DPG

Duff & Phelps Utility and Infrastructure Fund
DPG

Overview Fund Activity

72 hedge funds and large institutions have $124M invested in Duff & Phelps Utility and Infrastructure Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$3.95M
2
JWCA
2
J.W. Cole Advisors
Florida
$3.27M
3
AAM
3
Advisors Asset Management
Colorado
$8.37M
4
Raymond James Financial
4
Raymond James Financial
Florida
$6.36M
5
LCM
5
Landscape Capital Management
New Jersey
$813K

Top Sellers

1
KWM
1
Kanen Wealth Management
Florida
$6.24M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
CPRC
3
Consolidated Portfolio Review Corp
New York
$2.23M
4
KIM
4
Karpus Investment Management
New York
$12M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$526K 42,351 +7,961 +23%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$483K 38,901 +676 +2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$471K 37,985 +58 +0.2%
Walleye Capital
29
Walleye Capital
New York
$433K 34,861 +1,721 +5%
WAOTB
30
Wealth Advisors of Tampa Bay
Florida
$397K 32,000 – –
CIG
31
Cascade Investment Group
Colorado
$383K 30,850 – –
RAM
32
Readystate Asset Management
Illinois
$358K 28,858 +4,163 +17%
MC
33
Moors & Cabot
Massachusetts
$320K 25,750 – –
RA
34
RFG Advisory
Alabama
$311K 25,088 +2,046 +9%
LFAS
35
Level Four Advisory Services
Texas
$307K 24,774 +1,399 +6%
Truist Financial
36
Truist Financial
North Carolina
$304K 24,484 +5,193 +27%
WS
37
Wedbush Securities
California
$297K 23,944 -5,120 -18%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$272K 21,935 +90 +0.4%
NL
39
NWAM LLC
Washington
$265K 21,281 +4,515 +27%
CA
40
Corrado Advisors
New Jersey
$232K 18,685 – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$230K 18,507 -14,593 -44%
CPIG
42
Chicago Partners Investment Group
Illinois
$207K 16,440 +222 +1%
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$203K 16,380 +16,380 New
SWM
44
SeaCrest Wealth Management
New York
$202K 16,278 +16,278 New
Invesco
45
Invesco
Georgia
$185K 14,934 +14,934 New
FFN
46
Focus Financial Network
Minnesota
$184K 14,835 +23 +0.2%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$180K 14,500 +14,500 New
AQR Capital Management
48
AQR Capital Management
Connecticut
$180K 14,500 +14,500 New
CCG
49
Catalina Capital Group
California
$161K 12,935 +1,917 +17%
CL
50
CSS LLC
Illinois
$152K 12,262 -1,000 -8%
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