Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
50 hedge funds and large institutions have $42M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
2% more funds holding
Funds holding: 49 → 50 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.04% less ownership
Funds ownership: 9.38% → 9.34% (-0.04%)
0% less capital invested
Capital invested by funds: $42M → $42M (-$57.9K)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.38M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$396K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$312K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$294K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$222K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
-$1.83M |
| 2 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$510K |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$208K |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$201K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$198K |
JPI Hedge Fund Activity: Q1 2025 in Review
50 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q1 2025, worth a combined $42M — down 0.14% from $42M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JPI positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 18 trimmed.
The largest buyer was Bank of America, adding an estimated $1.38M. The largest seller was Cornerstone Advisory, cutting an estimated $1.83M.
- 50 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q1 2025, up from 49 in Q4 2024.
- Funds reported $42M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q1 2025, down 0.14% quarter-over-quarter.
- 5 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q1 2025 and 4 closed out, a net change of +1 holder.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q1 2025 was Bank of America, an estimated $1.38M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q1 2025 was Cornerstone Advisory, an estimated $1.83M sold.
Based on aggregated 13F filings for Q1 2025.