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NXG

NXG NextGen Infrastructure Income Fund

49 hedge funds and large institutions have $68.8M invested in NXG NextGen Infrastructure Income Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

32% more capital invested

Capital invested by funds: $52.1M → $68.8M (+$16.7M)

29% more funds holding

Funds holding: 3849 (+11)

6% more ownership

Funds ownership: 28.05%34.04% (+6%)

Holders
49
Holders Change
+11
Holders Change %
+28.95%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
17
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.79M +$512K +9,683 +6%
QL
2
Quarry LP
New York
$6.18M +$5.95M +112,495 New
BFM
3
Boothbay Fund Management
New York
$6.18M +$5.94M +112,435 New
AGM
4
Alpine Global Management
New York
$6.08M +$5.85M +110,666 New
CCC
5
Cable Car Capital
California
$5.77M +$5.55M +105,000 New
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$5.07M +$4.88M +92,223 New
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$3.85M +$61.7K +1,167 +2%
GC
8
Guggenheim Capital
Illinois
$3.21M +$32.9K +622 +1%
CA
9
CoreCap Advisors
Michigan
$2.9M +$366K +6,915 +15%
Raymond James Financial
10
Raymond James Financial
Florida
$2.3M +$294K +5,564 +15%
Stifel Financial
11
Stifel Financial
Missouri
$1.76M +$134K +2,526 +9%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.65M -$18.9K -357 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.4M +$708K +13,396 +111%
LPL Financial
14
LPL Financial
California
$1.17M +$87.7K +1,658 +8%
SIA
15
Sit Investment Associates
Minnesota
$1.09M -$14.4M -273,160 -93%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$915K -$26.6K -504 -3%
UBS Group
17
UBS Group
Switzerland
$780K +$47.6K +900 +7%
Invesco
18
Invesco
Georgia
$719K -$24K -454 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$714K +$4.02K +76 +0.6%
AFP
20
Ausdal Financial Partners
Iowa
$691K +$665K +12,582 New
IWP
21
Integrity Wealth Partners
California
$579K +$557K +10,536 New
VFA
22
Valeo Financial Advisors
Indiana
$469K -$793 -15 -0.2%
PAG
23
Private Advisor Group
New Jersey
$452K +$2.01K +38 +0.5%
SWA
24
Stratos Wealth Advisors
Ohio
$412K
OC
25
Oppenheimer & Co
New York
$383K +$1.22K +23 +0.3%

NXG Hedge Fund Activity: Q1 2026 in Review

49 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q1 2026, worth a combined $68.8M — up 32% from $52.1M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NXG positions and 5 closed out — a net gain of 12 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was Quarry LP, opening a new position worth an estimated $5.95M. The largest seller was Sit Investment Associates, cutting an estimated $14.4M.

  • 49 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q1 2026, up from 38 in Q4 2025.
  • Funds reported $68.8M of NXG NextGen Infrastructure Income Fund stock for Q1 2026, up 32% quarter-over-quarter.
  • 17 funds opened new NXG NextGen Infrastructure Income Fund positions in Q1 2026 and 5 closed out, a net change of +12 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q1 2026 was Quarry LP, an estimated $5.95M added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q1 2026 was Sit Investment Associates, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2026.