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SRV

NXG Cushing Midstream Energy Fund
SRV

35 hedge funds and large institutions have $26.8M invested in NXG Cushing Midstream Energy Fund in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

13% more funds holding

Funds holding: 31 → 35 (+4)

6.67% less ownership

Funds ownership: 20.6% → 13.93% (-6.7%)

23% less capital invested

Capital invested by funds: $34.8M → $26.8M (-$7.97M)

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
14
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Absolute Investment Advisers
Florida
+$1.04M
2
NAS
NWF Advisory Services
California
+$704K
3
Osaic Holdings
Osaic Holdings
Arizona
+$617K
4
CA
CoreCap Advisors
Michigan
+$474K
5
Invesco
Invesco
Georgia
+$454K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$12.6M
2
KA
Kovack Advisors
Florida
-$2.06M
3
JWCA
J.W. Cole Advisors
Florida
-$1.43M
4
Morgan Stanley
Morgan Stanley
New York
-$893K
5
AWM
Axxcess Wealth Management
California
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
26
Wedbush Securities
California
$233K – – –
OIA
27
OneDigital Investment Advisors
Kansas
$222K +$212K +5,000 New
WAM
28
Wolverine Asset Management
Illinois
$171K +$162K +3,835 New
CT
29
Colonial Trust
South Carolina
$140K – – –
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$25K +$23.8K +562 New
AUB
31
Atlantic Union Bankshares
Virginia
$10.6K – – –
OCM
32
Osbon Capital Management
Massachusetts
$7.03K +$6.69K +158 New
FC
33
Financial Consulate
Maryland
$4.45K – – –
ASN
34
Advisory Services Network
Georgia
$979 +$932 +22 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$267 +$254 +6 New
Wells Fargo
36
Wells Fargo
California
$17 -$42 -1 Closed
SIA
37
Sit Investment Associates
Minnesota
– -$12.6M -323,176 Closed
KA
38
Kovack Advisors
Florida
– -$2.06M -52,643 Closed
JWCA
39
J.W. Cole Advisors
Florida
– -$1.43M -36,603 Closed
AWM
40
Axxcess Wealth Management
California
– -$231K -5,905 Closed
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
– -$205K -5,258 Closed
1
2

SRV Hedge Fund Activity: Q1 2026 in Review

35 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in NXG Cushing Midstream Energy Fund (SRV) for Q1 2026, worth a combined $26.8M — down 23% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SRV positions and 6 closed out — a net gain of 5 holders — while 14 added to existing stakes and 5 trimmed.

The largest buyer was Absolute Investment Advisers, adding an estimated $1.04M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $12.6M sold.

  • 35 institutional investors held NXG Cushing Midstream Energy Fund (SRV) as of Q1 2026, up from 31 in Q4 2025.
  • Funds reported $26.8M of NXG Cushing Midstream Energy Fund stock for Q1 2026, down 23% quarter-over-quarter.
  • 11 funds opened new NXG Cushing Midstream Energy Fund positions in Q1 2026 and 6 closed out, a net change of +5 holders.
  • The largest NXG Cushing Midstream Energy Fund buyer in Q1 2026 was Absolute Investment Advisers, an estimated $1.04M added.
  • The largest NXG Cushing Midstream Energy Fund seller in Q1 2026 was Sit Investment Associates, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2026.