USCF Midstream Energy Income Fund
UMI
32 hedge funds and large institutions have $241M invested in USCF Midstream Energy Income Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 3 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
23% more funds holding
Funds holding: 26 → 32 (+6)
12% more capital invested
Capital invested by funds: $214M → $241M (+$26.8M)
1.12% less ownership
Funds ownership: 78.39% → 77.27% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$9.86M |
| 2 |
SC
Savoie Capital
Chicago,
Illinois
|
+$1.48M |
| 3 |
GS
GTS Securities
New York
|
+$447K |
| 4 |
LPL Financial
San Diego,
California
|
+$403K |
| 5 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
+$351K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$744K |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$221K |
| 3 |
Cerity Partners
New York
|
-$211K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$4.18K |
| 5 |
Morgan Stanley
New York
|
-$87 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $15K | – | – | – |
|
|
HFS
27
Hantz Financial Services
Southfield,
Michigan
| $12K | +$131 | +3 | +1% |
|
|
CAS
28
Coppell Advisory Solutions
Coppell,
Texas
| $7.47K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $7K | +$6.8K | +156 | New |
|
30
Bank of Montreal
Toronto,
Ontario, Canada
| $6.71K | – | – | – |
|
|
TIM
31
Tortoise Investment Management
White Plains,
New York
| $2.24K | – | – | – |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $628 | +$610 | +14 | New |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$744K | -17,693 | Closed |
|
|
34
Mercer Global Advisors
Denver,
Colorado
| – | -$221K | -5,261 | Closed |
|
|
35
Cerity Partners
New York
| – | -$211K | -5,017 | Closed |
|
UMI Hedge Fund Activity: Q3 2024 in Review
32 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in USCF Midstream Energy Income Fund (UMI) for Q3 2024, worth a combined $241M — up 12% from $214M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UMI positions and 3 closed out — a net gain of 6 holders — while 12 added to existing stakes and 2 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $9.86M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $744K sold.
- 32 institutional investors held USCF Midstream Energy Income Fund (UMI) as of Q3 2024, up from 26 in Q2 2024.
- Funds reported $241M of USCF Midstream Energy Income Fund stock for Q3 2024, up 12% quarter-over-quarter.
- 9 funds opened new USCF Midstream Energy Income Fund positions in Q3 2024 and 3 closed out, a net change of +6 holders.
- The largest USCF Midstream Energy Income Fund buyer in Q3 2024 was HighTower Advisors, an estimated $9.86M added.
- The largest USCF Midstream Energy Income Fund seller in Q3 2024 was Susquehanna International Group, an estimated $744K sold.
Based on aggregated 13F filings for Q3 2024.