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Nuveen Preferred & Income Opportunities Fund

320 hedge funds and large institutions have $490M invested in Nuveen Preferred & Income Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 107 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 90

6% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 35

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.12% less ownership

Funds ownership: 20.42%20.31% (-0.12%)

2% less funds holding

Funds holding: 327320 (-7)

7% less capital invested

Capital invested by funds: $530M → $490M (-$39.5M)

Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
107
Reduced
90
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
26
Chicago Partners Investment Group
Illinois
$3.89M -$387K -47,818 -9%
SWP
27
Stratos Wealth Partners
Ohio
$3.69M -$101K -12,540 -2%
Lido Advisors
28
Lido Advisors
California
$3.46M +$1.62K +200 +0%
PL
29
Protective Life
Alabama
$3.32M
Stifel Financial
30
Stifel Financial
Missouri
$3.3M -$344K -42,546 -9%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.25M +$64.7K +8,000 +2%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$3.02M -$301K -37,234 -9%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$2.69M -$24.5K -3,027 -0.9%
SPIA
34
Steward Partners Investment Advisory
New York
$2.65M +$200K +24,701 +8%
SA
35
Sanctuary Advisors
Indiana
$2.56M +$17.5K +2,160 +0.6%
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$2.49M -$137K -16,995 -5%
HWAM
37
Hennion & Walsh Asset Management
New Jersey
$2.46M -$385K -47,575 -13%
NA
38
NewEdge Advisors
Louisiana
$2.37M -$209K -25,834 -8%
Jane Street
39
Jane Street
New York
$2.34M -$68.1K -8,429 -3%
IWA
40
IBEX Wealth Advisors
New Jersey
$2.2M -$6.08K -752 -0.3%
PCM
41
Prelude Capital Management
New York
$2.18M -$85.1K -10,523 -4%
CIA
42
Capital Investment Advisors
Georgia
$2.04M -$362K -44,792 -14%
MCA
43
MSH Capital Advisors
Arizona
$1.9M -$53.2K -6,576 -3%
DC
44
Davenport & Co
Virginia
$1.81M -$53.3K -6,598 -3%
WAS
45
Wealth Advisory Solutions
Indiana
$1.65M -$441K -54,555 -20%
CA
46
CoreCap Advisors
Michigan
$1.65M -$32.2K -3,981 -2%
First Trust Advisors
47
First Trust Advisors
Illinois
$1.63M -$176K -21,830 -9%
HI
48
Harbour Investments
Wisconsin
$1.56M +$888K +109,824 +113%
WANY
49
Wealthspire Advisors (New York)
New York
$1.53M +$3.82K +473 +0.2%
GWM
50
Geneos Wealth Management
Colorado
$1.5M +$17K +2,107 +1%