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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

JPI was delisted on the 19th of September, 2025.

53 hedge funds and large institutions have $53.4M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

27% more capital invested

Capital invested by funds: $42M → $53.4M (+$11.5M)

6% more funds holding

Funds holding: 5053 (+3)

1.94% more ownership

Funds ownership: 9.34%11.28% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
11
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$306K -$6K -300 -2%
IWM
27
IHT Wealth Management
Illinois
$264K -$2.02K -101 -0.8%
HF
28
HRT Financial
New York
$261K +$252K +12,585 New
DWP
29
Daymark Wealth Partners
Ohio
$237K
CRC
30
Curi RMB Capital
Illinois
$233K
SOS
31
Silver Oak Securities
Tennessee
$233K +$224K +11,196 New
CWP
32
Concord Wealth Partners
Virginia
$221K +$5.2K +260 +3%
CAMV
33
Concord Asset Management (Virginia)
Virginia
$221K +$212K +10,605 New
SFA
34
Sequoia Financial Advisors
Ohio
$220K +$211K +10,566 New
QCM
35
Quantinno Capital Management
New York
$204K +$196K +9,820 New
WWMSC
36
Wagner Wealth Management (South Carolina)
South Carolina
$202K +$194K +9,727 New
Comerica Bank
37
Comerica Bank
Texas
$141K
HI
38
Harbour Investments
Wisconsin
$79.7K +$30.3K +1,514 +65%
GWM
39
Geneos Wealth Management
Colorado
$62.8K -$77.3K -3,867 -56%
HIA
40
Harbor Investment Advisory
Maryland
$52K
BCMLT
41
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.5K
OWA
42
Opal Wealth Advisors
New York
$41.6K
AF
43
Allworth Financial
California
$33.7K +$440 +22 +1%
PS
44
Principal Securities
Iowa
$26K -$3.6K -180 -13%
TH
45
TCTC Holdings
Texas
$16.6K
CA
46
CoreCap Advisors
Michigan
$14.6K
AF
47
Advisornet Financial
Minnesota
$13.9K
FIA
48
FNY Investment Advisers
New York
$12K
AAS
49
Ameritas Advisory Services
Nebraska
$10.4K +$10K +500 New
GRP
50
Global Retirement Partners
California
$6.93K +$6.66K +333 New

JPI Hedge Fund Activity: Q2 2025 in Review

53 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2025, worth a combined $53.4M — up 27% from $42M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JPI positions and 7 closed out — a net gain of 3 holders — while 11 added to existing stakes and 18 trimmed.

The largest buyer was MGO One Seven, opening a new position worth an estimated $7.54M. The largest seller was UBS Group, cutting an estimated $1.39M.

  • 53 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2025, up from 50 in Q1 2025.
  • Funds reported $53.4M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2025, up 27% quarter-over-quarter.
  • 10 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2025 and 7 closed out, a net change of +3 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2025 was MGO One Seven, an estimated $7.54M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2025 was UBS Group, an estimated $1.39M sold.

Based on aggregated 13F filings for Q2 2025.