NXG Cushing Midstream Energy Fund
SRV
31 hedge funds and large institutions have $17.2M invested in NXG Cushing Midstream Energy Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
11% more funds holding
Funds holding: 28 → 31 (+3)
11.81% less ownership
Funds ownership: 21.2% → 9.38% (-12%)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
37% less capital invested
Capital invested by funds: $27.2M → $17.2M (-$10M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$1.44M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$929K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$301K |
| 4 |
NAS
NWF Advisory Services
Los Angeles,
California
|
+$287K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$269K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$9.36M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.54M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.15M |
| 4 |
Morgan Stanley
New York
|
-$412K |
| 5 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$275K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Comerica Bank
Dallas,
Texas
| $25.1K | -$563 | -14 | -2% |
|
|
EWM
27
Evolution Wealth Management
Fort Myers,
Florida
| $9.15K | +$8.68K | +216 | New |
|
28
Bank of America
Charlotte,
North Carolina
| $3.68K | +$3.5K | +87 | New |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $3.18K | – | – | – |
|
|
NFSG
30
Newbridge Financial Services Group
Boca Raton,
Florida
| $847 | +$804 | +20 | New |
|
31
Wells Fargo
San Francisco,
California
| $325 | +$321 | +8 | New |
|
|
SIA
32
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$9.36M | -212,970 | Closed |
|
|
33
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$1.54M | -35,012 | Closed |
|
|
CIA
34
Concurrent Investment Advisors
Tampa,
Florida
| – | -$275K | -6,253 | Closed |
|
|
HAG
35
HighPoint Advisor Group
Downers Grove,
Illinois
| – | -$230K | -5,823 | Closed |
|
|
AA
36
Armis Advisers
Atlanta,
Georgia
| – | -$231K | -5,260 | Closed |
|
|
PA
37
PSI Advisors
Tampa,
Florida
| – | -$68.1K | -1,550 | Closed |
|
SRV Hedge Fund Activity: Q2 2025 in Review
31 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in NXG Cushing Midstream Energy Fund (SRV) for Q2 2025, worth a combined $17.2M — down 37% from $27.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SRV positions and 6 closed out — a net gain of 3 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Summit Financial, opening a new position worth an estimated $1.44M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $9.36M sold.
- 31 institutional investors held NXG Cushing Midstream Energy Fund (SRV) as of Q2 2025, up from 28 in Q1 2025.
- Funds reported $17.2M of NXG Cushing Midstream Energy Fund stock for Q2 2025, down 37% quarter-over-quarter.
- 9 funds opened new NXG Cushing Midstream Energy Fund positions in Q2 2025 and 6 closed out, a net change of +3 holders.
- The largest NXG Cushing Midstream Energy Fund buyer in Q2 2025 was Summit Financial, an estimated $1.44M added.
- The largest NXG Cushing Midstream Energy Fund seller in Q2 2025 was Sit Investment Associates, an estimated $9.36M sold.
Based on aggregated 13F filings for Q2 2025.