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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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1 hedge funds and large institutions have $682K invested in Nuveen Preferred Securities & Income Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.13% less ownership

Funds ownership: 11.28% → 0.15% (-11%)

98% less funds holding

Funds holding: 53 → 1 (-52)

99% less capital invested

Capital invested by funds: $53.4M → $682K (-$52.7M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 52

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-52
Holders Change %
-98.11%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
MOS
MGO One Seven
Ohio
-$7.84M
2
Morgan Stanley
Morgan Stanley
New York
-$5.26M
3
SAM
Smith Asset Management
Florida
-$5.03M
4
Truist Financial
Truist Financial
North Carolina
-$4.53M
5
Wells Fargo
Wells Fargo
California
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
26
Diversify Wealth Management
Utah
– -$307K -14,961 Closed
WS
27
Wedbush Securities
California
– -$306K -14,700 Closed
IWM
28
IHT Wealth Management
Illinois
– -$264K -12,703 Closed
HF
29
HRT Financial
New York
– -$261K -12,585 Closed
DWP
30
Daymark Wealth Partners
Ohio
– -$237K -11,391 Closed
SOS
31
Silver Oak Securities
Tennessee
– -$233K -11,196 Closed
CRC
32
Curi RMB Capital
Illinois
– -$233K -11,114 Closed
CAMV
33
Concord Asset Management (Virginia)
Virginia
– -$221K -10,605 Closed
CWP
34
Concord Wealth Partners
Virginia
– -$221K -10,605 Closed
SFA
35
Sequoia Financial Advisors
Ohio
– -$220K -10,566 Closed
QCM
36
Quantinno Capital Management
New York
– -$204K -9,820 Closed
WWMSC
37
Wagner Wealth Management (South Carolina)
South Carolina
– -$202K -9,727 Closed
Comerica Bank
38
Comerica Bank
Texas
– -$141K -6,790 Closed
HI
39
Harbour Investments
Wisconsin
– -$79.7K -3,833 Closed
GWM
40
Geneos Wealth Management
Colorado
– -$62.8K -3,017 Closed
HIA
41
Harbor Investment Advisory
Maryland
– -$52K -2,500 Closed
BCMLT
42
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$49.5K -2,379 Closed
OWA
43
Opal Wealth Advisors
New York
– -$41.6K -2,000 Closed
AF
44
Allworth Financial
California
– -$33.7K -1,622 Closed
PS
45
Principal Securities
Iowa
– -$26K -1,250 Closed
TH
46
TCTC Holdings
Texas
– -$16.6K -800 Closed
CA
47
CoreCap Advisors
Michigan
– -$14.6K -700 Closed
AF
48
Advisornet Financial
Minnesota
– -$13.9K -666 Closed
FIA
49
FNY Investment Advisers
New York
– -$12K -600 Closed
AAS
50
Ameritas Advisory Services
Nebraska
– -$10.4K -500 Closed
1
2
3

JPI Hedge Fund Activity: Q3 2025 in Review

1 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2025, worth a combined $682K — down 99% from $53.4M a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of JPI and 0 opened new positions — a net loss of 52 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was MGO One Seven, exiting entirely with an estimated $7.84M sold.

  • 1 institutional investor held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2025, down from 53 in Q2 2025.
  • Funds reported $682K of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2025, down 99% quarter-over-quarter.
  • 0 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2025 and 52 closed out, a net change of -52 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2025 was MGO One Seven, an estimated $7.84M sold.

Based on aggregated 13F filings for Q3 2025.