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Reaves Utility Income Fund
UTG

Overview Fund Activity

200 hedge funds and large institutions have $323M invested in Reaves Utility Income Fund in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 41 reducing their positions, and 17 closing their positions.

Holders
200
Holders Change
+5
Holders Change %
+2.56%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
82
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$11.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.1M
3
OFA
3
Oak Family Advisors
Illinois
$7.98M
4
CW
4
CreativeOne Wealth
Kansas
$2.05M
5
Morgan Stanley
5
Morgan Stanley
New York
$27.8M

Top Sellers

1
SA
1
Sanctuary Advisors
Indiana
$692K
2
NS
2
NBC Securities
Alabama
$1.73K
3
PAG
3
Private Advisor Group
New Jersey
$4.51M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$403K
5
PWM
5
Prosperity Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.69M +$34.6K +1,092 +1%
SAM
27
Smith Asset Management
Florida
$2.56M +$2.56M +80,887 New
LWM
28
LongView Wealth Management
Georgia
$2.23M -$156K -4,915 -7%
WE
29
Wealth Effects
Massachusetts
$2.2M -$4.06K -128 -0.2%
GLA
30
Good Life Advisors
Pennsylvania
$2.15M +$29.1K +919 +1%
CW
31
CreativeOne Wealth
Kansas
$2.05M +$2.05M +64,833 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.91M -$225K -7,102 -11%
NA
33
NewEdge Advisors
Louisiana
$1.85M +$238K +7,519 +15%
SFS
34
Sowell Financial Services
Arkansas
$1.81M +$67.4K +2,127 +4%
AWS
35
Atria Wealth Solutions
New York
$1.72M -$490K -15,395 -22%
CF
36
Centaurus Financial
California
$1.67M +$968K +30,540 +139%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.65M -$81K -2,555 -5%
OC
38
Oppenheimer & Co
New York
$1.62M +$314K +9,903 +24%
XF
39
XML Financial
Maryland
$1.35M +$147K +4,641 +12%
First Trust Advisors
40
First Trust Advisors
Illinois
$1.28M +$63.2K +1,994 +5%
HAS
41
HBW Advisory Services
California
$1.24M +$29.3K +923 +2%
CLA
42
Carnegie Lake Advisors
New Jersey
$1.11M -$4.78K -151 -0.4%
KAS
43
Kestra Advisory Services
Texas
$1.09M +$37.1K +1,171 +4%
SWP
44
Stratos Wealth Partners
Ohio
$1.08M +$56.1K +1,771 +5%
SPIA
45
Steward Partners Investment Advisory
New York
$993K +$42K +1,326 +4%
WS
46
Wedbush Securities
California
$946K +$58.2K +1,838 +7%
WAM
47
Wolverine Asset Management
Illinois
$932K +$485K +15,312 +109%
KA
48
Kercheville Advisors
Texas
$924K +$924K +29,153 New
SPC
49
Sigma Planning Corp
Michigan
$900K -$3.61K -114 -0.4%
SFWC
50
Strategic Family Wealth Counselors
New Jersey
$883K +$61.2K +1,931 +7%
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