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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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66 hedge funds and large institutions have $77.3M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

2% more funds holding

Funds holding: 65 → 66 (+1)

1% more ownership

Funds ownership: 18.37% → 19.37% (+1%)

0% less capital invested

Capital invested by funds: $77.6M → $77.3M (-$362K)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
22
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AW
Atlas Wealth
Ohio
+$3.99M
2
CA
Cornerstone Advisory
Maryland
+$2.09M
3
PAIM
Punch & Associates Investment Management
Minnesota
+$651K
4
SIA
Sit Investment Associates
Minnesota
+$463K
5
GC
Guggenheim Capital
Illinois
+$367K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$1.31M
2
IFG
Independent Financial Group
California
-$709K
3
RCM
Rivernorth Capital Management
Florida
-$497K
4
Wells Fargo
Wells Fargo
California
-$445K
5
CL
CSS LLC
Illinois
-$420K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
26
Claybrook Capital
Massachusetts
$402K +$33.3K +1,745 +8%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$345K +$40.5K +2,123 +12%
Invesco
28
Invesco
Georgia
$315K -$199K -10,456 -37%
DWP
29
Daymark Wealth Partners
Ohio
$308K -$13.3K -700 -4%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$277K +$300K +15,723 New
AWA
31
Arete Wealth Advisors
Illinois
$273K +$295K +15,485 New
PWA
32
Physician Wealth Advisors
Utah
$265K – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$257K +$42.8K +2,242 +18%
Bank of America
34
Bank of America
North Carolina
$237K -$38.3K -2,008 -13%
CL
35
CSS LLC
Illinois
$231K -$420K -22,008 -63%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$228K +$246K +12,913 New
CRC
37
Curi RMB Capital
Illinois
$225K – – –
PAG
38
Private Advisor Group
New Jersey
$210K -$3.47K -182 -2%
GCP
39
Gill Capital Partners
Colorado
$206K -$3.05K -160 -1%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$184K +$184K +9,651 +1,206%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$182K +$197K +10,320 New
MHS
42
M Holdings Securities
Oregon
$177K +$381 +20 +0.2%
PVM
43
Palogic Value Management
Texas
$176K -$28.6K -1,500 -13%
NA
44
NewEdge Advisors
Louisiana
$170K -$107K -5,610 -35%
CWP
45
Concord Wealth Partners
Virginia
$157K +$1.96K +103 +1%
BCMLT
46
Beacon Capital Management LLC (Tennessee)
Tennessee
$141K – – –
SA
47
SRH Advisors
Kansas
$97K – – –
CSPIA
48
Cary Street Partners Investment Advisory
Virginia
$83.8K – – –
HCM
49
Hollencrest Capital Management
California
$62.4K – – –
GWM
50
Geneos Wealth Management
Colorado
$47.8K – – –
1
2
3

JPI Hedge Fund Activity: Q1 2023 in Review

66 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2023, worth a combined $77.3M — down 0.47% from $77.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPI positions and 8 closed out — a net gain of 3 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Atlas Wealth, adding an estimated $3.99M. The largest seller was City of London Investment Management, exiting entirely with an estimated $1.31M sold.

  • 66 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2023, up from 65 in Q4 2022.
  • Funds reported $77.3M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2023, down 0.47% quarter-over-quarter.
  • 11 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2023 and 8 closed out, a net change of +3 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2023 was Atlas Wealth, an estimated $3.99M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2023 was City of London Investment Management, an estimated $1.31M sold.

Based on aggregated 13F filings for Q1 2023.