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USCF Midstream Energy Income Fund

27 hedge funds and large institutions have $172M invested in USCF Midstream Energy Income Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

6% more capital invested

Capital invested by funds: $162M → $172M (+$10.4M)

0.58% more ownership

Funds ownership: 78.66%79.24% (+0.58%)

13% less funds holding

Funds holding: 3127 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
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
$164M +$6.32M +179,600 +4%
DAS
2
Dynamic Advisor Solutions
Arizona
$2.9M +$414K +11,749 +17%
SC
3
Savoie Capital
Illinois
$1.2M +$1.19M +33,850 New
Jane Street
4
Jane Street
New York
$672K -$2.41M -68,558 -78%
LPL Financial
5
LPL Financial
California
$580K +$54.9K +1,558 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$569K -$810 -23 -0.1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$559K +$20.9K +594 +4%
SAG
8
SageView Advisory Group
California
$330K
Morgan Stanley
9
Morgan Stanley
New York
$330K +$7.04K +200 +2%
GS
10
GTS Securities
New York
$258K +$257K +7,310 New
CAN
11
Cetera Advisor Networks
California
$212K -$22K -625 -9%
Osaic Holdings
12
Osaic Holdings
Arizona
$207K +$19.6K +558 +11%
WAM
13
WFA Asset Management
Wisconsin
$184K +$1.83K +52 +1%
WT
14
Whittier Trust
California
$121K
HI
15
Harbour Investments
Wisconsin
$96.7K
NA
16
NewEdge Advisors
Louisiana
$47.4K +$2.57K +73 +6%
AWM
17
Avior Wealth Management
Nebraska
$38.3K +$35.6K +1,011 +1,348%
SSB
18
Sandy Spring Bank
Maryland
$35.7K +$211 +6 +0.6%
Wells Fargo
19
Wells Fargo
California
$30.4K
SPIA
20
Steward Partners Investment Advisory
New York
$17.7K -$11.2K -318 -39%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$12K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$10.6K
HFS
23
Hantz Financial Services
Michigan
$9K +$70 +2 +0.8%
CAS
24
Coppell Advisory Solutions
Texas
$5.59K
UBS Group
25
UBS Group
Switzerland
$4.45K -$49.7K -1,412 -92%

UMI Hedge Fund Activity: Q3 2023 in Review

27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in USCF Midstream Energy Income Fund (UMI) for Q3 2023, worth a combined $172M — up 6.4% from $162M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of UMI and 3 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 11 added.

The largest buyer was HighTower Advisors, adding an estimated $6.32M. The largest seller was Jane Street, cutting an estimated $2.41M.

  • 27 institutional investors held USCF Midstream Energy Income Fund (UMI) as of Q3 2023, down from 31 in Q2 2023.
  • Funds reported $172M of USCF Midstream Energy Income Fund stock for Q3 2023, up 6.4% quarter-over-quarter.
  • 3 funds opened new USCF Midstream Energy Income Fund positions in Q3 2023 and 7 closed out, a net change of -4 holders.
  • The largest USCF Midstream Energy Income Fund buyer in Q3 2023 was HighTower Advisors, an estimated $6.32M added.
  • The largest USCF Midstream Energy Income Fund seller in Q3 2023 was Jane Street, an estimated $2.41M sold.

Based on aggregated 13F filings for Q3 2023.