UTG icon

Reaves Utility Income Fund
UTG

Overview Fund Activity

117 hedge funds and large institutions have $179M invested in Reaves Utility Income Fund in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
43
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$19.9M
2
Ameriprise
2
Ameriprise
Minnesota
$3.44M
3
ACA
3
Aptus Capital Advisors
Alabama
$1.88M
4
IWA
4
IBEX Wealth Advisors
New Jersey
$1.55M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$3.69M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$0
2
YCM
2
Yakira Capital Management
Connecticut
$8.76M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
IA
5
IFP Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWA
26
IBEX Wealth Advisors
New Jersey
$1.55M 46,140 +46,140 New
FFA
27
First Foundation Advisors
California
$1.55M 46,090 +1,912 +4%
MFG
28
Magnus Financial Group
New York
$1.52M 45,045 +19,662 +77%
BF
29
BOK Financial
Oklahoma
$1.43M 42,446 – –
SG
30
StoneX Group
New York
$1.3M 38,636 +3,557 +10%
ISL
31
Ingalls & Snyder LLC
New York
$1.24M 36,899 +100 +0.3%
FWM
32
Focused Wealth Management
New York
$1.21M 35,872 +4,703 +15%
SVWA
33
Sound View Wealth Advisors
Georgia
$1.09M 32,472 – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.07M 31,763 +5,656 +22%
Creative Planning
35
Creative Planning
Kansas
$990K 29,390 -10,935 -27%
DC
36
Davenport & Co
Virginia
$990K 29,397 +1,600 +6%
RIA
37
Realta Investment Advisors
Delaware
$811K 24,125 +24,125 New
SPIA
38
Steward Partners Investment Advisory
New York
$769K 22,855 -510 -2%
TA
39
TCG Advisors
Texas
$746K 22,123 -1,152 -5%
HCM
40
Hodges Capital Management
Texas
$675K 20,044 +5,617 +39%
AG
41
Advisor Group
Arizona
$635K 18,867 -59 -0.3%
BCM
42
Brookstone Capital Management
Illinois
$606K 17,985 +8,636 +92%
APP
43
Avantax Planning Partners
Iowa
$505K 15,000 +15,000 New
NRS
44
Neville Rodie & Shaw
New York
$452K 13,418 – –
CAN
45
Cetera Advisor Networks
California
$424K 12,600 +12,600 New
WS
46
Wedbush Securities
California
$417K 12,378 +2,800 +29%
Invesco
47
Invesco
Georgia
$389K 11,544 -5,669 -33%
AIP
48
Ahrens Investment Partners
Louisiana
$382K 11,350 +800 +8%
FHA
49
Flagship Harbor Advisors
Massachusetts
$381K 11,337 – –
TIA
50
Tiemann Investment Advisors
California
$377K 11,205 +26 +0.2%
1
2
3 4 5