NXG NextGen Infrastructure Income Fund
NXG
33 hedge funds and large institutions have $30.9M invested in NXG NextGen Infrastructure Income Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 0 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
27% more funds holding
Funds holding: 26 → 33 (+7)
1% less capital invested
Capital invested by funds: $31.2M → $30.9M (-$296K)
8.16% less ownership
Funds ownership: 26.2% → 18.04% (-8.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$1.36M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$701K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$512K |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$274K |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$273K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.47M |
| 2 |
AC
Aristides Capital
Louisville,
Kentucky
|
-$1.36M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$303K |
| 4 |
Morgan Stanley
New York
|
-$114K |
| 5 |
LPL Financial
San Diego,
California
|
-$109K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFBT
26
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $47K | +$48.2K | +1,000 | New |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $41.2K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $17.2K | – | – | – |
|
|
PSFG
29
Park Square Financial Group
Roswell,
Georgia
| $15.1K | -$3.52K | -73 | -19% |
|
|
AAP
30
Arax Advisory Partners
Denver,
Colorado
| $7.48K | +$7.66K | +159 | New |
|
|
GC
31
Garde Capital
Seattle,
Washington
| $5.55K | +$5.68K | +118 | New |
|
|
AF
32
Allworth Financial
Folsom,
California
| $4.35K | – | – | – |
|
|
MCM
33
MAI Capital Management
Independence,
Ohio
| $1.74K | +$48 | +1 | +3% |
|
NXG Hedge Fund Activity: Q1 2025 in Review
33 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q1 2025, worth a combined $30.9M — down 0.95% from $31.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NXG positions and 0 closed out — a net gain of 7 holders — while 13 added to existing stakes and 8 trimmed.
The largest buyer was CoreCap Advisors, adding an estimated $1.36M. The largest seller was Sit Investment Associates, cutting an estimated $3.47M.
- 33 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q1 2025, up from 26 in Q4 2024.
- Funds reported $30.9M of NXG NextGen Infrastructure Income Fund stock for Q1 2025, down 0.95% quarter-over-quarter.
- 7 funds opened new NXG NextGen Infrastructure Income Fund positions in Q1 2025 and 0 closed out, a net change of +7 holders.
- The largest NXG NextGen Infrastructure Income Fund buyer in Q1 2025 was CoreCap Advisors, an estimated $1.36M added.
- The largest NXG NextGen Infrastructure Income Fund seller in Q1 2025 was Sit Investment Associates, an estimated $3.47M sold.
Based on aggregated 13F filings for Q1 2025.