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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
LWM
126
Liberty Wealth Management
California
$286K -$3.27K -405 -1%
HF
127
HRT Financial
New York
$284K +$305K +37,687 New
HIP
128
HUB Investment Partners
Texas
$283K +$106K +13,116 +54%
KA
129
Kovack Advisors
Florida
$281K +$21.5K +2,656 +8%
KWA
130
Kingswood Wealth Advisors
California
$280K +$46.8K +5,790 +18%
DWP
131
Daymark Wealth Partners
Ohio
$266K +$6.87K +850 +2%
CPSAC
132
Chas P. Smith & Associates (CPS)
Florida
$264K -$60.6K -7,500 -18%
Creative Planning
133
Creative Planning
Kansas
$258K +$38.1K +4,713 +16%
PWA
134
Prairie Wealth Advisors
Nebraska
$258K
DADC
135
D.A. Davidson & Co
Montana
$249K -$30.1K -3,725 -10%
AWA
136
Arkadios Wealth Advisors
Georgia
$249K +$267K +32,979 New
FAOAI
137
Fund Advisors of America Inc
Florida
$243K -$5.26K -651 -2%
SAM
138
Smithbridge Asset Management
Pennsylvania
$242K +$259K +32,062 New
Baird Financial Group
139
Baird Financial Group
Wisconsin
$241K -$11.2K -1,382 -4%
PTC
140
Private Trust Company
Ohio
$235K
FAG
141
Fortitude Advisory Group
Washington
$232K
MYIA
142
Mount Yale Investment Advisors
Colorado
$229K -$17.6K -2,174 -7%
OC
143
Oppenheimer & Co
New York
$226K +$436 +54 +0.2%
MHS
144
M Holdings Securities
Oregon
$223K -$1.43K -177 -0.6%
FFA
145
Farther Finance Advisors
California
$222K +$54.7K +6,766 +31%
PWA
146
Physician Wealth Advisors
Utah
$221K
VAS
147
Vestmark Advisory Solutions
Massachusetts
$219K -$21.6K -2,674 -8%
Bank of New York Mellon
148
Bank of New York Mellon
New York
$218K +$84.5K +10,455 +57%
WT
149
Whittier Trust
California
$218K +$20.7K +2,565 +10%
AO
150
Advisor OS
Illinois
$217K -$5.7K -705 -2%