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Reaves Utility Income Fund

164 hedge funds and large institutions have $217M invested in Reaves Utility Income Fund in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+8
Holders Change %
+5.13%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
59
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
26
Cetera Advisor Networks
California
$2.01M -$52.1K -1,931 -3%
PI
27
PFG Investments
New York
$1.98M +$1.98M +73,305 New
TWM
28
Tradition Wealth Management
Minnesota
$1.97M +$123K +4,578 +7%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.87M +$294K +10,901 +19%
GLA
30
Good Life Advisors
Pennsylvania
$1.81M -$87.5K -3,245 -5%
WE
31
Wealth Effects
Massachusetts
$1.72M +$693K +25,696 +68%
CPRC
32
Consolidated Portfolio Review Corp
New York
$1.66M +$222K +8,231 +15%
SFS
33
Sowell Financial Services
Arkansas
$1.6M +$9.2K +341 +0.6%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.47M +$158K +5,868 +12%
AWS
35
Atria Wealth Solutions
New York
$1.41M -$313K -11,595 -18%
AWA
36
Aquire Wealth Advisors
Utah
$1.26M +$1.26M +46,915 New
OFA
37
Oak Family Advisors
Illinois
$1.23M +$1.23M +45,629 New
NS
38
NBC Securities
Alabama
$1.22M -$743K -27,591 -38%
OC
39
Oppenheimer & Co
New York
$1.12M -$15.3K -567 -1%
Mariner
40
Mariner
Kansas
$1.01M +$1.01M +37,491 New
First Trust Advisors
41
First Trust Advisors
Illinois
$981K +$89.2K +3,307 +10%
KAS
42
Kestra Advisory Services
Texas
$980K +$126K +4,664 +15%
HCM
43
Highlander Capital Management
New Jersey
$929K +$67.4K +2,500 +8%
CA
44
Cetera Advisors
Colorado
$858K +$858K +31,843 New
SWP
45
Semus Wealth Partners
Florida
$812K -$19.1K -709 -2%
FFWM
46
Future Financial Wealth Management
Ohio
$806K +$310K +11,485 +62%
WS
47
Wedbush Securities
California
$741K +$71K +2,633 +11%
SPIA
48
Steward Partners Investment Advisory
New York
$738K +$91.2K +3,381 +14%
SPC
49
Sigma Planning Corp
Michigan
$704K +$379K +14,058 +117%
AIA
50
Armor Investment Advisors
North Carolina
$683K +$306K +11,356 +81%