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SRV

NXG Cushing Midstream Energy Fund

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

11% more funds holding

Funds holding: 2831 (+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)

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.91M +$265K +6,603 +11%
Morgan Stanley
2
Morgan Stanley
New York
$2.24M -$412K -10,245 -16%
UBS Group
3
UBS Group
Switzerland
$2.04M -$1.15M -28,745 -37%
SF
4
Summit Financial
New Jersey
$1.52M +$1.44M +35,932 New
JWCA
5
J.W. Cole Advisors
Florida
$1.44M +$228K +5,672 +20%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.41M +$301K +7,492 +29%
CA
7
Cornerstone Advisors
North Carolina
$1.08M +$929K +23,128 +964%
Stifel Financial
8
Stifel Financial
Missouri
$813K +$804 +20 +0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$510K -$1.61K -40 -0.3%
NAS
10
NWF Advisory Services
California
$302K +$287K +7,140 New
LFAS
11
Level Four Advisory Services
Texas
$296K -$102K -2,532 -27%
SWA
12
Stratos Wealth Advisors
Ohio
$295K +$72.3K +1,800 +35%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$287K
WAM
14
Wolverine Asset Management
Illinois
$284K +$269K +6,702 New
AWM
15
Axxcess Wealth Management
California
$250K -$23K -572 -9%
PAG
16
Private Advisor Group
New Jersey
$237K -$49.1K -1,222 -18%
WS
17
Wedbush Securities
California
$222K
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$219K
BlackRock
19
BlackRock
New York
$177K
NA
20
NewEdge Advisors
Louisiana
$170K
CT
21
Colonial Trust
South Carolina
$133K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$127K
CA
23
CoreCap Advisors
Michigan
$82.6K
Raymond James Financial
24
Raymond James Financial
Florida
$42.4K +$40.2K +1,000 New
EC
25
Elequin Capital
New York
$39.9K +$37.9K +942 New

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.