Question 1

What are the top holdings in UTES?

Accepted Answer

Virtus Reaves Utilities ETF (UTES) holds 19 securities. View the complete list of top holdings sorted by portfolio weight, showing each security's ticker symbol, company name, asset type, and allocation percentage.

Question 2

How concentrated is UTES's portfolio?

Accepted Answer

Portfolio concentration is measured by the weight of top holdings. A concentrated portfolio has fewer large positions with higher individual weights, while a diversified portfolio distributes holdings more evenly. Review UTES's holdings table to analyze concentration risk.

Question 3

What is UTES's sector allocation?

Accepted Answer

The Sector Allocation chart shows how UTES distributes investments across different industries like Technology, Healthcare, Financials, and more. This sector exposure helps understand the fund's industry diversification strategy.

Question 4

What countries does UTES invest in?

Accepted Answer

UTES's geographic exposure is shown in the Countries tab under Portfolio Allocations. This reveals the fund's international diversification and exposure to different regions and global markets.

Question 5

How diversified is UTES ETF?

Accepted Answer

UTES's diversification can be assessed by reviewing its 19 holdings, sector allocation, and geographic exposure. A well-diversified ETF spreads investments across multiple securities, sectors, and regions to reduce concentration risk.

Question 6

What are UTES's largest positions by weight?

Accepted Answer

UTES's largest positions are listed in the holdings table, sorted by portfolio weight percentage. The top holdings represent the securities with the highest allocation in the fund's portfolio composition.

#	Symbol	Name	Type	Weight
1	TLN	Talen Energy Corporation	Stock	11.06%
2	T TO:TRP	TC Energy Corporation	Stock	10.70%
3	T TO:H	Hydro One Ltd	Stock	10.60%
4	VST	Vistra Corp.	Stock	10.56%
5	T TO:ALA	AltaGas Ltd	Stock	10.40%
6	T TO:EMA	Emera Incorporated	Stock	10.20%
7	T TO:FTS	Fortis Inc	Stock	10.10%
8	T TO:BCE	BCE Inc	Stock	10.10%
9	T TO:ENB	Enbridge Inc	Stock	10.00%
10	CEG	Constellation Energy Corporation	Stock	9.96%
11	T TO:RCI.B	Rogers Communications Inc	Stock	9.75%
12	T TO:PPL	Pembina Pipeline Corporation	Stock	9.73%
13	T TO:T	TELUS Corporation	Stock	8.58%
14	XEL	Xcel Energy Inc.	Stock	7.49%
15	CNP	CenterPoint Energy, Inc.	Stock	6.94%
16	NEE	NextEra Energy, Inc.	Stock	5.08%
17	LNT	Alliant Energy Corporation	Stock	5.06%
18	ETR	Entergy Corporation	Stock	5.03%
19	SRE	Sempra	Stock	4.96%
20	NI	NiSource Inc.	Stock	4.92%
21	NRG	NRG Energy, Inc.	Stock	4.52%
22	IDA	IDACORP, Inc.	Stock	4.48%
23	PPL	PPL Corporation	Stock	4.36%
24	CMS	CMS Energy Corporation	Stock	4.24%
25	AEE	Ameren Corporation	Stock	3.90%
26	PNW	Pinnacle West Capital Corporation	Stock	3.27%
27	OGE	OGE Energy Corp.	Stock	1.10%
28	WEC	WEC Energy Group, Inc.	Stock	0.69%

UTES ETF Holdings: Virtus Reaves Utilities ETF

Portfolio Allocations

Top 28 Holdings by Portfolio Weight