§ EQUITY
USDUTES
VIRTUS REAVES UTILITIES ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| JPMORGAN CHASE & CO | 1.8M | 0.0% | −37% |
| LPL Financial LLC | 1.2M | 0.0% | +3% |
| OSAIC HOLDINGS, INC. | 446K | 0.1% | +7% |
| Bank of America Corp | 437K | 0.0% | +55% |
| UBS Group AG | 401K | 0.0% | −47% |
| Bank of America Corp | 381K | 0.0% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for UTES as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER66.6% · 166 holders
DEALER / BANK32.7% · 12 holders
TACTICAL / MACRO0.4% · 1 holder
INCOME / DEFENSIVE0.3% · 1 holder
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for UTES in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
UTES
ARTICLE3W
Treasury "Buybacks" Are Yield Curve Control—History Says It Won't Cap 10-Year Yields (Aug 23)
UTES
ARTICLE4M
$430M Crude Short Lands 15 Minutes Before Trump's Iran Ceasefire. Fourth Time This Month. (Apr 23)
UTES
ARTICLE5M