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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
WW
51
Wright Wealth
Georgia
$1.46M +$171K +21,194 +12%
P
52
&Partners
Tennessee
$1.35M -$83.6K -10,337 -5%
JWM
53
Jupiter Wealth Management
Colorado
$1.35M +$1.36M +168,733 New
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$1.22M
UB
55
UMB Bank
Missouri
$1.2M
HighTower Advisors
56
HighTower Advisors
Illinois
$1.17M +$71.9K +8,889 +6%
EGA
57
E&G Advisors
Texas
$1.16M -$35.1K -4,345 -3%
PAG
58
Private Advisor Group
New Jersey
$1.05M -$90.6K -11,204 -7%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$1.04M +$112K +13,831 +11%
CSP
60
Cary Street Partners
Virginia
$1.03M +$53K +6,551 +5%
WS
61
Wedbush Securities
California
$870K +$32.6K +4,033 +4%
MHFA
62
Mission Hills Financial Advisory
California
$846K +$204K +25,286 +29%
ASN
63
Advisory Services Network
Georgia
$824K -$3.66K -453 -0.4%
SIC
64
Samalin Investment Counsel
New York
$797K -$107K -13,258 -11%
CA
65
Cornerstone Advisory
Maryland
$791K
DWM
66
Diversify Wealth Management
Utah
$780K +$2.83K +350 +0.4%
PVM
67
Palogic Value Management
Texas
$758K
AC
68
AlphaCore Capital
California
$753K -$22K -2,723 -3%
WIA
69
World Investment Advisors
California
$753K -$3.2K -396 -0.4%
Millennium Management
70
Millennium Management
New York
$749K +$803K +99,353 New
MWM
71
Melfa Wealth Management
Massachusetts
$731K -$752 -93 -0.1%
TCM
72
Triumph Capital Management
Colorado
$711K +$24.6K +3,047 +3%
IFG
73
Independent Financial Group
California
$701K -$5.98K -740 -0.8%
SG
74
StoneX Group
New York
$700K +$118K +14,576 +19%
XT
75
XTX Topco
Cayman Islands
$682K +$731K +90,392 New