UTG icon

Reaves Utility Income Fund

216 hedge funds and large institutions have $432M invested in Reaves Utility Income Fund in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+20
Holders Change %
+10.2%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
91
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
26
Tradition Wealth Management
Minnesota
$3.56M +$49.2K +1,361 +1%
WANY
27
Wealthspire Advisors (New York)
New York
$3.53M +$1.38M +38,145 +64%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$3.39M +$911K +25,178 +37%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.32M +$123K +3,398 +4%
WHRC
30
W.H. Reaves & Co
New Jersey
$3.21M +$51.8K +1,431 +2%
WE
31
Wealth Effects
Massachusetts
$2.52M +$3.58K +99 +0.1%
LWM
32
LongView Wealth Management
Georgia
$2.52M +$2.46K +68 +0.1%
LWANC
33
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.5M +$2.43M +87,950 +3,518%
GLA
34
Good Life Advisors
Pennsylvania
$2.44M +$35K +966 +1%
OC
35
Oppenheimer & Co
New York
$2.13M +$319K +8,819 +18%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$2.11M +$148K +4,089 +8%
SFS
37
Sowell Financial Services
Arkansas
$2.08M -$12.4K -342 -0.6%
CW
38
CreativeOne Wealth
Kansas
$2.07M -$212K -5,860 -9%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$1.97M +$278K +7,733 +16%
CF
40
Centaurus Financial
California
$1.96M -$51.1K -1,412 -3%
NS
41
NBC Securities
Alabama
$1.85M -$160K -4,436 -8%
AWS
42
Atria Wealth Solutions
New York
$1.84M -$436K -12,051 -19%
XF
43
XML Financial
Maryland
$1.8M +$62.8K +1,735 +4%
First Trust Advisors
44
First Trust Advisors
Illinois
$1.49M -$6.73K -186 -0.5%
SWP
45
Stratos Wealth Partners
Ohio
$1.46M +$261K +7,221 +22%
WIA
46
World Investment Advisors
California
$1.46M -$672K -18,571 -32%
KAS
47
Kestra Advisory Services
Texas
$1.31M +$36.2K +1,000 +3%
WS
48
Wedbush Securities
California
$1.3M +$98.6K +2,724 +8%
KA
49
Kercheville Advisors
Texas
$1.26M -$27.8K -767 -2%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$1.25M +$581K +16,068 +87%