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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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57 hedge funds and large institutions have $87.6M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

0.99% less ownership

Funds ownership: 15.8% → 14.82% (-0.99%)

3% less capital invested

Capital invested by funds: $90.2M → $87.6M (-$2.59M)

8% less funds holding

Funds holding: 62 → 57 (-5)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
57
Holders Change
-5
Holders Change %
-8.06%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
24
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$634K
2
SPIA
Steward Partners Investment Advisory
New York
+$423K
3
RJA
Raymond James & Associates
Florida
+$345K
4
Ameriprise
Ameriprise
Minnesota
+$310K
5
Stifel Financial
Stifel Financial
Missouri
+$282K

Top Sellers

Rank Fund Capital Flow
1
EGA
E&G Advisors
Texas
-$1.33M
2
TC
Telemus Capital
Michigan
-$1M
3
Cohen & Steers
Cohen & Steers
New York
-$973K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$850K
5
Truist Financial
Truist Financial
North Carolina
-$793K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
26
Wagner Wealth Management (South Carolina)
South Carolina
$575K -$71.7K -2,830 -11%
PAG
27
Private Advisor Group
New Jersey
$563K +$114K +4,518 +26%
Bank of America
28
Bank of America
North Carolina
$541K +$12.4K +490 +2%
Osaic Holdings
29
Osaic Holdings
Arizona
$527K +$10.2K +404 +2%
TFS
30
TrustCore Financial Services
Tennessee
$469K +$29.9K +1,180 +7%
KPWS
31
Kestra Private Wealth Services
Texas
$390K +$634 +25 +0.2%
GCP
32
Gill Capital Partners
Colorado
$303K – – –
BRWA
33
B. Riley Wealth Advisors
Florida
$276K -$96.6K -3,813 -26%
CAN
34
Cetera Advisor Networks
California
$270K +$268K +10,574 New
RFM
35
Royal Fund Management
Florida
$243K +$1.24K +49 +0.5%
IAIM
36
International Assets Investment Management
Florida
$233K -$237K -9,337 -51%
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$233K +$17.7K +700 +8%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$226K +$226K +8,900 New
SPC
39
Sigma Planning Corp
Michigan
$218K – – –
AWM
40
AE Wealth Management
Kansas
$205K – – –
Lazard Asset Management
41
Lazard Asset Management
New York
$178K – – –
SA
42
SRH Advisors
Kansas
$140K – – –
Citigroup
43
Citigroup
New York
$128K +$177 +7 +0.1%
GWM
44
Geneos Wealth Management
Colorado
$72K – – –
HI
45
Harbour Investments
Wisconsin
$72K +$279 +11 +0.4%
NFG
46
Next Financial Group
Texas
$43K – – –
TFGT
47
TS Financial Group (TSFG)
Illinois
$41K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$41K +$101 +4 +0.3%
AWM
49
Avior Wealth Management
Nebraska
$30K +$30.4K +1,200 New
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$28K – – –
1
2
3

JPI Hedge Fund Activity: Q2 2021 in Review

57 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2021, worth a combined $87.6M — down 2.9% from $90.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of JPI and 6 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 24 added.

The largest buyer was Morgan Stanley, adding an estimated $634K. The largest seller was E&G Advisors, exiting entirely with an estimated $1.33M sold.

  • 57 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2021, down from 62 in Q1 2021.
  • Funds reported $87.6M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2021, down 2.9% quarter-over-quarter.
  • 6 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2021 and 11 closed out, a net change of -5 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2021 was Morgan Stanley, an estimated $634K added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2021 was E&G Advisors, an estimated $1.33M sold.

Based on aggregated 13F filings for Q2 2021.