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Reaves Utility Income Fund
UTG

Overview Fund Activity

159 hedge funds and large institutions have $227M invested in Reaves Utility Income Fund in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 29 reducing their positions, and 23 closing their positions.

Holders
159
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
59
Reduced
29
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22M
2
DA
2
Doliver Advisors
Texas
$1.44M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.86M
4
RJA
4
Raymond James & Associates
Florida
$8.23M
5
Bank of America
5
Bank of America
North Carolina
$24M

Top Sellers

1
AIP
1
Ahrens Investment Partners
Louisiana
$349K
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.8M
4
C
4
Certuity
Florida
$0
5
ASFA
5
All Season Financial Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$1.86M -$74K -2,140 -4%
IWA
27
IBEX Wealth Advisors
New Jersey
$1.85M -$280K -8,098 -13%
GLA
28
Good Life Advisors
Pennsylvania
$1.6M +$95.6K +2,766 +6%
SPIA
29
Steward Partners Investment Advisory
New York
$1.55M +$12.2K +353 +0.8%
DA
30
Doliver Advisors
Texas
$1.44M +$1.44M +41,597 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.38M +$140K +4,058 +11%
BF
32
BOK Financial
Oklahoma
$1.37M – – –
KAS
33
Kestra Advisory Services
Texas
$1.21M +$232K +6,725 +24%
SG
34
StoneX Group
New York
$1.08M -$60K -1,727 -5%
OC
35
Oppenheimer & Co
New York
$1.07M – – –
1832 Asset Management
36
1832 Asset Management
Ontario, Canada
$1.05M +$293K +8,593 +39%
MIM
37
Merrion Investment Management
New Jersey
$864K – – –
AWM
38
AE Wealth Management
Kansas
$846K -$92.7K -2,682 -10%
FFWM
39
Future Financial Wealth Management
Ohio
$812K +$45.8K +1,326 +6%
SVWAG
40
Sound View Wealth Advisors Group
Georgia
$794K +$277 +8 +0%
AB
41
Atlas Brown
Kentucky
$790K +$5.11K +148 +0.7%
VFA
42
Valeo Financial Advisors
Indiana
$709K – – –
BAM
43
Belpointe Asset Management
Nevada
$709K +$64.8K +1,875 +10%
AIA
44
Armor Investment Advisors
North Carolina
$665K +$111K +3,211 +20%
WWM
45
Western Wealth Management
Colorado
$660K +$660K +19,088 New
HEIP
46
Hudson Edge Investment Partners
New Jersey
$643K +$75.6K +2,187 +13%
Creative Planning
47
Creative Planning
Kansas
$641K +$15.9K +459 +3%
CF
48
Centaurus Financial
California
$621K +$1.94K +56 +0.3%
AWS
49
Atria Wealth Solutions
New York
$611K +$611K +17,672 New
DC
50
Davenport & Co
Virginia
$602K -$412K -11,914 -41%
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