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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
AFP
201
Ausdal Financial Partners
Iowa
$126K +$89 +11 +0.1%
EWA
202
EverSource Wealth Advisors
Alabama
$126K
GKWIM
203
Gerber Kawasaki Wealth & Investment Management
California
$125K +$25.8K +3,196 +24%
HKAM
204
Horizon Kinetics Asset Management
New York
$124K
BFG
205
Beacon Financial Group
Texas
$123K +$1.78K +220 +1%
ACM
206
Advance Capital Management
Michigan
$120K
RIA
207
Realta Investment Advisors
Delaware
$120K +$1.94K +240 +2%
PA
208
PSI Advisors
Florida
$120K +$128K +15,861 New
CAM
209
Concorde Asset Management
Michigan
$120K -$22.3K -2,760 -15%
WTC
210
WhitTier Trust Company
Nevada
$118K +$84.4K +10,444 +211%
PWM
211
Perigon Wealth Management
California
$115K
A
212
Argentarii
Ohio
$114K
BAM
213
Belpointe Asset Management
Nevada
$112K
RWA
214
River Wealth Advisors
Pennsylvania
$111K
EWA
215
Etesian Wealth Advisors
Oregon
$109K +$4.04K +500 +4%
PRTG
216
Post Resch Tallon Group
New York
$108K -$4K -495 -3%
PCM
217
Parsons Capital Management
Rhode Island
$107K
RFM
218
Royal Fund Management
Florida
$106K +$1.71K +211 +2%
IC
219
IEQ Capital
California
$104K
AAP
220
Arax Advisory Partners
Colorado
$103K -$8.08K -1,000 -7%
BFA
221
Beacon Financial Advisory
Ohio
$103K +$267 +33 +0.2%
AOWM
222
Asset One Wealth Management
Washington
$103K -$136K -16,839 -56%
TSS
223
Two Sigma Securities
New York
$103K -$13.6K -1,678 -11%
V
224
VeraBank
Texas
$103K
IWC
225
Integrated Wealth Concepts
Massachusetts
$103K -$678K -83,822 -86%