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SRV

NXG Cushing Midstream Energy Fund
SRV

28 hedge funds and large institutions have $27.2M invested in NXG Cushing Midstream Energy Fund in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

4% more funds holding

Funds holding: 27 → 28 (+1)

1.11% less ownership

Funds ownership: 22.3% → 21.2% (-1.1%)

6% less capital invested

Capital invested by funds: $29M → $27.2M (-$1.8M)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$792K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$387K
3
JWCA
J.W. Cole Advisors
Florida
+$301K
4
LPL Financial
LPL Financial
California
+$291K
5
CIA
Concurrent Investment Advisors
Florida
+$284K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$3.62M
2
UBS Group
UBS Group
Switzerland
-$318K
3
CA
CoreCap Advisors
Michigan
-$57.9K
4
Stifel Financial
Stifel Financial
Missouri
-$48.4K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.81K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
PSI Advisors
Florida
$68.1K +$13.6K +300 +24%
Comerica Bank
27
Comerica Bank
Texas
$26.7K – – –
SPIA
28
Steward Partners Investment Advisory
New York
$3.3K +$3.41K +75 New
Wells Fargo
29
Wells Fargo
California
$8 -$91 -2 Closed
Bank of America
30
Bank of America
North Carolina
– -$6.54K -147 Closed
VWM
31
Venturi Wealth Management
Texas
– -$1.16K -26 Closed
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