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Reaves Utility Income Fund

197 hedge funds and large institutions have $313M invested in Reaves Utility Income Fund in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 7

79% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 38

34% more capital invested

Capital invested by funds: $232M → $313M (+$80.1M)

17% more funds holding

Funds holding: 168197 (+29)

1.28% more ownership

Funds ownership: 10.77%12.05% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
197
Holders Change
+29
Holders Change %
+17.26%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
68
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$910K +$52.6K +1,786 +7%
FFWM
52
Future Financial Wealth Management
Ohio
$874K -$163K -5,522 -17%
SFWC
53
Strategic Family Wealth Counselors
New Jersey
$851K -$4.56K -155 -0.6%
ASFA
54
All Season Financial Advisors
Colorado
$819K +$368K +12,495 +100%
BCM
55
Brookstone Capital Management
Illinois
$806K -$7.09K -241 -1%
XT
56
XTX Topco
Cayman Islands
$804K +$721K +24,509 New
BRA
57
Biechele Royce Advisors
Indiana
$799K
AIA
58
Armor Investment Advisors
North Carolina
$767K -$2.94K -100 -0.4%
SI
59
Stephens Inc
Arkansas
$728K +$653K +22,175 New
CF
60
Centaurus Financial
California
$722K +$2.8K +95 +0.4%
AB
61
Atlas Brown
Kentucky
$681K -$131K -4,449 -18%
AAS
62
Avantax Advisory Services
Texas
$672K +$387K +13,149 +179%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$664K +$38.3K +1,300 +7%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$661K +$163K +5,544 +38%
MIM
65
Merrion Investment Management
New Jersey
$656K
SWP
66
Semus Wealth Partners
Florida
$652K -$132K -4,495 -18%
SIC
67
Samalin Investment Counsel
New York
$647K +$32K +1,087 +6%
WG
68
Welch Group
Alabama
$624K
KA
69
Kovack Advisors
Florida
$619K -$86.5K -2,940 -13%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$612K +$549K +18,644 New
S
71
Sunpointe
Missouri
$609K -$156K -5,307 -22%
AWM
72
AE Wealth Management
Kansas
$574K -$61.8K -2,098 -11%
NAS
73
NWF Advisory Services
California
$565K -$35.4K -1,203 -7%
CAC
74
Certified Advisory Corp
Florida
$559K -$18.2K -617 -3%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$551K -$16K -544 -3%