Virtus Reaves Utilities ETF
UTES

$62.65

4.85%

Market Cap: $172M

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

77% more capital invested

Capital invested by funds: $25.4M [Q1] → $44.9M (+$19.5M) [Q2]

74% more funds holding

Funds holding: 19 [Q1] → 33 (+14) [Q2]

2.48% more ownership

Funds ownership: 44.33% [Q1] → 46.81% (+2.48%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for UTES.

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Financial journalist opinion

Energy Earnings: Mixed Results Lead to Mixed ETF Returns

Energy companies have put up mixed results for the latest quarter. Some have outperformed expectations and others have significantly underperformed.

Energy Earnings: Mixed Results Lead to Mixed ETF Returns

Zacks Investment Research

5 Best-Performing Sector ETFs in Volatile August

We have highlighted five top-performing ETFs from different sectors that were the leaders in August.

5 Best-Performing Sector ETFs in Volatile August

UTES: The Right Fund In The Right Sector

Defensive sectors like real estate and utilities are outperforming in times of high volatility and falling yields. The Virtus Reaves Utilities ETF stands out for its active management and strong performance. The focus on only 20 stocks and heavy concentration on the top 2 holdings shows conviction by the management team and is an approach that can deliver outsized returns.

UTES: The Right Fund In The Right Sector

Disruptive Theme of the Week: Where's The Juice?

The “juice” in the article title does not refer to orange juice futures like in the classic film “Trading Places,” but electricity. Reuters recently reported that at the power auction for the U.S.'s largest electrical grid operator, PJM Interconnection, prices soared 800% from $269.92 megawatts per day from $28.

Disruptive Theme of the Week: Where's The Juice?

Utilities, the Original Tech Stocks, Are Back!

The philosopher Nietzsche developed the concept of “eternal recurrence,” or that our lives will repeat infinitely. A look at the utilities sector might bear out the truth of this.

Utilities, the Original Tech Stocks, Are Back!

UTES: Active Management Is Working Big Time

The utilities sector is performing well and offers value for investors. Virtus Reaves Utilities ETF (UTES) is a strong option for active management in the sector. UTES has outperformed the passive Utilities Select Sector SPDR ETF (XLU) and has a unique composition of holdings.

UTES: Active Management Is Working Big Time

Zacks Investment Research

Utilities ETF (UTES) Hits New 52-Week High

For investors seeking momentum, Virtus Reaves Utilities ETF UTES is probably on radar. The fund just hit a 52-week high and is up 27% from its 52-week low price of $38.82/share.

Utilities ETF (UTES) Hits New 52-Week High

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