USCF Dividend Income Fund
6 hedge funds and large institutions have $3.67M invested in USCF Dividend Income Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
26,919% more capital invested
Capital invested by funds: $13.6K → $3.67M (+$3.66M)
200% more funds holding
Funds holding: 2 → 6 (+4)
36.95% more ownership
Funds ownership: 0.23% → 37.18% (+37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$1.32M |
| 2 |
GS
GTS Securities
New York
|
+$775K |
| 3 |
RFP
Root Financial Partners
Encinitas,
California
|
+$678K |
| 4 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$436K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$293K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Portfolio Solutions
Chicago,
Illinois
| $1.38M | +$1.32M | +46,018 | New |
|
|
GS
2
GTS Securities
New York
| $809K | +$775K | +27,060 | New |
|
|
RFP
3
Root Financial Partners
Encinitas,
California
| $708K | +$678K | +23,657 | New |
|
|
WCFA
4
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $455K | +$436K | +15,207 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $322K | +$293K | +10,242 | +2,048% |
|
6
Morgan Stanley
New York
| $59 | – | – | – |
|
UDI Hedge Fund Activity: Q3 2024 in Review
6 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in USCF Dividend Income Fund (UDI) for Q3 2024, worth a combined $3.67M — up 26,919% from $13.6K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UDI positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Envestnet Portfolio Solutions, opening a new position worth an estimated $1.32M.
- 6 institutional investors held USCF Dividend Income Fund (UDI) as of Q3 2024, up from 2 in Q2 2024.
- Funds reported $3.67M of USCF Dividend Income Fund stock for Q3 2024, up 26,919% quarter-over-quarter.
- 4 funds opened new USCF Dividend Income Fund positions in Q3 2024 and 0 closed out, a net change of +4 holders.
- The largest USCF Dividend Income Fund buyer in Q3 2024 was Envestnet Portfolio Solutions, an estimated $1.32M added.
Based on aggregated 13F filings for Q3 2024.