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Reaves Utility Income Fund
UTG

Overview Fund Activity

151 hedge funds and large institutions have $202M invested in Reaves Utility Income Fund in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
151
Holders Change
+14
Holders Change %
+10.22%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
58
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
1
Nations Financial Group
Iowa
$3.18M
2
AA
2
ALPS Advisors
Colorado
$9.67M
3
HAS
3
HBW Advisory Services
California
$2.35M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12M
5
Bank of America
5
Bank of America
North Carolina
$21.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$13.2M
2
ASN
2
Advisory Services Network
Georgia
$1.2M
3
FF
3
FourThought Financial
Florida
$111K
4
WANY
4
Wealthspire Advisors (New York)
New York
$2.12M
5
Ameriprise
5
Ameriprise
Minnesota
$8.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$1.5M +$218K +6,655 +17%
GLA
27
Good Life Advisors
Pennsylvania
$1.48M -$223K -6,809 -13%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.43M +$101K +3,091 +8%
TWM
29
Tradition Wealth Management
Minnesota
$1.4M +$238K +7,269 +21%
SPIA
30
Steward Partners Investment Advisory
New York
$1.3M -$27K -824 -2%
BF
31
BOK Financial
Oklahoma
$1.3M +$1.3M +39,560 New
AIP
32
Ahrens Investment Partners
Louisiana
$1.27M -$347K -10,600 -22%
SG
33
StoneX Group
New York
$1.24M -$18.9K -578 -2%
ASN
34
Advisory Services Network
Georgia
$1.2M -$814K -24,848 -40%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.14M +$29.1K +888 +3%
DC
36
Davenport & Co
Virginia
$954K -$58.5K -1,785 -6%
SVWAG
37
Sound View Wealth Advisors Group
Georgia
$864K -$50.6K -1,543 -6%
KAS
38
Kestra Advisory Services
Texas
$826K +$86.8K +2,649 +12%
MIM
39
Merrion Investment Management
New Jersey
$819K – – –
AWM
40
AE Wealth Management
Kansas
$779K +$80.9K +2,470 +12%
1832 Asset Management
41
1832 Asset Management
Ontario, Canada
$742K – – –
BWM
42
BerganKDV Wealth Management
Minnesota
$731K -$229 -7 -0%
AB
43
Atlas Brown
Kentucky
$729K +$391K +11,942 +116%
FFWM
44
Future Financial Wealth Management
Ohio
$692K – – –
VFA
45
Valeo Financial Advisors
Indiana
$672K – – –
Creative Planning
46
Creative Planning
Kansas
$631K +$2.36K +72 +0.4%
BAM
47
Belpointe Asset Management
Nevada
$625K +$134K +4,091 +27%
CF
48
Centaurus Financial
California
$617K +$78.5K +2,395 +15%
KA
49
Kovack Advisors
Florida
$600K +$600K +18,305 New
ISL
50
Ingalls & Snyder LLC
New York
$566K -$156K -4,775 -22%
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