Nuveen Mortgage and Income Fund
JLS
32 hedge funds and large institutions have $42.9M invested in Nuveen Mortgage and Income Fund in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
0% more funds holding
Funds holding: 32 → 32 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
3% less capital invested
Capital invested by funds: $44.3M → $42.9M (-$1.36M)
1.22% less ownership
Funds ownership: 44.43% → 43.21% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$854K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$413K |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$293K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$225K |
| 5 |
LPL Financial
San Diego,
California
|
+$139K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.39M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$385K |
| 3 |
CL
Choreo LLC
Rockford,
Illinois
|
-$195K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$148K |
| 5 |
Morgan Stanley
New York
|
-$117K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAIM
26
International Assets Investment Management
Orlando,
Florida
| $50.4K | -$3.67K | -200 | -7% |
|
27
UBS Group
Zurich,
Switzerland
| $22.4K | -$107K | -5,829 | -83% |
|
|
EWA
28
EverSource Wealth Advisors
Birmingham,
Alabama
| $9.06K | – | – | – |
|
29
Rockefeller Capital Management
New York
| $6.36K | +$2.24K | +122 | +53% |
|
|
FFA
30
Farther Finance Advisors
San Francisco,
California
| $5.4K | +$5.43K | +296 | New |
|
|
HWP
31
Highline Wealth Partners
Sherman Oaks,
California
| $2.72K | – | – | – |
|
|
CL
32
Choreo LLC
Rockford,
Illinois
| – | -$195K | -10,758 | Closed |
|
|
EBA
33
Eagle Bay Advisors
New York
| – | -$25.2K | -1,384 | Closed |
|
|
FIA
34
FNY Investment Advisers
New York
| – | +$917 | +50 | New |
|
JLS Hedge Fund Activity: Q1 2026 in Review
32 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q1 2026, worth a combined $42.9M — down 3.1% from $44.3M a quarter earlier.
Fund positioning in JLS was balanced in Q1 2026: 2 funds opened new positions, 2 closed out, 15 added to existing stakes and 10 trimmed.
The largest buyer was Ameriprise, adding an estimated $854K. The largest seller was Sit Investment Associates, cutting an estimated $2.39M.
- 32 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $42.9M of Nuveen Mortgage and Income Fund stock for Q1 2026, down 3.1% quarter-over-quarter.
- 2 funds opened new Nuveen Mortgage and Income Fund positions in Q1 2026 and 2 closed out, a net change of 0 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q1 2026 was Ameriprise, an estimated $854K added.
- The largest Nuveen Mortgage and Income Fund seller in Q1 2026 was Sit Investment Associates, an estimated $2.39M sold.
Based on aggregated 13F filings for Q1 2026.