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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 %
AG
76
AmeriFlex Group
Nevada
$612K 18,799 – –
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$603K 18,531 -2,234 -11%
HighTower Advisors
78
HighTower Advisors
Illinois
$590K 18,120 +3,158 +21%
PFS
79
Prospera Financial Services
Texas
$576K 17,701 +4,512 +34%
CAC
80
Certified Advisory Corp
Florida
$564K 17,322 +137 +0.8%
AWM
81
AE Wealth Management
Kansas
$559K 17,191 -50 -0.3%
AAS
82
Avantax Advisory Services
Texas
$510K 15,668 -4,056 -21%
SVWAG
83
Sound View Wealth Advisors Group
Georgia
$508K 15,609 -380 -2%
NFG
84
Nations Financial Group
Iowa
$507K 15,575 – –
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$501K 15,396 +708 +5%
BAM
86
Belpointe Asset Management
Nevada
$490K 15,065 +50 +0.3%
MWM
87
Maridea Wealth Management
New York
$489K 15,028 +506 +3%
US Bancorp
88
US Bancorp
Minnesota
$480K 14,744 +1,829 +14%
PI
89
PFG Investments
New York
$446K 13,707 +157 +1%
SWP
90
Semus Wealth Partners
Florida
$446K 13,692 -583 -4%
SG
91
StoneX Group
New York
$443K 13,606 -3,001 -18%
MOS
92
MGO One Seven
Ohio
$429K 13,171 – –
DC
93
Davenport & Co
Virginia
$428K 13,141 +775 +6%
KeyBank National Association
94
KeyBank National Association
Ohio
$413K 12,700 – –
NRS
95
Neville Rodie & Shaw
New York
$413K 12,701 – –
PSCM
96
Per Stirling Capital Management
Texas
$398K 12,230 +5,638 +86%
MPCG
97
Matrix Private Capital Group
New York
$395K 12,150 +3,650 +43%
HSA
98
HBK Sorce Advisory
Pennsylvania
$383K 11,765 +32 +0.3%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$383K 11,758 -953 -7%
EH
100
Equitable Holdings
New York
$356K 10,926 +10,926 New
2 3
4
5 6