We are live on ! Find out more
JPC icon

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
IAIM
101
International Assets Investment Management
Florida
$444K +$501 +62 +0.1%
WE
102
Wealth Effects
Massachusetts
$423K +$453K +56,090 New
WLPWM
103
Walled Lake Planning & Wealth Management
Illinois
$417K
MML Investors Services
104
MML Investors Services
Massachusetts
$403K -$19.2K -2,379 -4%
SAI
105
Savvy Advisors Inc
New York
$401K +$80.7K +9,979 +23%
OWCM
106
One Wealth Capital Management
Arizona
$389K
OFA
107
Onyx Financial Advisors
Idaho
$378K
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$377K -$17.8K -2,200 -4%
BRWA
109
B. Riley Wealth Advisors
Florida
$376K -$8.41K -1,041 -2%
CSA
110
Cottage Street Advisors
Massachusetts
$375K +$137 +17 +0%
CIA
111
Concurrent Investment Advisors
Florida
$375K -$121 -15 -0%
IAG
112
Investmark Advisory Group
Connecticut
$362K +$20.5K +2,537 +6%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$358K +$110K +13,600 +40%
NAS
114
NWF Advisory Services
California
$352K -$2.04K -253 -0.5%
IWM
115
IHT Wealth Management
Illinois
$346K +$111K +13,698 +43%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$337K +$30.4K +3,756 +9%
OA
117
Operose Advisors
Wisconsin
$335K
SCA
118
Sage Capital Advisors
South Dakota
$331K +$13.8K +1,706 +4%
GP
119
Gridiron Partners
Pennsylvania
$327K -$77.7K -9,613 -18%
AAS
120
Ameritas Advisory Services
Nebraska
$318K
CA
121
Carson Advisory
Georgia
$313K -$28.3K -3,500 -8%
EH
122
Equitable Holdings
New York
$307K +$74.1K +9,162 +32%
FMC
123
First Merchants Corp
Indiana
$296K -$99.9K -12,360 -24%
SOS
124
Silver Oak Securities
Tennessee
$294K -$2.57K -318 -0.8%
VF
125
Virtu Financial
New York
$287K +$308K +38,097 New