Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
68 hedge funds and large institutions have $94.3M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 7 closing their positions.
16% more capital invested
Capital invested by funds: $81.3M → $94.3M (+$13M)
2.92% more ownership
Funds ownership: 21.22% → 24.14% (+2.9%)
0% more funds holding
Funds holding: 68 → 68 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
0% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.19M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.87M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$1.68M |
| 5 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$492K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$300K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$281K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$257K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$236K |
JPI Hedge Fund Activity: Q3 2023 in Review
68 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2023, worth a combined $94.3M — up 16% from $81.3M a quarter earlier.
Fund positioning in JPI was balanced in Q3 2023: 7 funds opened new positions, 7 closed out, 22 added to existing stakes and 22 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $3M. The largest seller was Kingswood Wealth Advisors, exiting entirely with an estimated $492K sold.
- 68 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $94.3M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2023, up 16% quarter-over-quarter.
- 7 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2023 and 7 closed out, a net change of 0 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2023 was Sit Investment Associates, an estimated $3M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2023 was Kingswood Wealth Advisors, an estimated $492K sold.
Based on aggregated 13F filings for Q3 2023.