UTES · Insider trading · 13F holders · Congress trades
Etfis Ser Tr I (UTES)
Who is buying and selling UTES: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 28
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
UTES at a glance
- No open-market insider purchases or sales of UTES were filed in the last 90 days.
- 28 13F filers hold UTES among their 50 largest positions, worth $131.6M combined. The biggest bets by portfolio weight are XP Advisory US, Inc. (6.2%), Ted Buchan & Co (3.2%) and Kraft, Davis & Associates, LLC (2.2%). In their latest 13Fs, 1 manager opened a new position and 10 added to one.
- No member of Congress has disclosed a trade in UTES.
UTES insider trading
No open-market insider purchases or sales of UTES were filed in the last 90 days.
Who owns UTES? Hedge funds and superinvestors
28 13F filers hold UTES among their 50 largest positions, worth $131.6M combined. The biggest bets by portfolio weight are XP Advisory US, Inc. (6.2%), Ted Buchan & Co (3.2%) and Kraft, Davis & Associates, LLC (2.2%). In their latest 13Fs, 1 manager opened a new position and 10 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Aprio Wealth Management, LLCWealth manager | 0.9% | $18.8M | 268,039 | +19.7% shares | Q3 2026 |
| XP Advisory US, Inc.Hedge fund | 6.2% | $11.4M | 139,273 | — | Q2 2026 |
| Kraft, Davis & Associates, LLCWealth manager | 2.2% | $10.3M | 137,727 | +1.5% shares | Q3 2026 |
| Quadcap Wealth Management, LLCWealth manager | 1.0% | $10.0M | 122,431 | +5.1% shares | Q2 2026 |
| Ted Buchan & CoWealth manager | 3.2% | $9.6M | 136,387 | +0.9% shares | Q3 2026 |
| Riggs Asset Managment Co. Inc.Investment manager | 1.7% | $9.4M | 114,582 | -1.9% shares | Q2 2026 |
| BTG Pactual Asset Management US LLCHedge fund | 0.6% | $8.2M | 103,391 | +28.2% shares | Q2 2026 |
| Members Advisory Group LLCWealth manager | 2.0% | $7.2M | 87,475 | New | Q2 2026 |
| Macro Advisors, Inc.Hedge fund | 2.1% | $6.7M | 82,502 | +6.8% shares | Q2 2026 |
| Blue Water Asset ManagementWealth manager | 2.1% | $6.4M | 78,357 | +4.4% shares | Q2 2026 |
| BostonPremier Wealth LLCWealth manager | 1.8% | $4.3M | 61,328 | +7.4% shares | Q3 2026 |
| WNY Asset Management, LLCWealth manager | 0.3% | $3.7M | 45,281 | -8.0% shares | Q2 2026 |
| Royal Harbor Partners, LLCWealth manager | 1.0% | $3.4M | 47,816 | +2.6% shares | Q3 2026 |
| Steel Grove Capital Advisors, LLCWealth manager | 0.3% | $3.2M | 45,669 | +1.7% shares | Q3 2026 |
| Astoria Portfolio Advisors LLC.Asset manager | 0.4% | $2.5M | 30,513 | +28.1% shares | Q2 2026 |
| Comprehensive Wealth Management, LLCWealth manager | 1.0% | $2.2M | 27,007 | +10.3% shares | Q2 2026 |
| Financial Freedom, LLCWealth manager | 0.9% | $1.9M | 23,634 | +74.6% shares | Q2 2026 |
| Sunbeam Capital Management, LLCWealth manager | 0.8% | $1.8M | 21,911 | +2.4% shares | Q2 2026 |
| Adamsbrown Wealth Consultants LLCWealth manager | 0.3% | $1.7M | 24,832 | -85.0% shares | Q3 2026 |
| Vermillion & White Wealth Management Group, LLCWealth manager | 0.8% | $1.6M | 19,242 | +5.4% shares | Q2 2026 |
| Hobbs Group Advisors, LLCWealth manager | 0.4% | $1.4M | 16,899 | — | Q2 2026 |
| Heffernan Advisory, IncWealth manager | 0.9% | $1.3M | 19,101 | -0.2% shares | Q3 2026 |
| Atlas Wealth Partners, LLCWealth manager | 1.1% | $1.0M | 12,752 | -11.1% shares | Q2 2026 |
| Planning Strategies Inc.Wealth manager | 0.5% | $899K | 12,811 | -0.5% shares | Q3 2026 |
| Flaharty Asset Management, LLCWealth manager | 1.3% | $885K | 10,904 | -90.5% shares | Q2 2026 |
| Elm3 Financial Group, LLCWealth manager | 0.5% | $748K | 10,657 | -13.2% shares | Q3 2026 |
| Red Mountain Financial, LLCWealth manager | 0.5% | $579K | 7,077 | +0.2% shares | Q2 2026 |
| Oregon Pacific Wealth Management, LLCWealth manager | 0.5% | $499K | 7,104 | +7.2% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 11, Q2 2026: 17). Screen UTES in the grand portfolio →
UTES stock trades by members of Congress
No member of Congress has disclosed a trade in UTES.
UTES questions and answers
Are insiders buying UTES stock?
No open-market insider purchases or sales of UTES were filed in the last 90 days.
Which hedge funds own UTES?
28 13F filers hold UTES among their 50 largest positions, worth $131.6M combined. The biggest bets by portfolio weight are XP Advisory US, Inc. (6.2%), Ted Buchan & Co (3.2%) and Kraft, Davis & Associates, LLC (2.2%). In their latest 13Fs, 1 manager opened a new position and 10 added to one.
Has Congress traded UTES?
No member of Congress has disclosed a trade in UTES.
Who is the largest holder of UTES?
Among 13F filers, Aprio Wealth Management, LLC reports the largest UTES position, $18.8M (268,039 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is XP Advisory US, Inc.'s: 6.2% of its portfolio.
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