Nuveen Mortgage and Income Fund
33 hedge funds and large institutions have $38.3M invested in Nuveen Mortgage and Income Fund in 2026 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
3% more funds holding
Funds holding: 32 → 33 (+1)
3.16% less ownership
Funds ownership: 43.21% → 40.05% (-3.2%)
11% less capital invested
Capital invested by funds: $42.9M → $38.3M (-$4.59M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.3M |
| 2 |
CS
Clear Street
New York
|
+$476K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$172K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$79K |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$30.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.47M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.25M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.1M |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$502K |
| 5 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
-$495K |
JLS Hedge Fund Activity: Q2 2026 in Review
33 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q2 2026, worth a combined $38.3M — down 11% from $42.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JLS positions and 1 closed out — a net gain of 1 holder — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Ameriprise, adding an estimated $1.3M. The largest seller was Sit Investment Associates, cutting an estimated $1.47M.
- 33 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q2 2026, up from 32 in Q1 2026.
- Funds reported $38.3M of Nuveen Mortgage and Income Fund stock for Q2 2026, down 11% quarter-over-quarter.
- 2 funds opened new Nuveen Mortgage and Income Fund positions in Q2 2026 and 1 closed out, a net change of +1 holder.
- The largest Nuveen Mortgage and Income Fund buyer in Q2 2026 was Ameriprise, an estimated $1.3M added.
- The largest Nuveen Mortgage and Income Fund seller in Q2 2026 was Sit Investment Associates, an estimated $1.47M sold.
Based on aggregated 13F filings for Q2 2026.