USCF Dividend Income Fund
7 hedge funds and large institutions have $2.64M invested in USCF Dividend Income Fund in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
133% more funds holding
Funds holding: 3 → 7 (+4)
7% more capital invested
Capital invested by funds: $2.47M → $2.64M (+$162K)
0.84% less ownership
Funds ownership: 45.02% → 44.18% (-0.84%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$299K |
| 2 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$225K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$43.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.17K |
| 5 |
Morgan Stanley
New York
|
+$31 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$273K |
| 2 |
GS
GTS Securities
New York
|
-$204K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Portfolio Solutions
Chicago,
Illinois
| $1.88M | +$299K | +9,521 | +19% |
|
|
GS
2
GTS Securities
New York
| $379K | -$204K | -6,515 | -36% |
|
|
WCFA
3
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $231K | +$225K | +7,175 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $95.3K | -$273K | -8,707 | -75% |
|
|
KAS
5
Kestra Advisory Services
Austin,
Texas
| $44.3K | +$43.1K | +1,373 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $3.26K | +$3.17K | +101 | New |
|
|
7
Morgan Stanley
New York
| $61 | +$31 | +1 | New |
|
UDI Hedge Fund Activity: Q4 2025 in Review
7 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in USCF Dividend Income Fund (UDI) for Q4 2025, worth a combined $2.64M — up 6.5% from $2.47M 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 2 trimmed.
The largest buyer was Envestnet Portfolio Solutions, adding an estimated $299K. The largest seller was Osaic Holdings, cutting an estimated $273K.
- 7 institutional investors held USCF Dividend Income Fund (UDI) as of Q4 2025, up from 3 in Q3 2025.
- Funds reported $2.64M of USCF Dividend Income Fund stock for Q4 2025, up 6.5% quarter-over-quarter.
- 4 funds opened new USCF Dividend Income Fund positions in Q4 2025 and 0 closed out, a net change of +4 holders.
- The largest USCF Dividend Income Fund buyer in Q4 2025 was Envestnet Portfolio Solutions, an estimated $299K added.
- The largest USCF Dividend Income Fund seller in Q4 2025 was Osaic Holdings, an estimated $273K sold.
Based on aggregated 13F filings for Q4 2025.