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USCF Midstream Energy Income Fund

25 hedge funds and large institutions have $148M invested in USCF Midstream Energy Income Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

6% more capital invested

Capital invested by funds: $139M → $148M (+$8.08M)

0.07% less ownership

Funds ownership: 77.16%77.09% (-0.07%)

4% less funds holding

Funds holding: 2625 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$141M +$14M +413,245 +11%
FTUS
2
Flow Traders U.S.
New York
$1.43M +$1.47M +43,325 New
Jane Street
3
Jane Street
New York
$921K -$3.22M -95,178 -77%
DAS
4
Dynamic Advisor Solutions
Arizona
$858K +$876K +25,911 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$527K +$16.1K +476 +3%
LPL Financial
6
LPL Financial
California
$476K +$210K +6,216 +76%
Osaic Holdings
7
Osaic Holdings
Arizona
$350K -$142K -4,187 -28%
SAG
8
SageView Advisory Group
California
$309K
Morgan Stanley
9
Morgan Stanley
New York
$302K +$3.38K +100 +1%
WT
10
Whittier Trust
California
$264K -$715K -21,142 -73%
CAN
11
Cetera Advisor Networks
California
$215K +$220K +6,500 New
WAM
12
WFA Asset Management
Wisconsin
$168K +$2.84K +84 +2%
HI
13
Harbour Investments
Wisconsin
$90.7K +$4.06K +120 +5%
NA
14
NewEdge Advisors
Louisiana
$40K -$18.8K -557 -32%
SSB
15
Sandy Spring Bank
Maryland
$33K +$338 +10 +1%
SPIA
16
Steward Partners Investment Advisory
New York
$27.1K +$16.9K +500 +157%
US Bancorp
17
US Bancorp
Minnesota
$26.5K +$27.1K +800 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$11K
HFS
19
Hantz Financial Services
Michigan
$8K +$135 +4 +2%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$6.62K
OIA
21
Optimum Investment Advisors
Illinois
$3.31K
GRP
22
Global Retirement Partners
California
$3.26K +$3.38K +100 New
AWM
23
Avior Wealth Management
Nebraska
$2.46K +$68 +2 +3%
GI
24
Gradient Investments
Minnesota
$827 +$846 +25 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$411 -$68.1K -2,014 -14%

UMI Hedge Fund Activity: Q1 2023 in Review

25 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in USCF Midstream Energy Income Fund (UMI) for Q1 2023, worth a combined $148M — up 5.8% from $139M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of UMI and 6 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 10 added.

The largest buyer was HighTower Advisors, adding an estimated $14M. The largest seller was Jane Street, cutting an estimated $3.22M.

  • 25 institutional investors held USCF Midstream Energy Income Fund (UMI) as of Q1 2023, down from 26 in Q4 2022.
  • Funds reported $148M of USCF Midstream Energy Income Fund stock for Q1 2023, up 5.8% quarter-over-quarter.
  • 6 funds opened new USCF Midstream Energy Income Fund positions in Q1 2023 and 7 closed out, a net change of -1 holder.
  • The largest USCF Midstream Energy Income Fund buyer in Q1 2023 was HighTower Advisors, an estimated $14M added.
  • The largest USCF Midstream Energy Income Fund seller in Q1 2023 was Jane Street, an estimated $3.22M sold.

Based on aggregated 13F filings for Q1 2023.