |
| 16 | Cambridge Investment Research Advisors | 163,519 | $12M | +1,454 | +0.9% | 8Q | SEC ↗ |
| 17 | ELEVATION POINT WEALTH PARTNERS, LLC | 150,787 | $11M | -46,707 | -23.6% | 2Q | SEC ↗ |
| 18 | Vestmark Advisory Solutions, Inc. | 149,412 | $11M | -46,085 | -23.6% | 2Q | SEC ↗ |
| 19 | XP Advisory US, Inc. NEW | 139,273 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Kraft, Davis & Associates, LLC | 135,728 | $10M | +4,226 | +3.2% | 10Q | SEC ↗ |
| 21 | Ted Buchan & Co | 135,212 | $10M | +1,257 | +0.9% | 4Q | SEC ↗ |
| 22 | MML INVESTORS SERVICES, LLC | 133,566 | $10M | +24,531 | +22.5% | 7Q | SEC ↗ |
| 23 | Quadcap Wealth Management, LLC | 122,431 | $9M | +5,957 | +5.1% | 4Q | SEC ↗ |
| 24 | Riggs Asset Managment Co. Inc. | 114,582 | $8M | -2,255 | -1.9% | 8Q | SEC ↗ |
| 25 | Modern Wealth Management, LLC NEW | 111,100 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 26 | BTG Pactual Asset Management US LLC | 103,391 | $7M | +22,715 | +28.2% | 4Q | SEC ↗ |
| 27 | Vestcor Inc | 91,200 | $6M | +67,300 | +281.6% | 2Q | SEC ↗ |
| 28 | Members Advisory Group LLC NEW | 87,475 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Fifth Third Securities, Inc. | 85,098 | $6M | +11,281 | +15.3% | 7Q | SEC ↗ |
| 30 | Macro Advisors, Inc. | 82,502 | $6M | +5,279 | +6.8% | 2Q | SEC ↗ |
| 31 | Blue Water Asset Management | 78,357 | $6M | +3,319 | +4.4% | 3Q | SEC ↗ |
| 32 | GREAT VALLEY ADVISOR GROUP, INC. | 70,131 | $5M | +2,148 | +3.2% | 7Q | SEC ↗ |
| 33 | JPMORGAN CHASE & CO | 64,153 | $5M | -2,048,438 | -97.0% | 4Q | SEC ↗ |
| 34 | Janney Montgomery Scott LLC | 63,301 | $5M | -25,967 | -29.1% | 6Q | SEC ↗ |
| 35 | BostonPremier Wealth LLC | 57,076 | $4M | +2,674 | +4.9% | 4Q | SEC ↗ |
| 36 | MONECO ADVISORS, LLC | 55,215 | $4M | +2,980 | +5.7% | 6Q | SEC ↗ |
| 37 | Royal Harbor Partners, LLC | 46,604 | $3M | +257 | +0.6% | 9Q | SEC ↗ |
| 38 | WNY Asset Management, LLC | 45,281 | $3M | -3,914 | -8.0% | 2Q | SEC ↗ |
| 39 | STEEL GROVE CAPITAL ADVISORS, LLC | 44,895 | $3M | +1,042 | +2.4% | 8Q | SEC ↗ |
| 40 | Steward Partners Investment Advisory, | 42,662 | $3M | +9,766 | +29.7% | 7Q | SEC ↗ |
| 41 | Equitable Holdings, Inc. | 41,445 | $3M | -9,250 | -18.2% | 7Q | SEC ↗ |
| 42 | VALICENTI ADVISORY SERVICES INC | 41,395 | $3M | -285 | -0.7% | 4Q | SEC ↗ |
| 43 | Gladstone Institutional Advisory LLC | 39,234 | $3M | +299 | +0.8% | 6Q | SEC ↗ |
| 44 | J.W. COLE ADVISORS, INC. | 38,930 | $3M | +3,095 | +8.6% | 3Q | SEC ↗ |
| 45 | Family Legacy, Inc. | 38,902 | $3M | +1,418 | +3.8% | 2Q | SEC ↗ |
| 46 | NewEdge Advisors, LLC | 37,154 | $3M | +3,865 | +11.6% | 4Q | SEC ↗ |
| 47 | PFG Investments, LLC | 36,182 | $3M | +1,716 | +5.0% | 6Q | SEC ↗ |
| 48 | Private Advisor Group, LLC | 35,262 | $3M | +10,326 | +41.4% | 4Q | SEC ↗ |
| 49 | Signal Advisors Wealth, LLC | 34,085 | $2M | +8,305 | +32.2% | 3Q | SEC ↗ |
| 50 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 33,761 | $2M | +2,886 | +9.3% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Treasurer of the State of North Car | 623,863 | $44M |
| XP Advisory US, Inc. | 139,273 | $10M |
| Modern Wealth Management, LLC | 111,100 | $8M |
| Members Advisory Group LLC | 87,475 | $6M |
| GOLDMAN SACHS GROUP INC | 31,690 | $2M |
| D. E. Shaw & Co., Inc. | 30,426 | $2M |
| Hobbs Group Advisors, LLC | 16,899 | $1M |
| Aspire Capital Advisors LLC | 14,053 | $1M |
| Planning Strategies Inc. | 12,881 | $917K |
| Collaborative Fund Advisors, LLC | 7,822 | $557K |
| Focus Financial Network, Inc. | 5,569 | $396K |
| MILLINGTON SECURITIES, LLC | 4,819 | $343K |
| Ameritas Advisory Services, LLC | 4,690 | $334K |
| PUFF WEALTH MANAGEMENT, LLC | 3,960 | $282K |
| Prime Capital Investment Advisors, | 3,838 | $273K |
| OneDigital Investment Advisors LLC | 2,882 | $205K |
| Simplicity Wealth,LLC | 2,807 | $200K |
| B. Riley Wealth Advisors, Inc. | 2,787 | $198K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2,616 | $186K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 2,487 | $177K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 110,700 | $8M |
| LeClair Wealth Partners LLC | 75,038 | $5M |
| Prosperity Financial Group, Inc. | 45,299 | $3M |
| CITADEL ADVISORS LLC | 14,309 | $1M |
| Orion Porfolio Solutions, LLC | 9,734 | $693K |
| Mariner, LLC | 8,902 | $634K |
| KPP Advisory Services LLC | 8,842 | $629K |
| Proficio Capital Partners LLC | 8,645 | $615K |
| Pekin Hardy Strauss, Inc. | 5,700 | $406K |
| Advisor Resource Council | 5,172 | $368K |
| Arete Wealth Advisors, LLC | 5,089 | $362K |
| Wellspring Financial Advisors, LLC | 4,990 | $355K |
| INTEGRITY ALLIANCE, LLC. | 4,203 | $299K |
| Sovran Advisors, LLC | 3,858 | $275K |
| Wise Wealth Partners | 3,265 | $232K |
| Hibernia Wealth Partners, LLC | 3,194 | $227K |
| Independent Advisor Alliance | 3,041 | $216K |
| Cerity Partners LLC | 2,895 | $206K |
| Redhawk Wealth Advisors, Inc. | 2,730 | $194K |
| Greenwich Wealth Management LLC | 2,531 | $180K |