Nxg Nextgen Infrastr Incm Fd (NXG): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Nxg Nextgen Infrastr Incm Fd (NXG) following the 2026 Q1 hedge fund 13F filings?

As of today, NXG has moved -0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -5.9%. Since the quarter end (March 31, 2026), NXG gained +6.5% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Nxg Nextgen Infrastr Incm Fd (NXG)

49 + Investors. Track Smart Money conviction in NXG. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — NXG

Based on 49 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added NXG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

49 hedge funds hold NXG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +53% more funds vs a year ago

fund count last 6Q

+17 new funds entered over the past year (+53% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 74% buying

35 buying12 selling

Last quarter: 35 funds were net buyers (17 opened a brand new position + 18 added to an existing one). Only 12 were sellers (7 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new NXG position: 0 → 8 → 8 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 37% long-term, 39% new

■ 37% conviction (2yr+) ■ 24% medium ■ 39% new

Of the 49 current holders: 18 (37%) held >2 years, 12 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

🚀

Acceleration phase — new buyers rushing in

7 → 0 → 8 → 8 → 17 new funds/Q

New funds entering each quarter: 0 → 8 → 8 → 17. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 43% veterans vs 39% newcomers

■ 43% veterans ■ 18% 1-2yr ■ 39% new

Entry-cohort mix of 49 holders: 21 (43%) are 2+ year veterans, 9 entered 1–2 years ago, and 19 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds

8 of 49 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.7

out of 10

Moderate Exit Risk

Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	49	37	32.43%
13F Shares	1M	974K	28.6%
Total Value	$63M	$50M	26.62%
New Positions	17	8	+9
Increased Positions	18	13	+5
Closed Positions	5	5	-
Reduced Positions	7	9	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

32.43%

13F Shares

974K

28.6%

Total Value

$63M

$50M

26.62%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

49 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NXG. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 NXG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Cable Car Capital, LP	1.99%	105,000	$5.8M
2	Quarry LP	1.11%	112,495	$6.2M
3	Alpine Global Management, LLC	0.91%	110,666	$6.1M
4	Integrity Wealth Partners, LLC	0.52%	10,536	$579K
5	Advisory Advocates, LLC	0.32%	6,300	$318K
6	Decision Investments, Inc	0.25%	3,990	$219K
7	CoreCap Advisors, LLC	0.10%	52,840	$2.9M
8	Boothbay Fund Management, LLC	0.08%	112,435	$6.2M
9	Yakira Capital Management, Inc.	0.07%	4,374	$240K
10	Almitas Capital LLC	0.06%	5,000	$275K
11	Aristides Capital LLC	0.05%	4,204	$231K
12	Calton & Associates, INC.	0.03%	4,373	$240K
13	Ausdal Financial Partners, Inc.	0.03%	12,582	$691K
14	Stratos Wealth Advisors, LLC	0.03%	7,499	$412K
15	Guggenheim Capital LLC	0.02%	58,380	$3.2M
16	Pinnacle Wealth Planning Services, Inc.	0.02%	3,930	$216K
17	PFG Investments, LLC	0.02%	5,862	$322K
18	Compound Planning, Inc.	0.01%	6,733	$370K
19	Valeo Financial Advisors, LLC	0.01%	8,539	$469K
20	Fifth Third Bancorp	0.01%	92,223	$5.1M
21	Oppenheimer & Co Inc	0.00%	6,979	$383K
22	Kestra Private Wealth Services, LLC	0.00%	5,486	$301K
23	Integrated Wealth Concepts LLC	0.00%	6,309	$347K
24	Osbon Capital Management LLC	0.00%	60	$3K
25	Baird Financial Group, Inc.	0.00%	30,082	$1.7M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Nxg Nextgen Infrastr Incm Fd (NXG)

What does the Smart Money Trend signal show for NXG?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added NXG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NXG?

More buyers than sellers — 74% buying: Last quarter: 35 funds were net buyers (17 opened a brand new position + 18 added to an existing one). Only 12 were sellers (7 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NXG holders?

Strong quality — 22% AUM from major funds: 8 of 49 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NXG?

Mixed — 37% long-term, 39% new: Of the 49 current holders: 18 (37%) held >2 years, 12 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Nxg Nextgen Infrastr Incm Fd (NXG) following the 2026 Q1 hedge fund 13F filings?

As of today, NXG has moved -0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -5.9%. Since the quarter end (March 31, 2026), NXG has gained +6.5% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Nxg Nextgen Infrastr Incm Fd (NXG)

Smart Money Signals — NXG

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +53% more funds vs a year ago

More buyers than sellers — 74% buying

More new buyers each quarter (+9 vs last Q)

Mixed — 37% long-term, 39% new

Acceleration phase — new buyers rushing in

Veteran-anchored — 43% veterans vs 39% newcomers

Strong quality — 22% AUM from major funds

Institutional Sentiment Summary — NXG

Hedge Fund Ownership: NXG

Market Analysis: NXG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NXG

Is It Too Late to Buy Nxg Nextgen Infrastr Incm Fd (NXG) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: NXG

Statistics: NXG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Nxg Nextgen Infrastr Incm Fd (NXG)

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