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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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61 hedge funds and large institutions have $83.6M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

7% more funds holding

Funds holding: 57 → 61 (+4)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0.05% less ownership

Funds ownership: 14.82% → 14.76% (-0.05%)

5% less capital invested

Capital invested by funds: $87.6M → $83.6M (-$3.99M)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.52M
2
EGA
E&G Advisors
Texas
+$1.32M
3
Truist Financial
Truist Financial
North Carolina
+$1.13M
4
SIA
Sit Investment Associates
Minnesota
+$935K
5
UBS Group
UBS Group
Switzerland
+$922K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$4.88M
2
IWM
IHT Wealth Management
Illinois
-$1.45M
3
Cohen & Steers
Cohen & Steers
New York
-$1.08M
4
RJA
Raymond James & Associates
Florida
-$713K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
-$367K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$664K +$1.67K +65 +0.2%
PWA
27
Physician Wealth Advisors
Utah
$622K – – –
PAG
28
Private Advisor Group
New Jersey
$551K +$3.23K +126 +0.6%
SFS
29
Shaker Financial Services
Virginia
$536K +$555K +21,610 New
Osaic Holdings
30
Osaic Holdings
Arizona
$518K +$5.24K +204 +1%
HF
31
HRT Financial
New York
$498K +$516K +20,100 New
Jane Street
32
Jane Street
New York
$473K +$490K +19,092 New
WAM
33
Wolverine Asset Management
Illinois
$463K +$480K +18,701 New
TFS
34
TrustCore Financial Services
Tennessee
$456K – – –
WWMSC
35
Wagner Wealth Management (South Carolina)
South Carolina
$388K -$191K -7,441 -33%
KPWS
36
Kestra Private Wealth Services
Texas
$380K +$437 +17 +0.1%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$324K +$335K +13,054 New
CAN
38
Cetera Advisor Networks
California
$313K +$52.7K +2,051 +19%
GCP
39
Gill Capital Partners
Colorado
$294K – – –
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$259K +$33.4K +1,301 +14%
BRWA
41
B. Riley Wealth Advisors
Florida
$233K -$37.1K -1,443 -13%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$220K – – –
SPC
43
Sigma Planning Corp
Michigan
$212K – – –
IAIM
44
International Assets Investment Management
Florida
$204K -$23.6K -918 -10%
Lazard Asset Management
45
Lazard Asset Management
New York
$173K – – –
SA
46
SRH Advisors
Kansas
$136K – – –
GWM
47
Geneos Wealth Management
Colorado
$71K – – –
HI
48
Harbour Investments
Wisconsin
$70K +$26 +1 +0%
HA
49
Herold Advisors
New York
$56K +$58.5K +2,280 New
Citigroup
50
Citigroup
New York
$43K -$84.9K -3,305 -66%
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JPI Hedge Fund Activity: Q3 2021 in Review

61 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2021, worth a combined $83.6M — down 4.6% from $87.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPI positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.52M. The largest seller was Invesco, cutting an estimated $4.88M.

  • 61 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2021, up from 57 in Q2 2021.
  • Funds reported $83.6M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2021, down 4.6% quarter-over-quarter.
  • 9 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2021 and 4 closed out, a net change of +5 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2021 was Envestnet Asset Management, an estimated $1.52M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2021 was Invesco, an estimated $4.88M sold.

Based on aggregated 13F filings for Q3 2021.