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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 %
KA
51
Kovack Advisors
Florida
$648K -$5.77K -214 -0.9%
BCM
52
Brookstone Capital Management
Illinois
$644K +$63.9K +2,372 +11%
CF
53
Centaurus Financial
California
$642K +$74.2K +2,752 +13%
Creative Planning
54
Creative Planning
Kansas
$628K +$32.6K +1,210 +5%
BRA
55
Biechele Royce Advisors
Indiana
$598K +$37.8K +1,400 +7%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$549K +$270 +10 +0%
VFA
57
Valeo Financial Advisors
Indiana
$540K
MIM
58
Merrion Investment Management
New Jersey
$539K
CAC
59
Certified Advisory Corp
Florida
$531K -$16K -593 -3%
WG
60
Welch Group
Alabama
$513K -$27K -1,000 -5%
SFWC
61
Strategic Family Wealth Counselors
New Jersey
$497K +$218K +8,098 +78%
SIC
62
Samalin Investment Counsel
New York
$493K +$55.2K +2,049 +13%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$488K +$28K +1,037 +6%
ASN
64
Advisory Services Network
Georgia
$473K +$39.2K +1,455 +9%
AB
65
Atlas Brown
Kentucky
$452K -$150K -5,557 -25%
SVWAG
66
Sound View Wealth Advisors Group
Georgia
$447K -$55.5K -2,057 -11%
AWM
67
AE Wealth Management
Kansas
$445K -$300K -11,141 -40%
KeyBank National Association
68
KeyBank National Association
Ohio
$437K -$48.5K -1,800 -10%
SWP
69
Stratos Wealth Partners
Ohio
$432K +$2.16K +80 +0.5%
LCM
70
Landscape Capital Management
New Jersey
$423K -$977K -36,236 -70%
NFG
71
Nations Financial Group
Iowa
$404K +$88.8K +3,295 +28%
ACGA
72
Atlanta Consulting Group Advisors
Georgia
$367K +$367K +13,595 New
ASFA
73
All Season Financial Advisors
Colorado
$358K +$9.27K +344 +3%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$356K
GWM
75
Graybill Wealth Management
Illinois
$321K +$16K +595 +5%