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Reaves Utility Income Fund
UTG

Overview Fund Activity

147 hedge funds and large institutions have $183M invested in Reaves Utility Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 19 closing their positions.

Holders
147
Holders Change
-13
Holders Change %
-8.13%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
49
Reduced
46
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OP
1
ORG Partners
Indiana
$891K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.09M
3
CC
3
Claybrook Capital
Massachusetts
$1.82M
4
SFS
4
Sowell Financial Services
Arkansas
$2.06M
5
HAS
5
HBW Advisory Services
California
$3.33M

Top Sellers

1
TF
1
Trek Financial
Arizona
$471K
2
Morgan Stanley
2
Morgan Stanley
New York
$18.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.16M
4
Ameriprise
4
Ameriprise
Minnesota
$7.79M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CC
26
Claybrook Capital
Massachusetts
$1.82M 66,212 +17,935 +37%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.43M 52,130 +6,362 +14%
OC
28
Oppenheimer & Co
New York
$1.11M 40,612 -462 -1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.09M 39,856 +29,739 +294%
SPIA
30
Steward Partners Investment Advisory
New York
$1.06M 38,656 -15,672 -29%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.02M 37,172 +11,085 +42%
First Trust Advisors
32
First Trust Advisors
Illinois
$958K 34,939 +12,516 +56%
SWP
33
Semus Wealth Partners
Florida
$934K 34,079 +130 +0.4%
KAS
34
Kestra Advisory Services
Texas
$918K 33,474 -8,220 -20%
OP
35
ORG Partners
Indiana
$891K 32,465 +32,465 New
BCM
36
Brookstone Capital Management
Illinois
$824K 30,086 -643 -2%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$800K 29,172 -1,629 -5%
AWM
38
AE Wealth Management
Kansas
$796K 29,047 +1,098 +4%
AWS
39
Atria Wealth Solutions
New York
$781K 28,488 -847 -3%
SPC
40
Sigma Planning Corp
Michigan
$672K 24,492 +14 +0.1%
SVWAG
41
Sound View Wealth Advisors Group
Georgia
$635K 23,164 -26 -0.1%
DC
42
Davenport & Co
Virginia
$632K 23,041 +125 +0.5%
KA
43
Kovack Advisors
Florida
$631K 22,999 -592 -3%
AB
44
Atlas Brown
Kentucky
$613K 22,366 +115 +0.5%
BRA
45
Biechele Royce Advisors
Indiana
$606K 22,080 +500 +2%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$576K 21,017 +5,176 +33%
CAC
47
Certified Advisory Corp
Florida
$575K 20,981 +501 +2%
VFA
48
Valeo Financial Advisors
Indiana
$568K 20,718 +200 +1%
JWCA
49
J.W. Cole Advisors
Florida
$552K 20,129 -5,931 -23%
MIM
50
Merrion Investment Management
New Jersey
$548K 20,000 – –
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