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Reaves Utility Income Fund
UTG

Overview Fund Activity

196 hedge funds and large institutions have $357M invested in Reaves Utility Income Fund in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 22 closing their positions.

Holders
196
Holders Change
-4
Holders Change %
-2%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
82
Reduced
39
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$13.2M
2
Bank of America
2
Bank of America
North Carolina
$30.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.3M
4
WANY
4
Wealthspire Advisors (New York)
New York
$1.94M
5
NS
5
NBC Securities
Alabama
$1.81M

Top Sellers

1
JWCA
1
J.W. Cole Advisors
Florida
$2.53M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$7.61M
3
Raymond James Financial
3
Raymond James Financial
Florida
$7.94M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
RAM
5
Readystate Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WHRC
26
W.H. Reaves & Co
New Jersey
$2.84M 87,192 +1,461 +2%
SAM
27
Smith Asset Management
Florida
$2.62M 80,660 -227 -0.3%
NA
28
NewEdge Advisors
Louisiana
$2.56M 78,554 +20,087 +34%
JWCA
29
J.W. Cole Advisors
Florida
$2.53M 77,853 -254,726 -77%
LWM
30
LongView Wealth Management
Georgia
$2.27M 69,612 -664 -0.9%
WE
31
Wealth Effects
Massachusetts
$2.26M 69,600 +132 +0.2%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$2.23M 68,385 +8,019 +13%
GLA
33
Good Life Advisors
Pennsylvania
$2.17M 66,586 -1,340 -2%
CW
34
CreativeOne Wealth
Kansas
$2.05M 63,053 -1,780 -3%
AWS
35
Atria Wealth Solutions
New York
$2.05M 63,000 +9,070 +17%
WANY
36
Wealthspire Advisors (New York)
New York
$1.94M 59,538 +59,538 New
WIA
37
World Investment Advisors
California
$1.91M 58,792 +47,615 +426%
SFS
38
Sowell Financial Services
Arkansas
$1.89M 57,951 +686 +1%
NS
39
NBC Securities
Alabama
$1.81M 55,609 +55,555 +102,880%
CF
40
Centaurus Financial
California
$1.81M 55,514 +2,971 +6%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.76M 54,120 +2,140 +4%
OC
42
Oppenheimer & Co
New York
$1.63M 50,109 -1,097 -2%
XF
43
XML Financial
Maryland
$1.56M 47,920 +5,419 +13%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$1.53M 46,974 +25,657 +120%
First Trust Advisors
45
First Trust Advisors
Illinois
$1.34M 41,330 +1,001 +2%
KA
46
Kercheville Advisors
Texas
$1.16M 35,537 +6,384 +22%
KAS
47
Kestra Advisory Services
Texas
$1.14M 35,177 +776 +2%
WS
48
Wedbush Securities
California
$1.08M 33,285 +3,418 +11%
SWP
49
Stratos Wealth Partners
Ohio
$1.08M 33,154 -981 -3%
HAS
50
HBW Advisory Services
California
$1.04M 31,810 -7,385 -19%
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