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Reaves Utility Income Fund
UTG

Overview Fund Activity

142 hedge funds and large institutions have $167M invested in Reaves Utility Income Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 39 reducing their positions, and 21 closing their positions.

Holders
142
Holders Change
-5
Holders Change %
-3.4%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
47
Reduced
39
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
Trek Financial
Arizona
$3.76M
2
HAS
2
HBW Advisory Services
California
$4.07M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.75M

Top Sellers

1
FWM
1
Focused Wealth Management
New York
$360K
2
Bank of America
2
Bank of America
North Carolina
$17.8M
3
Ameriprise
3
Ameriprise
Minnesota
$6.11M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.84M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CC
26
Claybrook Capital
Massachusetts
$1.63M 66,212 – –
SFS
27
Sowell Financial Services
Arkansas
$1.43M 58,080 -17,138 -23%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.36M 55,010 +2,880 +6%
AWS
29
Atria Wealth Solutions
New York
$1.06M 42,904 +14,416 +51%
OC
30
Oppenheimer & Co
New York
$1.03M 41,965 +1,353 +3%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.01M 41,154 +3,982 +11%
KAS
32
Kestra Advisory Services
Texas
$971K 39,376 +5,902 +18%
First Trust Advisors
33
First Trust Advisors
Illinois
$861K 34,912 -27 -0.1%
CPRC
34
Consolidated Portfolio Review Corp
New York
$841K 34,105 +21,260 +166%
SWP
35
Semus Wealth Partners
Florida
$832K 33,733 -346 -1%
BCM
36
Brookstone Capital Management
Illinois
$706K 29,011 -1,075 -4%
AWM
37
AE Wealth Management
Kansas
$674K 27,344 -1,703 -6%
Creative Planning
38
Creative Planning
Kansas
$620K 25,154 +12,286 +95%
SPC
39
Sigma Planning Corp
Michigan
$613K 24,862 +370 +2%
BRA
40
Biechele Royce Advisors
Indiana
$579K 23,500 +1,420 +6%
SVWAG
41
Sound View Wealth Advisors Group
Georgia
$565K 22,920 -244 -1%
AB
42
Atlas Brown
Kentucky
$554K 22,487 +121 +0.5%
CAC
43
Certified Advisory Corp
Florida
$546K 22,157 +1,176 +6%
SPIA
44
Steward Partners Investment Advisory
New York
$546K 22,150 -16,506 -43%
KA
45
Kovack Advisors
Florida
$544K 22,054 -945 -4%
JWCA
46
J.W. Cole Advisors
Florida
$522K 21,165 +1,036 +5%
VFA
47
Valeo Financial Advisors
Indiana
$511K 20,721 +3 +0%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$494K 20,061 -956 -5%
WG
49
Welch Group
Alabama
$493K 20,017 +359 +2%
MIM
50
Merrion Investment Management
New Jersey
$493K 20,000 – –
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