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JPI

Nuveen Preferred Securities & Income Opportunities Fund
JPI

Delisted

JPI was delisted on the 19th of September, 2025.

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63 hedge funds and large institutions have $80.1M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

17% more funds holding

Funds holding: 54 → 63 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.23% less ownership

Funds ownership: 17.25% → 16.02% (-1.2%)

10% less capital invested

Capital invested by funds: $88.8M → $80.1M (-$8.67M)

Holders
63
Holders Change
+9
Holders Change %
+16.67%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
20
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.33M
2
IWM
IHT Wealth Management
Illinois
+$1.51M
3
Morgan Stanley
Morgan Stanley
New York
+$1.01M
4
CPIG
Chicago Partners Investment Group
Illinois
+$428K
5
SFS
Shaker Financial Services
Virginia
+$337K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$6.93M
2
PAIM
Punch & Associates Investment Management
Minnesota
-$1.9M
3
CA
Cornerstone Advisory
Maryland
-$1.74M
4
CA
Cetera Advisors
Colorado
-$914K
5
Invesco
Invesco
Georgia
-$882K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$504K +$1.19K +53 +0.2%
Ameriprise
27
Ameriprise
Minnesota
$409K -$6.93M -309,506 -94%
Osaic Holdings
28
Osaic Holdings
Arizona
$399K +$106K +4,744 +35%
TFS
29
TrustCore Financial Services
Tennessee
$394K -$68K -3,038 -15%
KPWS
30
Kestra Private Wealth Services
Texas
$357K +$363K +16,229 New
SFS
31
Shaker Financial Services
Virginia
$331K +$337K +15,077 New
GCP
32
Gill Capital Partners
Colorado
$261K +$28K +1,250 +12%
PAG
33
Private Advisor Group
New Jersey
$242K -$11.2K -500 -4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$235K +$239K +10,672 New
RFM
35
Royal Fund Management
Florida
$228K – – –
IAIM
36
International Assets Investment Management
Florida
$223K -$18.8K -839 -8%
Stifel Financial
37
Stifel Financial
Missouri
$223K +$12.2K +545 +6%
XF
38
XML Financial
Maryland
$218K -$41.9K -1,870 -16%
GLA
39
Good Life Advisors
Pennsylvania
$209K +$215K +9,588 New
WEC
40
Winslow Evans & Crocker
Massachusetts
$170K +$3.36K +150 +2%
SA
41
SRH Advisors
Kansas
$121K +$123K +5,500 New
Citigroup
42
Citigroup
New York
$110K +$157 +7 +0.1%
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
$92K +$93.6K +4,180 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$69K -$6.94K -310 -9%
GWM
45
Geneos Wealth Management
Colorado
$62K – – –
KTC
46
Kistler-Tiffany Companies
Pennsylvania
$62K +$62.7K +2,800 New
GSWM
47
Golden State Wealth Management
California
$50K +$50.9K +2,274 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$45K – – –
NFG
49
Next Financial Group
Texas
$41K +$42.1K +1,880 New
TFGT
50
TS Financial Group (TSFG)
Illinois
$35K – – –
1
2
3

JPI Hedge Fund Activity: Q3 2020 in Review

63 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2020, worth a combined $80.1M — down 9.8% from $88.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JPI positions and 4 closed out — a net gain of 9 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.33M. The largest seller was Ameriprise, cutting an estimated $6.93M.

  • 63 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2020, up from 54 in Q2 2020.
  • Funds reported $80.1M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2020, down 9.8% quarter-over-quarter.
  • 13 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2020 and 4 closed out, a net change of +9 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2020 was Sit Investment Associates, an estimated $2.33M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2020 was Ameriprise, an estimated $6.93M sold.

Based on aggregated 13F filings for Q3 2020.