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NXG

NXG NextGen Infrastructure Income Fund

31 hedge funds and large institutions have $33.8M invested in NXG NextGen Infrastructure Income Fund in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

9% more capital invested

Capital invested by funds: $30.9M → $33.8M (+$2.93M)

0.24% more ownership

Funds ownership: 18.04%18.28% (+0.24%)

6% less funds holding

Funds holding: 3331 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
14
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.45M +$282K +6,116 +4%
Comerica Bank
2
Comerica Bank
Texas
$4.46M
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.79M +$729K +15,830 +40%
GC
4
Guggenheim Capital
Illinois
$2.15M +$483K +10,496 +33%
CA
5
CoreCap Advisors
Michigan
$2.02M +$21.2K +460 +1%
JWCA
6
J.W. Cole Advisors
Florida
$1.74M +$168K +3,655 +12%
Raymond James Financial
7
Raymond James Financial
Florida
$1.63M -$63.8K -1,385 -4%
Stifel Financial
8
Stifel Financial
Missouri
$1.39M -$75.9K -1,648 -6%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.31M -$27.6K -599 -2%
AFP
10
Ausdal Financial Partners
Iowa
$1.29M +$22.2K +482 +2%
LPL Financial
11
LPL Financial
California
$912K +$321K +6,967 +62%
VFA
12
Valeo Financial Advisors
Indiana
$808K +$287K +6,227 +63%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$696K +$52.5K +1,139 +9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$670K
Osaic Holdings
15
Osaic Holdings
Arizona
$636K -$32.2K -700 -5%
UBS Group
16
UBS Group
Switzerland
$585K -$278K -6,027 -34%
AC
17
Aristides Capital
Kentucky
$557K -$102K -2,213 -17%
PAG
18
Private Advisor Group
New Jersey
$402K -$381K -8,272 -51%
SWA
19
Stratos Wealth Advisors
Ohio
$307K +$18.4K +400 +7%
KPWS
20
Kestra Private Wealth Services
Texas
$266K -$16.3K -354 -6%
Invesco
21
Invesco
Georgia
$243K +$2.76K +60 +1%
OC
22
Oppenheimer & Co
New York
$239K
EC
23
Elequin Capital
New York
$76.3K +$20K +434 +40%
US Bancorp
24
US Bancorp
Minnesota
$70.4K
Wells Fargo
25
Wells Fargo
California
$45.9K +$25.2K +547 +150%

NXG Hedge Fund Activity: Q2 2025 in Review

31 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q2 2025, worth a combined $33.8M — up 9.5% from $30.9M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of NXG and 0 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 14 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $729K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $682K sold.

  • 31 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q2 2025, down from 33 in Q1 2025.
  • Funds reported $33.8M of NXG NextGen Infrastructure Income Fund stock for Q2 2025, up 9.5% quarter-over-quarter.
  • 0 funds opened new NXG NextGen Infrastructure Income Fund positions in Q2 2025 and 2 closed out, a net change of -2 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q2 2025 was Janney Montgomery Scott, an estimated $729K added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q2 2025 was Sit Investment Associates, an estimated $682K sold.

Based on aggregated 13F filings for Q2 2025.