USCF Midstream Energy Income Fund
UMI
33 hedge funds and large institutions have $276M invested in USCF Midstream Energy Income Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 7 closing their positions.
1,100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 1
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
14% more capital invested
Capital invested by funds: $241M → $276M (+$34.3M)
3% more funds holding
Funds holding: 32 → 33 (+1)
1.56% less ownership
Funds ownership: 77.27% → 75.71% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$5.8M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$2.89M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.03M |
| 4 |
LPL Financial
San Diego,
California
|
+$490K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$2.13M |
| 2 |
Jane Street
New York
|
-$383K |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$218K |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$18.6K |
| 5 |
LFG
Larson Financial Group
St Louis,
Missouri
|
-$8.55K |
UMI Hedge Fund Activity: Q4 2024 in Review
33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in USCF Midstream Energy Income Fund (UMI) for Q4 2024, worth a combined $276M — up 14% from $241M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new UMI positions and 7 closed out — a net gain of 1 holder — while 12 added to existing stakes and 1 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $5.8M. The largest seller was Dynamic Advisor Solutions, exiting entirely with an estimated $2.13M sold.
- 33 institutional investors held USCF Midstream Energy Income Fund (UMI) as of Q4 2024, up from 32 in Q3 2024.
- Funds reported $276M of USCF Midstream Energy Income Fund stock for Q4 2024, up 14% quarter-over-quarter.
- 8 funds opened new USCF Midstream Energy Income Fund positions in Q4 2024 and 7 closed out, a net change of +1 holder.
- The largest USCF Midstream Energy Income Fund buyer in Q4 2024 was Avantax Advisory Services, an estimated $5.8M added.
- The largest USCF Midstream Energy Income Fund seller in Q4 2024 was Dynamic Advisor Solutions, an estimated $2.13M sold.
Based on aggregated 13F filings for Q4 2024.