Virtus Reaves Utilities ETFUTES
UTES
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
320% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 5
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
92% more capital invested
Capital invested by funds: $44.9M [Q2] → $86.4M (+$41.5M) [Q3]
48% more funds holding
Funds holding: 33 [Q2] → 49 (+16) [Q3]
3.35% less ownership
Funds ownership: 46.81% [Q2] → 43.46% (-3.35%) [Q3]
100% less funds holding in top 10
Funds holding in top 10: 1 [Q2] → 0 (-1) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for UTES.
Financial journalist opinion
Positive
Investors Business Daily
1 week ago
Stock Market Gains Flow Mostly To Handful Of Companies
Growth is good. In another banner year for the stock market, large-cap growth funds gained 30% in 2024, with the Magnificent Seven powering the upside.
Positive
Zacks Investment Research
3 weeks ago
5 Sector ETFs That Crushed the Market in 2024
Wall Street is on track to register another strong year of gains. We have highlighted five top-performing ETFs from various sectors.
Neutral
Seeking Alpha
1 month ago
End Of 2024 Trending Exchange-Traded Funds
I updated my universe of exchange-traded funds to track based on superior long-term performance. Nearly 450 ETFs are ranked based on short-term monthly returns, exponential moving average, and money flows into funds. With valuations and concentrations high, I select twenty trending ETFs Lipper Categories with less risk of correction in 2025 for further analysis.
Positive
Seeking Alpha
1 month ago
UTES: Better For Investing In Vistra And Constellation
Vistra Corp. and Constellation Energy have surged due to their roles in powering AI data centers, with Vistra's diversified energy mix and strong earnings performance driving its rally. The Virtus Reaves Utilities ETF offers a diversified investment in utilities powering AI infrastructures, providing lower valuation multiples and reduced idiosyncratic risk compared to individual stocks. UTES' top holdings, including NextEra Energy and Vistra, are well-positioned to meet rising energy demands, with significant investments in renewables and battery storage.
Neutral
Zacks Investment Research
1 month ago
5 ETFs That Deserve Special Thanks in 2024
A few corners have easily crushed the broader market in the year-to-date period. ETFs from these zones deserve special thanks and attention.
Neutral
ETF Trends
2 months ago
Real Asset ETFs: Really Underappreciated
Last week, I moderated two panels on real assets and infrastructure for completely different sets of panelists and audiences. Despite the differences, there were many similarities among the two panels.
Positive
Seeking Alpha
2 months ago
UTES: A Strong Performing ETF Thanks To Active Management
Virtus Reaves Utilities ETF has been benefiting from the ETF's active management, with Reaves being an infrastructure-focused investment firm. The managers have successfully positioned the fund into a concentrated portfolio to benefit from the rising demand for powering the AI revolution. UTES may not provide a distribution yield that is as attractive as its CEF counterpart, UTG, but they could complement each other well.
Positive
Seeking Alpha
2 months ago
UTES: A Backdoor Into The AI Theme
The Virtus Reaves Utilities ETF is an actively managed ETF focused on the Utilities sector. UTES has delivered a stunning 57% return in the past year, driven by AI data center energy demand. However, despite impressive short-term gains, I am cautious about the UTES ETF and the AI investment theme, as I see similarities between AI and the dot-com bubble.
Neutral
Zacks Investment Research
3 months ago
Utility ETFs Scaling New Highs Amid Middle East Crisis
The utility sector is making the most of the widening Middle East crisis and the Fed rate cuts. Here's why.
Positive
Zacks Investment Research
3 months ago
Best Sector ETFs of the First Nine Months
Wall Street has been enjoying a strong rally this year. The gains have been broad-based and well spread out across various segments.
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