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Reaves Utility Income Fund

199 hedge funds and large institutions have $360M invested in Reaves Utility Income Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 40

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $325M → $360M (+$34.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.42% less ownership

Funds ownership: 12.99%12.57% (-0.42%)

1% less funds holding

Funds holding: 201199 (-2)

Holders
199
Holders Change
-2
Holders Change %
-1%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
83
Reduced
40
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$613K +$235K +7,146 +61%
AG
77
AmeriFlex Group
Nevada
$612K
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$603K -$73.5K -2,234 -11%
HighTower Advisors
79
HighTower Advisors
Illinois
$590K +$104K +3,158 +21%
PFS
80
Prospera Financial Services
Texas
$576K +$148K +4,512 +34%
CAC
81
Certified Advisory Corp
Florida
$564K +$4.5K +137 +0.8%
AWM
82
AE Wealth Management
Kansas
$559K -$1.64K -50 -0.3%
SA
83
Sanctuary Advisors
Indiana
$538K -$144K -4,392 -21%
AAS
84
Avantax Advisory Services
Texas
$510K -$133K -4,056 -21%
SVWAG
85
Sound View Wealth Advisors Group
Georgia
$508K -$12.5K -380 -2%
NFG
86
Nations Financial Group
Iowa
$507K
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$501K +$23.3K +708 +5%
BAM
88
Belpointe Asset Management
Nevada
$490K +$1.64K +50 +0.3%
MWM
89
Maridea Wealth Management
New York
$489K +$16.6K +506 +3%
US Bancorp
90
US Bancorp
Minnesota
$480K +$60.1K +1,829 +14%
PI
91
PFG Investments
New York
$446K +$5.16K +157 +1%
SWP
92
Semus Wealth Partners
Florida
$446K -$19.2K -583 -4%
SG
93
StoneX Group
New York
$443K -$98.7K -3,001 -18%
MOS
94
MGO One Seven
Ohio
$429K
DC
95
Davenport & Co
Virginia
$428K +$25.5K +775 +6%
KeyBank National Association
96
KeyBank National Association
Ohio
$413K
NRS
97
Neville Rodie & Shaw
New York
$413K
PSCM
98
Per Stirling Capital Management
Texas
$398K +$185K +5,638 +86%
MPCG
99
Matrix Private Capital Group
New York
$395K +$120K +3,650 +43%
HSA
100
HBK Sorce Advisory
Pennsylvania
$383K +$1.05K +32 +0.3%