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Reaves Utility Income Fund
UTG

Overview Fund Activity

165 hedge funds and large institutions have $230M invested in Reaves Utility Income Fund in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
62
Reduced
37
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$13.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.64M
3
Bank of America
3
Bank of America
North Carolina
$20M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12M
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$2.56M

Top Sellers

1
PI
1
PFG Investments
New York
$368K
2
Ameriprise
2
Ameriprise
Minnesota
$6.28M
3
AWA
3
Aquire Wealth Advisors
Utah
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.87M
5
NA
5
NewEdge Advisors
Louisiana
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.11M -$378K -13,853 -15%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$2.08M +$183K +6,701 +10%
LWM
28
LongView Wealth Management
Georgia
$2.05M -$5.87K -215 -0.3%
AWS
29
Atria Wealth Solutions
New York
$1.92M +$493K +18,033 +35%
NA
30
NewEdge Advisors
Louisiana
$1.92M -$823K -30,113 -30%
WE
31
Wealth Effects
Massachusetts
$1.87M +$131K +4,806 +8%
GLA
32
Good Life Advisors
Pennsylvania
$1.8M -$28.9K -1,056 -2%
OFA
33
Oak Family Advisors
Illinois
$1.61M +$359K +13,154 +29%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.57M +$80.1K +2,933 +5%
SFS
35
Sowell Financial Services
Arkansas
$1.49M -$130K -4,762 -8%
Mariner
36
Mariner
Kansas
$1.43M +$405K +14,811 +40%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$1.37M -$163K -5,953 -11%
NS
38
NBC Securities
Alabama
$1.36M +$132K +4,835 +11%
OC
39
Oppenheimer & Co
New York
$1.13M +$82 +3 +0%
KAS
40
Kestra Advisory Services
Texas
$1.05M +$59.2K +2,166 +6%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.05M +$53.9K +1,972 +5%
FFWM
42
Future Financial Wealth Management
Ohio
$879K +$62.1K +2,274 +8%
SPIA
43
Steward Partners Investment Advisory
New York
$786K +$38.7K +1,416 +5%
WS
44
Wedbush Securities
California
$776K +$25.2K +924 +3%
SPC
45
Sigma Planning Corp
Michigan
$740K +$26.8K +980 +4%
SFWC
46
Strategic Family Wealth Counselors
New Jersey
$713K +$209K +7,649 +41%
BCM
47
Brookstone Capital Management
Illinois
$711K +$26.3K +919 +4%
Creative Planning
48
Creative Planning
Kansas
$709K +$72.3K +2,645 +11%
AB
49
Atlas Brown
Kentucky
$689K +$230K +8,432 +50%
SWP
50
Semus Wealth Partners
Florida
$666K -$157K -5,744 -19%
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