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Reaves Utility Income Fund

240 hedge funds and large institutions have $501M invested in Reaves Utility Income Fund in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 48

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

13% more capital invested

Capital invested by funds: $444M → $501M (+$56.5M)

1% more funds holding

Funds holding: 238240 (+2)

0.28% less ownership

Funds ownership: 14.14%13.86% (-0.28%)

Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
110
Reduced
48
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
151
Invesco
Georgia
$287K +$34.9K +892 +14%
EM
152
ELCO Management
New York
$285K
RFN
153
RDA Financial Network
Iowa
$280K +$586 +15 +0.2%
IRC
154
Investors Research Corp
Georgia
$278K
PS
155
Principal Securities
Iowa
$272K +$2.27K +58 +0.8%
GSEP
156
Golden State Equity Partners
California
$271K +$270K +6,897 New
MC
157
Moors & Cabot
Massachusetts
$260K
AFO
158
Allie Family Office
Florida
$255K
Truist Financial
159
Truist Financial
North Carolina
$249K +$247K +6,331 New
BA
160
Ballew Advisors
Mississippi
$244K +$3.48K +89 +2%
HH
161
Hilltop Holdings
Texas
$244K +$243K +6,210 New
TCWM
162
Total Clarity Wealth Management
Illinois
$243K +$242K +6,190 New
DADC
163
D.A. Davidson & Co
Montana
$241K +$240K +6,146 New
PM
164
Penbrook Management
New York
$241K +$3.91K +100 +2%
AIA
165
Armor Investment Advisors
North Carolina
$236K
NB
166
Nicolet Bankshares
Wisconsin
$233K +$229K +5,870 New
CSP
167
Cary Street Partners
Virginia
$229K -$5.86K -150 -3%
SWP
168
Semus Wealth Partners
Florida
$227K -$6.76K -173 -3%
CIA
169
Concurrent Investment Advisors
Florida
$223K +$222K +5,676 New
CA
170
CoreCap Advisors
Michigan
$220K
EAM
171
Everstar Asset Management
North Carolina
$214K -$7.82K -200 -4%
KFGK
172
Keystone Financial Group (Kentucky)
Kentucky
$213K +$212K +5,420 New
PFPG
173
Pinnacle Financial Partners (Georgia)
Georgia
$211K +$210K +5,379 New
RCM
174
RMR Capital Management
California
$211K +$210K +5,373 New
PWMG
175
Pinnacle Wealth Management Group
Michigan
$210K +$209K +5,350 New