SRV

NXG Cushing Midstream Energy Fund
SRV

Overview Fund Activity

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 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$12.7M
2
UBS Group
UBS Group
Switzerland
+$3.45M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.18M
4
JWCA
J.W. Cole Advisors
Florida
+$400K
5
LFAS
Level Four Advisory Services
Texas
+$347K

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$52.2K
2
AWM
Axxcess Wealth Management
California
-$28.5K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.07K
4
BC
Barrett & Company
Rhode Island
-$1.13K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$13M +$12.7M +284,929 +3,678%
UBS Group
2
UBS Group
Switzerland
$3.74M +$3.45M +77,578 +1,206%
Morgan Stanley
3
Morgan Stanley
New York
$2.75M +$147K +3,301 +6%
LPL Financial
4
LPL Financial
California
$2.48M +$232K +5,221 +10%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.18M +$1.18M +26,488 New
JWCA
6
J.W. Cole Advisors
Florida
$963K +$400K +9,002 +71%
Stifel Financial
7
Stifel Financial
Missouri
$900K +$275K +6,185 +44%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$544K – – –
Osaic Holdings
9
Osaic Holdings
Arizona
$367K +$54.9K +1,233 +18%
LFAS
10
Level Four Advisory Services
Texas
$347K +$347K +7,809 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$303K -$5.07K -114 -2%
AWM
12
Axxcess Wealth Management
California
$288K -$28.5K -640 -9%
HAG
13
HighPoint Advisor Group
Illinois
$272K – – –
PAG
14
Private Advisor Group
New Jersey
$256K +$256K +5,750 New
WS
15
Wedbush Securities
California
$233K – – –
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$230K -$52.2K -1,176 -19%
SWA
17
Stratos Wealth Advisors
Ohio
$221K +$221K +4,964 New
AA
18
Armis Advisers
Georgia
$212K +$212K +4,760 New
NA
19
NewEdge Advisors
Louisiana
$179K – – –
CA
20
CoreCap Advisors
Michigan
$143K +$56.7K +1,275 +65%
CT
21
Colonial Trust
South Carolina
$140K – – –
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$133K – – –
PA
23
PSI Advisors
Florida
$55.6K +$7.78K +175 +16%
Comerica Bank
24
Comerica Bank
Texas
$27K – – –
Bank of America
25
Bank of America
North Carolina
$6.54K +$6.54K +147 New
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