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Nuveen Preferred & Income Opportunities Fund

280 hedge funds and large institutions have $461M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 70 reducing their positions, and 22 closing their positions.

Holders
280
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
96
Reduced
70
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$55.2M 6,886,989 +106,206 +2%
Bank of America
2
Bank of America
North Carolina
$33.7M 4,201,219 +103,969 +3%
UBS Group
3
UBS Group
Switzerland
$33.7M 4,198,535 -221,942 -5%
Wells Fargo
4
Wells Fargo
California
$30.2M 3,761,396 +198,445 +6%
Raymond James Financial
5
Raymond James Financial
Florida
$27.7M 3,456,317 +116,415 +3%
Invesco
6
Invesco
Georgia
$23.7M 2,951,656 +21,705 +0.7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$19M 2,366,589 +82,198 +4%
LPL Financial
8
LPL Financial
California
$15.2M 1,898,223 -479,953 -20%
GC
9
Guggenheim Capital
Illinois
$13.3M 1,655,758 +204,635 +14%
SIA
10
Sit Investment Associates
Minnesota
$9.59M 1,196,141 -2,909,854 -71%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$8.76M 1,092,658 +89,424 +9%
AAM
12
Advisors Asset Management
Colorado
$8.31M 1,036,282 -21,674 -2%
GIP
13
Greatmark Investment Partners
Georgia
$8.11M 1,011,715 +13,150 +1%
Cerity Partners
14
Cerity Partners
New York
$7.76M 968,109 +185,622 +24%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.55M 832,027 -133,369 -14%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.42M 799,968 +53,050 +7%
Cohen & Steers
17
Cohen & Steers
New York
$6.3M 785,251
PCM
18
Penserra Capital Management
California
$5.56M 693,605 +20,503 +3%
Ameriprise
19
Ameriprise
Minnesota
$4.9M 611,388 +103,503 +20%
Stifel Financial
20
Stifel Financial
Missouri
$4.8M 598,489 -31,309 -5%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$4.58M 571,517 +29,672 +5%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$4.58M 570,516 -166,874 -23%
MC
23
Moors & Cabot
Massachusetts
$4.53M 565,388 +33,765 +6%
SWP
24
Stratos Wealth Partners
Ohio
$4.1M 511,842 +8,364 +2%
Truist Financial
25
Truist Financial
North Carolina
$4M 498,856 +174,359 +54%