NXG Cushing Midstream Energy Fund
SRV
27 hedge funds and large institutions have $29M invested in NXG Cushing Midstream Energy Fund in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
195% more capital invested
Capital invested by funds: $9.83M → $29M (+$19.2M)
17% more funds holding
Funds holding: 23 → 27 (+4)
14.78% more ownership
Funds ownership: 7.52% → 22.3% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$12.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.44M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.18M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$400K |
| 5 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$347K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$202K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$52.2K |
| 3 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$28.4K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.06K |
| 5 |
BC
Barrett & Company
Providence,
Rhode Island
|
-$1.13K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWM
26
Venturi Wealth Management
Austin,
Texas
| $1.16K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $72 | +$44 | +1 | +100% |
|
|
NAS
28
NWF Advisory Services
Los Angeles,
California
| – | -$202K | -4,480 | Closed |
|
|
BC
29
Barrett & Company
Providence,
Rhode Island
| – | -$1.13K | -25 | Closed |
|
SRV Hedge Fund Activity: Q4 2024 in Review
27 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in NXG Cushing Midstream Energy Fund (SRV) for Q4 2024, worth a combined $29M — up 195% from $9.83M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SRV positions and 2 closed out — a net gain of 4 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $12.7M. The largest seller was NWF Advisory Services, exiting entirely with an estimated $202K sold.
- 27 institutional investors held NXG Cushing Midstream Energy Fund (SRV) as of Q4 2024, up from 23 in Q3 2024.
- Funds reported $29M of NXG Cushing Midstream Energy Fund stock for Q4 2024, up 195% quarter-over-quarter.
- 6 funds opened new NXG Cushing Midstream Energy Fund positions in Q4 2024 and 2 closed out, a net change of +4 holders.
- The largest NXG Cushing Midstream Energy Fund buyer in Q4 2024 was Sit Investment Associates, an estimated $12.7M added.
- The largest NXG Cushing Midstream Energy Fund seller in Q4 2024 was NWF Advisory Services, an estimated $202K sold.
Based on aggregated 13F filings for Q4 2024.