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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
BIA
76
Benchmark Investment Advisors
Illinois
$664K +$711K +88,000 New
MSA
77
Marino Stram & Associates
Massachusetts
$653K
WA
78
Waverly Advisors
Alabama
$649K +$583K +72,088 +515%
Mariner
79
Mariner
Kansas
$644K -$1.71K -212 -0.2%
KPWS
80
Kestra Private Wealth Services
Texas
$641K -$84K -10,389 -11%
LFAS
81
Level Four Advisory Services
Texas
$634K +$3.24K +401 +0.5%
AHL
82
Abel Hall LLC
Louisiana
$630K +$110K +13,600 +19%
PFS
83
Prospera Financial Services
Texas
$622K +$122K +15,041 +22%
SWM
84
Spire Wealth Management
Virginia
$603K -$67.1K -8,300 -9%
SDAM
85
Shulman DeMeo Asset Management
New York
$586K -$61.9K -7,653 -9%
BI
86
Bramshill Investments
Florida
$568K -$3.85K -476 -0.6%
Pathstone Holdings
87
Pathstone Holdings
New Jersey
$562K +$202K +24,938 +50%
RIL
88
Rothschild Investment LLC
Illinois
$536K +$39.1K +4,843 +7%
RW
89
RVW Wealth
California
$535K
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$534K +$493K +60,980 +617%
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$520K +$279K +34,485 +100%
PS
92
Principal Securities
Iowa
$511K +$760 +94 +0.1%
IAMOG
93
Investors Asset Management of Georgia
Georgia
$507K +$32.3K +4,000 +6%
CWM
94
Centurion Wealth Management
Virginia
$505K -$6.18K -764 -1%
EAM
95
Everstar Asset Management
North Carolina
$498K +$534K +66,075 New
LOPW
96
Live Oak Private Wealth
North Carolina
$494K
AWM
97
Accel Wealth Management
Iowa
$490K -$26.8K -3,314 -5%
MFWP
98
Mosaic Family Wealth Partners
Missouri
$463K +$24.3K +3,000 +5%
CRC
99
Curi RMB Capital
Illinois
$463K -$118K -14,648 -19%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$448K +$197K +24,386 +70%