Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI was delisted on the 19th of September, 2025.
61 hedge funds and large institutions have $83.6M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
7% more funds holding
Funds holding: 57 → 61 (+4)
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
0.05% less ownership
Funds ownership: 14.82% → 14.76% (-0.05%)
5% less capital invested
Capital invested by funds: $87.6M → $83.6M (-$3.99M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.52M |
| 2 |
EGA
E&G Advisors
Houston,
Texas
|
+$1.32M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.13M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$935K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$922K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$4.88M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$1.45M |
| 3 |
Cohen & Steers
New York
|
-$1.08M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$713K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$367K |
JPI Hedge Fund Activity: Q3 2021 in Review
61 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2021, worth a combined $83.6M — down 4.6% from $87.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JPI positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 17 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.52M. The largest seller was Invesco, cutting an estimated $4.88M.
- 61 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2021, up from 57 in Q2 2021.
- Funds reported $83.6M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2021, down 4.6% quarter-over-quarter.
- 9 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2021 and 4 closed out, a net change of +5 holders.
- The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2021 was Envestnet Asset Management, an estimated $1.52M added.
- The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2021 was Invesco, an estimated $4.88M sold.
Based on aggregated 13F filings for Q3 2021.