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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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68 hedge funds and large institutions have $81.3M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $77.3M → $81.3M (+$4.02M)

3% more funds holding

Funds holding: 66 → 68 (+2)

1.85% more ownership

Funds ownership: 19.37% → 21.22% (+1.8%)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
16
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Weiss Asset Management
Massachusetts
+$2.2M
2
AW
Atlas Wealth
Ohio
+$2.06M
3
Wells Fargo
Wells Fargo
California
+$1.22M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.02M
5
AC
Almitas Capital
California
+$827K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$765K
2
RJA
Raymond James & Associates
Florida
-$629K
3
IWC
Integrated Wealth Concepts
Massachusetts
-$610K
4
UBS Group
UBS Group
Switzerland
-$526K
5
Morgan Stanley
Morgan Stanley
New York
-$355K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$525K -$39.5K -2,344 -7%
CAN
27
Cetera Advisor Networks
California
$524K +$34K +2,015 +7%
KWA
28
Kingswood Wealth Advisors
California
$492K +$494K +29,320 New
IWM
29
IHT Wealth Management
Illinois
$409K -$14.6K -869 -3%
WS
30
Wedbush Securities
California
$401K +$1.52K +90 +0.4%
CC
31
Claybrook Capital
Massachusetts
$383K – – –
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$308K -$19.8K -1,172 -6%
Bank of America
33
Bank of America
North Carolina
$300K +$75.2K +4,463 +33%
Invesco
34
Invesco
Georgia
$300K +$337 +20 +0.1%
DWP
35
Daymark Wealth Partners
Ohio
$293K – – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$281K – – –
PWA
37
Physician Wealth Advisors
Utah
$263K – – –
AWA
38
Arete Wealth Advisors
Illinois
$260K – – –
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$255K -$149K -8,813 -37%
Osaic Holdings
40
Osaic Holdings
Arizona
$240K -$5.44K -323 -2%
CRC
41
Curi RMB Capital
Illinois
$214K – – –
CL
42
CSS LLC
Illinois
$203K -$16.9K -1,000 -8%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$202K -$15.2K -900 -7%
PAG
44
Private Advisor Group
New Jersey
$201K +$506 +30 +0.3%
GCP
45
Gill Capital Partners
Colorado
$196K – – –
SC
46
Sykon Capital
New York
$185K +$185K +11,000 New
RJFSA
47
Raymond James Financial Services Advisors
Florida
$178K +$179K +10,629 New
NA
48
NewEdge Advisors
Louisiana
$174K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$171K +$172K +10,200 New
CWP
50
Concord Wealth Partners
Virginia
$152K +$2.76K +164 +2%
1
2
3 4

JPI Hedge Fund Activity: Q2 2023 in Review

68 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2023, worth a combined $81.3M — up 5.2% from $77.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JPI positions and 8 closed out — a net gain of 2 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $2.2M. The largest seller was Stifel Financial, cutting an estimated $765K.

  • 68 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2023, up from 66 in Q1 2023.
  • Funds reported $81.3M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2023, up 5.2% quarter-over-quarter.
  • 10 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2023 and 8 closed out, a net change of +2 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2023 was Weiss Asset Management, an estimated $2.2M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2023 was Stifel Financial, an estimated $765K sold.

Based on aggregated 13F filings for Q2 2023.