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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

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
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$13.3M
2
Wells Fargo
2
Wells Fargo
California
$30.2M
3
WANY
3
Wealthspire Advisors (New York)
New York
$1.55M
4
Cerity Partners
4
Cerity Partners
New York
$7.76M
5
Truist Financial
5
Truist Financial
North Carolina
$4M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$9.59M
2
LPL Financial
2
LPL Financial
California
$15.2M
3
RIL
3
Rothschild Investment LLC
Illinois
$557K
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
PA
5
PFG Advisors
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.78M 471,113 -10,598 -2%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$3.77M 470,523 +8,053 +2%
FC
28
FCA Corp
Texas
$3.65M 454,604 +17,091 +4%
PL
29
Protective Life
Alabama
$3.53M 440,000 – –
Lido Advisors
30
Lido Advisors
California
$3.22M 398,064 -3,169 -0.8%
CCM
31
Campbell Capital Management
Florida
$3.06M 381,038 -3,955 -1%
CPIG
32
Chicago Partners Investment Group
Illinois
$2.79M 347,690 +21,189 +6%
CIA
33
Capital Investment Advisors
Georgia
$2.72M 339,215 -12,603 -4%
IWA
34
IBEX Wealth Advisors
New Jersey
$2.52M 314,819 +2,212 +0.7%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.47M 308,490 +21,106 +7%
PCM
36
Prelude Capital Management
New York
$2.41M 300,000 – –
First Trust Advisors
37
First Trust Advisors
Illinois
$2.26M 281,887 +7,320 +3%
NA
38
NewEdge Advisors
Louisiana
$2.23M 278,520 +10,341 +4%
WAS
39
Wealth Advisory Solutions
Indiana
$2.2M 274,632 +30,549 +13%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$2.16M 269,309 -6,570 -2%
DC
41
Davenport & Co
Virginia
$1.99M 248,714 -3,571 -1%
CA
42
CoreCap Advisors
Michigan
$1.91M 237,784 -775 -0.3%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$1.79M 220,727 +72,910 +49%
MCA
44
MSH Capital Advisors
Arizona
$1.77M 220,453 +19,358 +10%
GWM
45
Geneos Wealth Management
Colorado
$1.67M 208,255 -178,442 -46%
WANY
46
Wealthspire Advisors (New York)
New York
$1.55M 193,045 +193,045 New
SPIA
47
Steward Partners Investment Advisory
New York
$1.39M 172,897 +65,744 +61%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$1.3M 161,712 -10,000 -6%
KAS
49
Kestra Advisory Services
Texas
$1.28M 159,139 +26,551 +20%
PAG
50
Private Advisor Group
New Jersey
$1.17M 145,556 -12,195 -8%
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