Virtus Reaves Utilities ETF (UTES)
ETF ยท NYSE Arca
Virtus Reaves Utilities ETF (UTES) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 23, 2015.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- September 23, 2015
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 178 institutions reported holding UTES, with 9.8 million shares worth $797.5 million in aggregate. The largest reported holder was Lpl Financial, with 1.2 million shares worth $98.0 million. Of the 5 largest holders listed below, 1 opened a new position in UTES, 2 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Lpl Financial | 1,198,948 | $98M | Added 1.18% |
| Bank of America | 869,363 | $71M | Added 5.82% |
| Treasurer of the State of North Carolina | 623,863 | $51M | New position |
| Osaic Holdings | 553,864 | $45M | Reduced 1.48% |
| UBS Group | 336,470 | $28M | Reduced 16.04% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is UTES?
Virtus Reaves Utilities ETF (UTES) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 23, 2015.
Who are the largest institutional holders of UTES?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of UTES were Lpl Financial, Bank of America and Treasurer of the State of North Carolina.
How many institutions own UTES?
178 institutions reported a position in UTES for the quarter ended June 30, 2026, worth $797.5 million in total.
Did institutions buy or sell UTES last quarter?
Of the 5 largest reported holders, 1 opened a new position in UTES, 2 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for UTES.
Every reported institutional holder, plus insider and congressional trades in UTES, on SentiSense.