Nuveen Preferred Securities & Income Opportunities Fund
JPI
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.
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: 50 → 53 (+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: 1 → 1 (0)
39% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$7.54M |
| 2 |
Morgan Stanley
New York
|
+$2.29M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.29M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$527K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$303K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.39M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$689K |
| 3 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
-$591K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$580K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$300K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
51
Sunbelt Securities
Houston,
Texas
| $6.82K | – | – | – |
|
|
UB
52
UMB Bank
Kansas City,
Missouri
| $4.16K | +$4K | +200 | New |
|
|
SIC
53
Salem Investment Counselors
Winston Salem,
North Carolina
| $3.15K | – | – | – |
|
|
HNB
54
Huntington National Bank
Columbus,
Ohio
| $21 | – | – | – |
|
|
SFS
55
Shaker Financial Services
Arlington,
Virginia
| – | -$689K | -34,732 | Closed |
|
|
56
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$580K | -29,474 | Closed |
|
|
57
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$300K | -15,227 | Closed |
|
|
SIA
58
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$165K | -8,375 | Closed |
|
|
RMP
59
Richards, Merrill & Peterson
Spokane,
Washington
| – | -$73.6K | -3,740 | Closed |
|
|
WAM
60
Wolverine Asset Management
Chicago,
Illinois
| – | -$64K | -3,255 | Closed |
|
|
EC
61
Elequin Capital
New York
| – | -$59.6K | -3,031 | Closed |
|
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.