USCF Dividend Income Fund
4 hedge funds and large institutions have $2.74M invested in USCF Dividend Income Fund in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
8.35% more ownership
Funds ownership: 76.28% → 84.63% (+8.3%)
5% less capital invested
Capital invested by funds: $2.87M → $2.74M (-$133K)
33% less funds holding
Funds holding: 6 → 4 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$132K |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$19.9K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.72K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$330K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.9K |
| 3 |
Morgan Stanley
New York
|
-$56 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Portfolio Solutions
Chicago,
Illinois
| $1.51M | +$19.9K | +672 | +1% |
|
|
WCFA
2
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $673K | +$132K | +4,436 | +24% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $316K | +$1.72K | +58 | +0.5% |
|
|
GS
4
GTS Securities
New York
| $242K | -$330K | -11,139 | -58% |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$2.9K | -100 | Closed |
|
|
6
Morgan Stanley
New York
| – | -$56 | -1 | Closed |
|
UDI Hedge Fund Activity: Q1 2025 in Review
4 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in USCF Dividend Income Fund (UDI) for Q1 2025, worth a combined $2.74M — down 4.6% from $2.87M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of UDI and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Walkner Condon Financial Advisors, adding an estimated $132K. The largest seller was GTS Securities, cutting an estimated $330K.
- 4 institutional investors held USCF Dividend Income Fund (UDI) as of Q1 2025, down from 6 in Q4 2024.
- Funds reported $2.74M of USCF Dividend Income Fund stock for Q1 2025, down 4.6% quarter-over-quarter.
- 0 funds opened new USCF Dividend Income Fund positions in Q1 2025 and 2 closed out, a net change of -2 holders.
- The largest USCF Dividend Income Fund buyer in Q1 2025 was Walkner Condon Financial Advisors, an estimated $132K added.
- The largest USCF Dividend Income Fund seller in Q1 2025 was GTS Securities, an estimated $330K sold.
Based on aggregated 13F filings for Q1 2025.