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Nuveen Floating Rate Income Fund
JFR

Overview Fund Activity

168 hedge funds and large institutions have $464M invested in Nuveen Floating Rate Income Fund in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 28 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+8
Holders Change %
+5%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
35
Increased
69
Reduced
28
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$55.5M
2
MIG
Mariner Investment Group
New York
+$40.6M
3
Morgan Stanley
Morgan Stanley
New York
+$20.6M
4
CWP
Cyndeo Wealth Partners
Florida
+$8.65M
5
CPC
Congress Park Capital
New York
+$7.43M

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$4.91M
2
CBA
Coastal Bridge Advisors
Connecticut
-$4.14M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.73M
4
BAM
Byrne Asset Management
New Jersey
-$1.24M
5
N
Natixis
France
-$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Calton & Associates
Florida
$350K +$350K +41,340 New
WEG
77
World Equity Group
Illinois
$348K -$266K -31,446 -43%
RW
78
RVW Wealth
California
$342K – – –
NAS
79
NWF Advisory Services
California
$341K +$189K +22,297 +124%
FAG
80
Fortitude Advisory Group
Washington
$339K – – –
NEPWA
81
New England Private Wealth Advisors
Massachusetts
$327K +$327K +38,617 New
EGA
82
E&G Advisors
Texas
$324K -$5.76K -680 -2%
Comerica Bank
83
Comerica Bank
Texas
$323K +$2.18K +257 +0.7%
OP
84
ORG Partners
Indiana
$311K +$311K +36,655 New
SSWM
85
Sheets Smith Wealth Management
North Carolina
$305K +$50.8K +6,003 +20%
MWM
86
Mission Wealth Management
California
$292K -$545K -64,386 -65%
CWC
87
Carolinas Wealth Consulting
North Carolina
$292K – – –
HSA
88
HBK Sorce Advisory
Pennsylvania
$290K -$8.49K -1,002 -3%
Mariner
89
Mariner
Kansas
$288K +$97.4K +11,497 +51%
IWC
90
Integrated Wealth Concepts
Massachusetts
$281K +$12.2K +1,446 +5%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$274K +$274K +32,359 New
HighTower Advisors
92
HighTower Advisors
Illinois
$261K +$46.3K +5,466 +22%
COLIM
93
City of London Investment Management
United Kingdom
$257K +$257K +30,350 New
KAS
94
Kestra Advisory Services
Texas
$247K -$434K -51,222 -64%
DADC
95
D.A. Davidson & Co
Montana
$236K -$18.8K -2,215 -7%
GJIA
96
Glass Jacobson Investment Advisors
Maryland
$236K – – –
AIS
97
Accredited Investor Services
Minnesota
$224K +$224K +26,460 New
DWM
98
Diversify Wealth Management
Utah
$220K +$8 +1 +0%
QWM
99
Quadcap Wealth Management
Texas
$217K – – –
CWM
100
Centurion Wealth Management
Virginia
$213K – – –
2 3
4
5 6