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Reaves Utility Income Fund
UTG

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.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

62% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 29

10% more capital invested

Capital invested by funds: $181M → $199M (+$18.7M)

7% more funds holding

Funds holding: 128 → 137 (+9)

0.76% more ownership

Funds ownership: 9.67% → 10.43% (+0.76%)

Holders
137
Holders Change
+9
Holders Change %
+7.03%
% of All Funds
2.38%
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
ALPS Advisors
Colorado
+$5.39M
2
Wells Fargo
Wells Fargo
California
+$3.48M
3
Ameriprise
Ameriprise
Minnesota
+$2.41M
4
ASN
Advisory Services Network
Georgia
+$2.13M
5
WANY
Wealthspire Advisors (New York)
New York
+$1.3M

Top Sellers

1
CAN
Cetera Advisor Networks
California
-$880K
2
SFS
Sowell Financial Services
Arkansas
-$832K
3
SPIA
Steward Partners Investment Advisory
New York
-$719K
4
Morgan Stanley
Morgan Stanley
New York
-$635K
5
Creative Planning
Creative Planning
Kansas
-$552K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
26
Ahrens Investment Partners
Louisiana
$1.69M +$367K +10,600 +27%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.39M +$46.3K +1,336 +3%
SPIA
28
Steward Partners Investment Advisory
New York
$1.39M -$719K -20,750 -34%
CAN
29
Cetera Advisor Networks
California
$1.35M -$880K -25,379 -39%
SG
30
StoneX Group
New York
$1.31M -$21.3K -614 -2%
TWM
31
Tradition Wealth Management
Minnesota
$1.22M +$199K +5,739 +19%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.16M -$15K -434 -1%
DC
33
Davenport & Co
Virginia
$1.06M -$62.4K -1,800 -6%
SVWAG
34
Sound View Wealth Advisors Group
Georgia
$957K -$27.7K -799 -3%
FF
35
FourThought Financial
Florida
$924K -$235K -6,769 -20%
MIM
36
Merrion Investment Management
New Jersey
$857K – – –
KAS
37
Kestra Advisory Services
Texas
$774K +$180K +5,200 +30%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$772K +$556K +16,045 +251%
BWM
39
BerganKDV Wealth Management
Minnesota
$765K -$1.98K -57 -0.3%
ISL
40
Ingalls & Snyder LLC
New York
$757K – – –
AWM
41
AE Wealth Management
Kansas
$731K +$42.7K +1,232 +6%
VFA
42
Valeo Financial Advisors
Indiana
$704K +$551K +15,884 +343%
FFWM
43
Future Financial Wealth Management
Ohio
$692K – – –
Creative Planning
44
Creative Planning
Kansas
$658K -$552K -15,928 -45%
CF
45
Centaurus Financial
California
$563K +$182K +5,257 +47%
BAM
46
Belpointe Asset Management
Nevada
$514K +$21.6K +624 +4%
AIA
47
Armor Investment Advisors
North Carolina
$495K +$44.6K +1,287 +10%
Deutsche Bank
48
Deutsche Bank
Germany
$484K – – –
WAM
49
Wolverine Asset Management
Illinois
$477K +$482K +13,906 New
BCM
50
Brookstone Capital Management
Illinois
$463K -$113K -3,256 -20%
1
2
3 4 5

UTG Hedge Fund Activity: Q2 2021 in Review

137 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Reaves Utility Income Fund (UTG) for Q2 2021, worth a combined $199M — up 10% from $181M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UTG positions and 8 closed out — a net gain of 11 holders — while 47 added to existing stakes and 29 trimmed.

The largest buyer was ALPS Advisors, adding an estimated $5.39M. The largest seller was Cetera Advisor Networks, cutting an estimated $880K.

  • 137 institutional investors held Reaves Utility Income Fund (UTG) as of Q2 2021, up from 128 in Q1 2021.
  • Funds reported $199M of Reaves Utility Income Fund stock for Q2 2021, up 10% quarter-over-quarter.
  • 19 funds opened new Reaves Utility Income Fund positions in Q2 2021 and 8 closed out, a net change of +11 holders.
  • The largest Reaves Utility Income Fund buyer in Q2 2021 was ALPS Advisors, an estimated $5.39M added.
  • The largest Reaves Utility Income Fund seller in Q2 2021 was Cetera Advisor Networks, an estimated $880K sold.

Based on aggregated 13F filings for Q2 2021.