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Reaves Utility Income Fund
UTG

Overview Fund Activity

137 hedge funds and large institutions have $199M invested in Reaves Utility Income Fund in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
137
Holders Change
+9
Holders Change %
+7.03%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
47
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
ALPS Advisors
Colorado
$7.01M
2
Wells Fargo
2
Wells Fargo
California
$17M
3
Ameriprise
3
Ameriprise
Minnesota
$9.26M
4
ASN
4
Advisory Services Network
Georgia
$2.11M
5
WANY
5
Wealthspire Advisors (New York)
New York
$2.91M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$1.35M
2
SFS
2
Sowell Financial Services
Arkansas
$2.16M
3
SPIA
3
Steward Partners Investment Advisory
New York
$1.39M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.9M
5
Creative Planning
5
Creative Planning
Kansas
$658K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
26
Ahrens Investment Partners
Louisiana
$1.69M +$364K +10,600 +27%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.39M +$45.8K +1,336 +3%
SPIA
28
Steward Partners Investment Advisory
New York
$1.39M -$712K -20,750 -34%
CAN
29
Cetera Advisor Networks
California
$1.35M -$871K -25,379 -39%
SG
30
StoneX Group
New York
$1.31M -$21.1K -614 -2%
TWM
31
Tradition Wealth Management
Minnesota
$1.22M +$197K +5,739 +19%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.16M -$14.9K -434 -1%
DC
33
Davenport & Co
Virginia
$1.06M -$61.7K -1,800 -6%
SVWAG
34
Sound View Wealth Advisors Group
Georgia
$957K -$27.4K -799 -3%
FF
35
FourThought Financial
Florida
$924K -$232K -6,769 -20%
MIM
36
Merrion Investment Management
New Jersey
$857K – – –
KAS
37
Kestra Advisory Services
Texas
$774K +$178K +5,200 +30%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$772K +$552K +16,045 +251%
BWM
39
BerganKDV Wealth Management
Minnesota
$765K -$1.96K -57 -0.3%
ISL
40
Ingalls & Snyder LLC
New York
$757K – – –
AWM
41
AE Wealth Management
Kansas
$731K +$42.3K +1,232 +6%
VFA
42
Valeo Financial Advisors
Indiana
$704K +$545K +15,884 +343%
FFWM
43
Future Financial Wealth Management
Ohio
$692K – – –
Creative Planning
44
Creative Planning
Kansas
$658K -$547K -15,928 -45%
CF
45
Centaurus Financial
California
$563K +$180K +5,257 +47%
BAM
46
Belpointe Asset Management
Nevada
$514K +$21.4K +624 +4%
AIA
47
Armor Investment Advisors
North Carolina
$495K +$44.1K +1,287 +10%
Deutsche Bank
48
Deutsche Bank
Germany
$484K – – –
WAM
49
Wolverine Asset Management
Illinois
$477K +$477K +13,906 New
BCM
50
Brookstone Capital Management
Illinois
$463K -$114K -3,256 -20%
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