SRV

NXG Cushing Midstream Energy Fund
SRV

Overview Fund Activity

30 hedge funds and large institutions have $16.4M invested in NXG Cushing Midstream Energy Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
5
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Summit Financial
New Jersey
$1.52M
2
CA
Cornerstone Advisors
North Carolina
$1.08M
3
WAM
Wolverine Asset Management
Illinois
$284K
4
LPL Financial
LPL Financial
California
$2.91M
5
JWCA
J.W. Cole Advisors
Florida
$1.44M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$0
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
3
UBS Group
UBS Group
Switzerland
$2.04M
4
Morgan Stanley
Morgan Stanley
New York
$2.24M
5
CIA
Concurrent Investment Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
26
Evolution Wealth Management
Florida
$9.15K +$9.15K +216 New
Bank of America
27
Bank of America
North Carolina
$3.68K +$3.68K +87 New
SPIA
28
Steward Partners Investment Advisory
New York
$3.18K – – –
NFSG
29
Newbridge Financial Services Group
Florida
$847 +$847 +20 New
Wells Fargo
30
Wells Fargo
California
$325 +$325 +8 New
SIA
31
Sit Investment Associates
Minnesota
– -$9.36M -212,970 Closed
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
– -$1.54M -35,012 Closed
CIA
33
Concurrent Investment Advisors
Florida
– -$275K -6,253 Closed
HAG
34
HighPoint Advisor Group
Illinois
– -$230K -5,823 Closed
AA
35
Armis Advisers
Georgia
– -$231K -5,260 Closed
PA
36
PSI Advisors
Florida
– -$68.1K -1,550 Closed
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