We are live on ! Find out more
UDI

USCF Dividend Income Fund
UDI

6 hedge funds and large institutions have $2.87M invested in USCF Dividend Income Fund in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

20.52% more ownership

Funds ownership: 55.77% → 76.28% (+21%)

0% more funds holding

Funds holding: 6 → 6 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

22% less capital invested

Capital invested by funds: $3.67M → $2.87M (-$796K)

Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$140K
2
WCFA
Walkner Condon Financial Advisors
Wisconsin
+$97.7K
3
UBS Group
UBS Group
Switzerland
+$3.03K

Top Sellers

Rank Fund Capital Flow
1
RFP
Root Financial Partners
California
-$708K
2
GS
GTS Securities
Florida
-$234K
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.27K

UDI Hedge Fund Activity: Q4 2024 in Review

6 of the 7,608 institutional investors tracked by Wall St. Rank reported a position in USCF Dividend Income Fund (UDI) for Q4 2024, worth a combined $2.87M — down 22% from $3.67M a quarter earlier.

Fund positioning in UDI was balanced in Q4 2024: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.

The largest buyer was Envestnet Portfolio Solutions, adding an estimated $140K. The largest seller was Root Financial Partners, exiting entirely with an estimated $708K sold.

  • 6 institutional investors held USCF Dividend Income Fund (UDI) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $2.87M of USCF Dividend Income Fund stock for Q4 2024, down 22% quarter-over-quarter.
  • 1 fund opened new USCF Dividend Income Fund positions in Q4 2024 and 1 closed out, a net change of 0 holders.
  • The largest USCF Dividend Income Fund buyer in Q4 2024 was Envestnet Portfolio Solutions, an estimated $140K added.
  • The largest USCF Dividend Income Fund seller in Q4 2024 was Root Financial Partners, an estimated $708K sold.

Based on aggregated 13F filings for Q4 2024.