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NXG

NXG NextGen Infrastructure Income Fund

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.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

27% more funds holding

Funds holding: 2633 (+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%)

Holders
33
Holders Change
+7
Holders Change %
+26.92%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.62M -$114K -2,377 -1%
Comerica Bank
2
Comerica Bank
Texas
$4.18M -$34K -705 -0.8%
CA
3
CoreCap Advisors
Michigan
$1.87M +$1.36M +28,235 +245%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$1.87M +$701K +14,562 +58%
Raymond James Financial
5
Raymond James Financial
Florida
$1.59M -$56.4K -1,171 -3%
GC
6
Guggenheim Capital
Illinois
$1.52M +$512K +10,634 +49%
JWCA
7
J.W. Cole Advisors
Florida
$1.45M +$273K +5,661 +22%
Stifel Financial
8
Stifel Financial
Missouri
$1.38M +$79.8K +1,656 +6%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.25M +$85.7K +1,779 +7%
AFP
10
Ausdal Financial Partners
Iowa
$1.18M +$128K +2,663 +12%
UBS Group
11
UBS Group
Switzerland
$831K -$303K -6,282 -26%
PAG
12
Private Advisor Group
New Jersey
$765K +$156K +3,243 +25%
SIA
13
Sit Investment Associates
Minnesota
$682K -$3.47M -71,972 -83%
Osaic Holdings
14
Osaic Holdings
Arizona
$628K +$267K +5,536 +71%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$627K
AC
16
Aristides Capital
Kentucky
$625K -$1.36M -28,293 -68%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$598K +$4.43K +92 +0.7%
LPL Financial
18
LPL Financial
California
$525K -$109K -2,266 -17%
VFA
19
Valeo Financial Advisors
Indiana
$463K
SWA
20
Stratos Wealth Advisors
Ohio
$268K +$274K +5,699 New
KPWS
21
Kestra Private Wealth Services
Texas
$266K +$963 +20 +0.4%
Invesco
22
Invesco
Georgia
$225K +$230K +4,772 New
OC
23
Oppenheimer & Co
New York
$223K +$12K +250 +6%
US Bancorp
24
US Bancorp
Minnesota
$65.9K +$67.4K +1,400 New
EC
25
Elequin Capital
New York
$51K +$52.2K +1,083 New

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.