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USCF Midstream Energy Income Fund

35 hedge funds and large institutions have $306M invested in USCF Midstream Energy Income Fund in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2.17% more ownership

Funds ownership: 76.76%78.93% (+2.2%)

2% more capital invested

Capital invested by funds: $301M → $306M (+$5.31M)

0% more funds holding

Funds holding: 3535 (0)

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$284M +$15.9M +319,701 +6%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.76M +$135K +2,719 +5%
LPL Financial
3
LPL Financial
California
$2.69M -$380K -7,649 -12%
BIG
4
Brookwood Investment Group
Arizona
$2.63M +$2.67M +53,669 New
IWP
5
Insight Wealth Partners
Texas
$2.41M +$218K +4,393 +10%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$1.87M +$202K +4,065 +12%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.31M +$26.6K +536 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$982K -$89.5K -1,801 -8%
Jane Street
9
Jane Street
New York
$955K +$305K +6,132 +46%
DAS
10
Dynamic Advisor Solutions
Arizona
$924K -$84.3K -1,696 -8%
FNBT
11
FineMark National Bank & Trust
Florida
$870K
Citadel Advisors
12
Citadel Advisors
Florida
$803K +$230K +4,629 +39%
PAG
13
Private Advisor Group
New Jersey
$719K +$24.8K +500 +4%
Morgan Stanley
14
Morgan Stanley
New York
$523K +$6.46K +130 +1%
MML Investors Services
15
MML Investors Services
Massachusetts
$433K -$114K -2,286 -21%
SIG
16
Spinnaker Investment Group
California
$404K -$128K -2,581 -24%
CFP
17
Cascade Financial Partners
California
$341K +$345K +6,943 New
SAG
18
SageView Advisory Group
California
$304K
AAS
19
Annex Advisory Services
Wisconsin
$289K +$292K +5,883 New
Osaic Holdings
20
Osaic Holdings
Arizona
$287K -$30.4K -611 -9%
HR
21
Howe & Rusling
New York
$211K
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$203K
HI
23
Harbour Investments
Wisconsin
$178K +$22.8K +458 +14%
WT
24
Whittier Trust
California
$141K
AUB
25
Atlantic Union Bankshares
Virginia
$53.5K +$1.14K +23 +2%

UMI Hedge Fund Activity: Q4 2025 in Review

35 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in USCF Midstream Energy Income Fund (UMI) for Q4 2025, worth a combined $306M — up 1.8% from $301M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UMI positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 7 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $15.9M. The largest seller was LPL Financial, cutting an estimated $380K.

  • 35 institutional investors held USCF Midstream Energy Income Fund (UMI) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $306M of USCF Midstream Energy Income Fund stock for Q4 2025, up 1.8% quarter-over-quarter.
  • 5 funds opened new USCF Midstream Energy Income Fund positions in Q4 2025 and 4 closed out, a net change of +1 holder.
  • The largest USCF Midstream Energy Income Fund buyer in Q4 2025 was HighTower Advisors, an estimated $15.9M added.
  • The largest USCF Midstream Energy Income Fund seller in Q4 2025 was LPL Financial, an estimated $380K sold.

Based on aggregated 13F filings for Q4 2025.