Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
49 hedge funds and large institutions have $42M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 8 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
6% more capital invested
Capital invested by funds: $39.6M → $42M (+$2.45M)
0.69% more ownership
Funds ownership: 8.68% → 9.38% (+0.69%)
0% more funds holding
Funds holding: 49 → 49 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$435K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$391K |
| 3 |
DWM
Diversify Wealth Management
Sandy,
Utah
|
+$334K |
| 4 |
Morgan Stanley
New York
|
+$325K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$320K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
-$1.95M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$361K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$226K |
| 4 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$213K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$197K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAIM
51
International Assets Investment Management
Orlando,
Florida
| – | -$3.74K | -77,809 | Closed |
|
|
HWAM
52
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| – | -$361K | -17,352 | Closed |
|
|
MHS
53
M Holdings Securities
Portland,
Oregon
| – | -$213K | -10,243 | Closed |
|
|
HGA
54
Hobbs Group Advisors
Columbia,
South Carolina
| – | -$20.8K | -1,000 | Closed |
|
|
IA
55
IFP Advisors
Tampa,
Florida
| – | -$14.6K | -700 | Closed |
|
|
FIA
56
FNY Investment Advisers
New York
| – | -$12K | -600 | Closed |
|
|
JIP
57
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$4.06K | -195 | Closed |
|
58
Fidelity Investments
Boston,
Massachusetts
| – | -$21 | -1 | Closed |
|
JPI Hedge Fund Activity: Q4 2024 in Review
49 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2024, worth a combined $42M — up 6.2% from $39.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JPI positions and 8 closed out — a net gain of 1 holder — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Kingswood Wealth Advisors, adding an estimated $435K. The largest seller was Cornerstone Advisory, cutting an estimated $1.95M.
- 49 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $42M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2024, up 6.2% quarter-over-quarter.
- 9 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2024 and 8 closed out, a net change of +1 holder.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2024 was Kingswood Wealth Advisors, an estimated $435K added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2024 was Cornerstone Advisory, an estimated $1.95M sold.
Based on aggregated 13F filings for Q4 2024.