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SRV

NXG Cushing Midstream Energy Fund

35 hedge funds and large institutions have $26.8M invested in NXG Cushing Midstream Energy Fund in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

13% more funds holding

Funds holding: 3135 (+4)

6.67% less ownership

Funds ownership: 20.6%13.93% (-6.7%)

23% less capital invested

Capital invested by funds: $34.8M → $26.8M (-$7.97M)

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
14
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1
Absolute Investment Advisers
Florida
$4.44M +$1.04M +24,497 +33%
LPL Financial
2
LPL Financial
California
$3.47M +$157K +3,713 +5%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.29M +$617K +14,580 +40%
Morgan Stanley
4
Morgan Stanley
New York
$2.27M -$893K -21,083 -29%
SF
5
Summit Financial
New Jersey
$2.21M -$47.7K -1,127 -2%
NAS
6
NWF Advisory Services
California
$1.43M +$704K +16,620 +107%
QL
7
Quarry LP
New York
$1.16M +$453K +10,696 +70%
FFN
8
Focus Financial Network
Minnesota
$865K +$311K +7,347 +61%
Stifel Financial
9
Stifel Financial
Missouri
$862K -$40.6K -958 -5%
UBS Group
10
UBS Group
Switzerland
$779K +$91.1K +2,150 +14%
Jane Street
11
Jane Street
New York
$621K +$306K +7,233 +108%
CA
12
CoreCap Advisors
Michigan
$585K +$474K +11,200 +574%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$538K -$14.8K -350 -3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$528K +$55.1K +1,301 +12%
Invesco
15
Invesco
Georgia
$477K +$454K +10,721 New
Baird Financial Group
16
Baird Financial Group
Wisconsin
$435K +$414K +9,783 New
SWA
17
Stratos Wealth Advisors
Ohio
$413K
PAG
18
Private Advisor Group
New Jersey
$394K +$80.5K +1,900 +27%
TWPM
19
Total Wealth Planning & Management
Florida
$363K +$345K +8,157 New
VF
20
Virtu Financial
New York
$356K +$339K +7,994 New
XT
21
XTX Topco
Cayman Islands
$347K +$330K +7,801 New
NA
22
NewEdge Advisors
Louisiana
$339K +$153K +3,604 +90%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$306K +$25.2K +595 +9%
SFS
24
Symphony Financial Services
Ohio
$252K +$16K +378 +7%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$237K -$21.4K -505 -9%

SRV Hedge Fund Activity: Q1 2026 in Review

35 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in NXG Cushing Midstream Energy Fund (SRV) for Q1 2026, worth a combined $26.8M — down 23% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SRV positions and 6 closed out — a net gain of 5 holders — while 14 added to existing stakes and 5 trimmed.

The largest buyer was Absolute Investment Advisers, adding an estimated $1.04M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $12.6M sold.

  • 35 institutional investors held NXG Cushing Midstream Energy Fund (SRV) as of Q1 2026, up from 31 in Q4 2025.
  • Funds reported $26.8M of NXG Cushing Midstream Energy Fund stock for Q1 2026, down 23% quarter-over-quarter.
  • 11 funds opened new NXG Cushing Midstream Energy Fund positions in Q1 2026 and 6 closed out, a net change of +5 holders.
  • The largest NXG Cushing Midstream Energy Fund buyer in Q1 2026 was Absolute Investment Advisers, an estimated $1.04M added.
  • The largest NXG Cushing Midstream Energy Fund seller in Q1 2026 was Sit Investment Associates, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2026.