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NXG Cushing Midstream Energy Fund

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: 2728 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$9.36M -$3.62M -79,705 -27%
UBS Group
2
UBS Group
Switzerland
$3.38M -$318K -7,005 -8%
Morgan Stanley
3
Morgan Stanley
New York
$2.77M +$61.4K +1,352 +2%
LPL Financial
4
LPL Financial
California
$2.73M +$291K +6,415 +12%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.54M +$387K +8,524 +32%
JWCA
6
J.W. Cole Advisors
Florida
$1.24M +$301K +6,626 +31%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.13M +$792K +17,442 +211%
Stifel Financial
8
Stifel Financial
Missouri
$843K -$48.4K -1,065 -5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$531K -$6.81K -150 -1%
LFAS
10
Level Four Advisory Services
Texas
$419K +$77.9K +1,716 +22%
PAG
11
Private Advisor Group
New Jersey
$300K +$48.9K +1,078 +19%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$298K -$1.36K -30 -0.4%
AWM
13
Axxcess Wealth Management
California
$285K
CIA
14
Concurrent Investment Advisors
Florida
$275K +$284K +6,253 New
AA
15
Armis Advisers
Georgia
$231K +$22.7K +500 +11%
WS
16
Wedbush Securities
California
$230K
HAG
17
HighPoint Advisor Group
Illinois
$230K
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$228K
SWA
19
Stratos Wealth Advisors
Ohio
$227K +$9.08K +200 +4%
BlackRock
20
BlackRock
New York
$184K +$190K +4,187 New
NA
21
NewEdge Advisors
Louisiana
$177K
CT
22
Colonial Trust
South Carolina
$138K
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$132K
CA
24
Cornerstone Advisors
North Carolina
$105K +$109K +2,400 New
CA
25
CoreCap Advisors
Michigan
$85.7K -$57.9K -1,275 -40%