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USCF Midstream Energy Income Fund

35 hedge funds and large institutions have $301M invested in USCF Midstream Energy Income Fund in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $295M → $301M (+$6.14M)

0.27% more ownership

Funds ownership: 76.49%76.76% (+0.27%)

10% less funds holding

Funds holding: 3935 (-4)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$280M +$11.7M +232,773 +4%
LPL Financial
2
LPL Financial
California
$3.2M -$291K -5,784 -8%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.74M +$2.69M +53,419 New
IWP
4
Insight Wealth Partners
Texas
$2.3M +$136K +2,713 +6%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.75M -$367K -7,288 -18%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.34M -$33.2K -660 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.12M -$88.8K -1,765 -7%
DAS
8
Dynamic Advisor Solutions
Arizona
$1.05M -$117K -2,325 -10%
FNBT
9
FineMark National Bank & Trust
Florida
$910K
PAG
10
Private Advisor Group
New Jersey
$726K
Jane Street
11
Jane Street
New York
$685K -$264K -5,247 -28%
Citadel Advisors
12
Citadel Advisors
Florida
$603K -$602K -11,975 -51%
MML Investors Services
13
MML Investors Services
Massachusetts
$570K -$15.8K -315 -3%
SIG
14
Spinnaker Investment Group
California
$555K +$95.6K +1,901 +21%
Morgan Stanley
15
Morgan Stanley
New York
$541K +$70K +1,392 +15%
Osaic Holdings
16
Osaic Holdings
Arizona
$329K -$503 -10 -0.2%
SAG
17
SageView Advisory Group
California
$318K
WAM
18
WFA Asset Management
Wisconsin
$245K +$2.82K +56 +1%
FTUS
19
Flow Traders U.S.
New York
$243K +$238K +4,734 New
HR
20
Howe & Rusling
New York
$221K -$15K -299 -7%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$212K +$208K +4,137 New
GS
22
GTS Securities
New York
$209K +$205K +4,072 New
HI
23
Harbour Investments
Wisconsin
$163K +$22.2K +441 +16%
WT
24
Whittier Trust
California
$151K -$25.6K -508 -15%
AUB
25
Atlantic Union Bankshares
Virginia
$54.8K +$352 +7 +0.7%

UMI Hedge Fund Activity: Q3 2025 in Review

35 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in USCF Midstream Energy Income Fund (UMI) for Q3 2025, worth a combined $301M — up 2.1% from $295M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of UMI and 5 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 9 added.

The largest buyer was HighTower Advisors, adding an estimated $11.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.25M sold.

  • 35 institutional investors held USCF Midstream Energy Income Fund (UMI) as of Q3 2025, down from 39 in Q2 2025.
  • Funds reported $301M of USCF Midstream Energy Income Fund stock for Q3 2025, up 2.1% quarter-over-quarter.
  • 5 funds opened new USCF Midstream Energy Income Fund positions in Q3 2025 and 7 closed out, a net change of -2 holders.
  • The largest USCF Midstream Energy Income Fund buyer in Q3 2025 was HighTower Advisors, an estimated $11.7M added.
  • The largest USCF Midstream Energy Income Fund seller in Q3 2025 was Susquehanna International Group, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2025.