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USCF Midstream Energy Income Fund

39 hedge funds and large institutions have $295M invested in USCF Midstream Energy Income Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

8% more funds holding

Funds holding: 3639 (+3)

8% more capital invested

Capital invested by funds: $274M → $295M (+$20.7M)

3.09% more ownership

Funds ownership: 73.4%76.49% (+3.1%)

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$267M +$22.5M +453,603 +10%
AAS
2
Avantax Advisory Services
Texas
$6.11M +$139K +2,799 +2%
LPL Financial
3
LPL Financial
California
$3.48M +$239K +4,827 +8%
IWP
4
Insight Wealth Partners
Texas
$2.14M +$1.42M +28,532 +212%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$2.11M -$727K -14,658 -26%
SC
6
Savoie Capital
Illinois
$1.73M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.37M +$9.62K +194 +0.7%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.25M +$1.22M +24,503 New
Citadel Advisors
9
Citadel Advisors
Florida
$1.21M +$1.18M +23,712 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.2M +$289K +5,829 +33%
DAS
11
Dynamic Advisor Solutions
Arizona
$1.17M -$1.23M -24,897 -52%
Jane Street
12
Jane Street
New York
$948K +$921K +18,578 New
FNBT
13
FineMark National Bank & Trust
Florida
$904K
PAG
14
Private Advisor Group
New Jersey
$722K +$33.5K +675 +5%
MML Investors Services
15
MML Investors Services
Massachusetts
$583K +$194K +3,918 +52%
Morgan Stanley
16
Morgan Stanley
New York
$466K
SIG
17
Spinnaker Investment Group
California
$455K -$76.5K -1,543 -15%
Osaic Holdings
18
Osaic Holdings
Arizona
$330K +$45.1K +910 +16%
SAG
19
SageView Advisory Group
California
$307K -$79K -1,592 -20%
PCS
20
Private Client Services
Kentucky
$262K +$255K +5,143 New
HR
21
Howe & Rusling
New York
$235K
WAM
22
WFA Asset Management
Wisconsin
$227K +$3.17K +64 +1%
WT
23
Whittier Trust
California
$176K
Raymond James Financial
24
Raymond James Financial
Florida
$160K +$155K +3,135 New
HI
25
Harbour Investments
Wisconsin
$140K -$5.21K -105 -4%

UMI Hedge Fund Activity: Q2 2025 in Review

39 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in USCF Midstream Energy Income Fund (UMI) for Q2 2025, worth a combined $295M — up 7.5% from $274M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UMI positions and 5 closed out — a net gain of 4 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $22.5M. The largest seller was Dynamic Advisor Solutions, cutting an estimated $1.23M.

  • 39 institutional investors held USCF Midstream Energy Income Fund (UMI) as of Q2 2025, up from 36 in Q1 2025.
  • Funds reported $295M of USCF Midstream Energy Income Fund stock for Q2 2025, up 7.5% quarter-over-quarter.
  • 9 funds opened new USCF Midstream Energy Income Fund positions in Q2 2025 and 5 closed out, a net change of +4 holders.
  • The largest USCF Midstream Energy Income Fund buyer in Q2 2025 was HighTower Advisors, an estimated $22.5M added.
  • The largest USCF Midstream Energy Income Fund seller in Q2 2025 was Dynamic Advisor Solutions, an estimated $1.23M sold.

Based on aggregated 13F filings for Q2 2025.