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USCF Midstream Energy Income Fund

43 hedge funds and large institutions have $408M invested in USCF Midstream Energy Income Fund in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

33% more capital invested

Capital invested by funds: $306M → $408M (+$102M)

23% more funds holding

Funds holding: 3543 (+8)

0.82% more ownership

Funds ownership: 78.93%79.75% (+0.82%)

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
10
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$373M +$32.2M +589,760 +10%
BIG
2
Brookwood Investment Group
Arizona
$5.55M +$2.24M +40,996 +76%
FIS
3
Fischer Investment Strategies
California
$4.87M +$4.54M +83,046 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.17M +$2.8M +51,171 +256%
MML Investors Services
5
MML Investors Services
Massachusetts
$3.22M +$2.52M +46,077 +523%
LPL Financial
6
LPL Financial
California
$3.16M -$45.6K -834 -2%
IWP
7
Insight Wealth Partners
Texas
$3.09M +$200K +3,654 +7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.1M -$431K -7,884 -30%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$1.07M -$1.09M -19,846 -52%
Citadel Advisors
10
Citadel Advisors
Florida
$1.06M +$90.8K +1,660 +10%
MFWP
11
Mosaic Family Wealth Partners
Missouri
$1.04M +$969K +17,717 New
DAS
12
Dynamic Advisor Solutions
Arizona
$996K -$99.8K -1,826 -10%
PAG
13
Private Advisor Group
New Jersey
$858K
IA
14
Integrity Alliance
Iowa
$697K +$650K +11,890 New
Morgan Stanley
15
Morgan Stanley
New York
$617K -$7.05K -129 -1%
SIG
16
Spinnaker Investment Group
California
$494K +$10.6K +194 +2%
CFP
17
Cascade Financial Partners
California
$407K
Creative Planning
18
Creative Planning
Kansas
$364K +$340K +6,210 New
AAS
19
Annex Advisory Services
Wisconsin
$349K +$3.77K +69 +1%
AAM
20
Advisors Asset Management
Colorado
$283K +$265K +4,838 New
DWM
21
Diversify Wealth Management
Utah
$262K +$245K +4,487 New
GIA
22
Gladstone Institutional Advisory
Florida
$256K +$239K +4,374 New
Osaic Holdings
23
Osaic Holdings
Arizona
$252K -$84.5K -1,546 -26%
TSS
24
Two Sigma Securities
New York
$216K +$202K +3,687 New
UBS AM
25
UBS AM
Illinois
$213K +$199K +3,642 New

UMI Hedge Fund Activity: Q1 2026 in Review

43 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in USCF Midstream Energy Income Fund (UMI) for Q1 2026, worth a combined $408M — up 33% from $306M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UMI positions and 4 closed out — a net gain of 10 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $32.2M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $2.76M sold.

  • 43 institutional investors held USCF Midstream Energy Income Fund (UMI) as of Q1 2026, up from 35 in Q4 2025.
  • Funds reported $408M of USCF Midstream Energy Income Fund stock for Q1 2026, up 33% quarter-over-quarter.
  • 14 funds opened new USCF Midstream Energy Income Fund positions in Q1 2026 and 4 closed out, a net change of +10 holders.
  • The largest USCF Midstream Energy Income Fund buyer in Q1 2026 was HighTower Advisors, an estimated $32.2M added.
  • The largest USCF Midstream Energy Income Fund seller in Q1 2026 was Cetera Investment Advisers, an estimated $2.76M sold.

Based on aggregated 13F filings for Q1 2026.