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DNP Select Income Fund

280 hedge funds and large institutions have $329M invested in DNP Select Income Fund in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+9
Holders Change %
+3.32%
% of All Funds
4.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
73
Reduced
86
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFAG
126
Blackston Financial Advisory Group
Florida
$245K +$55.8K +5,330 +29%
SYBT
127
Stock Yards Bank & Trust
Kentucky
$243K
CFS
128
CRA Financial Services
New Jersey
$239K -$87.8K -8,373 -27%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$239K -$116K -11,038 -33%
UCFA
130
United Capital Financial Advisors
Texas
$236K +$335 +32 +0.1%
AWM
131
Accurate Wealth Management
Florida
$234K -$63.2K -6,219 -21%
NAS
132
Nicolet Advisory Services
Wisconsin
$232K +$2.16K +211 +0.9%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$230K
FFWM
134
Future Financial Wealth Management
Ohio
$223K
AFG
135
Affinia Financial Group
Massachusetts
$223K -$193K -19,000 -46%
FFN
136
Focus Financial Network
Minnesota
$223K +$2.37K +225 +1%
NEWAS
137
N.E.W. Advisory Services
Wisconsin
$223K -$79.5K -7,585 -26%
SPIA
138
Steward Partners Investment Advisory
New York
$219K +$17.5K +1,674 +9%
TA
139
TrueWealth Advisors
Alabama
$213K +$3.88K +370 +2%
MWM
140
Meridian Wealth Management
Kentucky
$211K
WB
141
Webster Bank
Connecticut
$210K
V
142
Veritable
Delaware
$210K
CA
143
CoreCap Advisors
Michigan
$209K +$209K +19,972 New
DCM
144
Donaldson Capital Management
Indiana
$206K +$3.97K +379 +2%
ZIM
145
Zacks Investment Management
Illinois
$201K
CAMG
146
CWA Asset Management Group
Florida
$195K
MCCP
147
Mission Creek Capital Partners
California
$192K +$192K +18,295 New
MA
148
Mutual Advisors
Nebraska
$188K -$4.72K -450 -2%
HSA
149
HBK Sorce Advisory
Pennsylvania
$187K +$2.13K +203 +1%
AA
150
Apriem Advisors
California
$182K