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Nuveen Preferred & Income Opportunities Fund
JPC

325 hedge funds and large institutions have $518M invested in Nuveen Preferred & Income Opportunities Fund in 2026 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 111 increasing their positions, 83 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 28

34% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 83

6% more capital invested

Capital invested by funds: $490M → $518M (+$28M)

1% more funds holding

Funds holding: 321 → 325 (+4)

0.26% more ownership

Funds ownership: 20.31% → 20.57% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
325
Holders Change
+4
Holders Change %
+1.25%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
111
Reduced
83
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.06M
2
Morgan Stanley
Morgan Stanley
New York
+$1.68M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.19M
4
LPL Financial
LPL Financial
California
+$1.04M
5
Invesco
Invesco
Georgia
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.74M
2
GC
Guggenheim Capital
Illinois
-$1.69M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.46M
4
Jane Street
Jane Street
New York
-$1.2M
5
Millennium Management
Millennium Management
New York
-$749K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
101
Centurion Wealth Management
Virginia
$463K -$64.9K -8,252 -12%
AAS
102
Ameritas Advisory Services
Nebraska
$450K +$117K +14,892 +35%
WE
103
Wealth Effects
Massachusetts
$442K – – –
RWM
104
Ritholtz Wealth Management
New York
$436K +$435K +55,306 New
WLPWM
105
Walled Lake Planning & Wealth Management
Illinois
$436K – – –
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$426K +$31.5K +4,000 +8%
CWP
107
Core Wealth Partners
California
$419K +$419K +53,224 New
MML Investors Services
108
MML Investors Services
Massachusetts
$419K -$2.52K -320 -0.6%
BRWA
109
B. Riley Wealth Advisors
Florida
$407K – – –
CIA
110
Concurrent Investment Advisors
Florida
$407K +$15.1K +1,925 +4%
CSA
111
Cottage Street Advisors
Massachusetts
$400K +$7.64K +972 +2%
OFA
112
Onyx Financial Advisors
Idaho
$395K – – –
IAG
113
Investmark Advisory Group
Connecticut
$381K +$2.08K +264 +0.5%
KPWS
114
Kestra Private Wealth Services
Texas
$374K -$295K -37,533 -44%
SAI
115
Savvy Advisors Inc
New York
$371K -$48.8K -6,203 -12%
HF
116
HRT Financial
New York
$359K +$62.1K +7,900 +21%
SCA
117
Sage Capital Advisors
South Dakota
$352K +$6.23K +792 +2%
OA
118
Operose Advisors
Wisconsin
$350K – – –
NAS
119
NWF Advisory Services
California
$337K -$31.5K -4,000 -9%
ACM
120
Advance Capital Management
Michigan
$336K +$210K +26,755 +168%
GRP
121
Global Retirement Partners
California
$333K +$332K +42,204 New
CA
122
Carson Advisory
Georgia
$328K – – –
IWM
123
IHT Wealth Management
Illinois
$324K -$37.3K -4,742 -10%
CRC
124
Curi RMB Capital
Illinois
$320K -$162K -20,619 -34%
EH
125
Equitable Holdings
New York
$314K +$13.2K +1,682 +4%
3 4
5
6 7

JPC Hedge Fund Activity: Q2 2026 in Review

325 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2026, worth a combined $518M — up 5.7% from $490M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new JPC positions and 28 closed out — a net gain of 11 holders — while 111 added to existing stakes and 83 trimmed.

The largest buyer was Bank of America, adding an estimated $2.06M. The largest seller was Advisors Asset Management, cutting an estimated $1.74M.

  • 325 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2026, up from 321 in Q1 2026.
  • Funds reported $518M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2026, up 5.7% quarter-over-quarter.
  • 39 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2026 and 28 closed out, a net change of +11 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2026 was Bank of America, an estimated $2.06M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2026 was Advisors Asset Management, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2026.