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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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68 hedge funds and large institutions have $94.3M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $81.3M → $94.3M (+$13M)

2.92% more ownership

Funds ownership: 21.22% → 24.14% (+2.9%)

0% more funds holding

Funds holding: 68 → 68 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3M
2
RCM
Rivernorth Capital Management
Florida
+$2.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.87M
4
Truist Financial
Truist Financial
North Carolina
+$1.68M
5
AW
Atlas Wealth
Ohio
+$1.25M

Top Sellers

1
KWA
Kingswood Wealth Advisors
California
-$492K
2
Invesco
Invesco
Georgia
-$300K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$281K
4
Stifel Financial
Stifel Financial
Missouri
-$257K
5
Wells Fargo
Wells Fargo
California
-$236K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cornerstone Advisory
Maryland
$11M -$43.3K -2,513 -0.4%
AW
2
Atlas Wealth
Ohio
$8.03M +$1.25M +72,417 +18%
Truist Financial
3
Truist Financial
North Carolina
$7.13M +$1.68M +97,542 +31%
PAIM
4
Punch & Associates Investment Management
Minnesota
$6.63M +$51.9K +3,018 +0.8%
SIA
5
Sit Investment Associates
Minnesota
$6.61M +$3M +174,429 +83%
Morgan Stanley
6
Morgan Stanley
New York
$6.25M +$941K +54,645 +18%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.88M +$1.87M +108,754 +47%
Stifel Financial
8
Stifel Financial
Missouri
$3.98M -$257K -14,937 -6%
Wells Fargo
9
Wells Fargo
California
$3.43M -$236K -13,691 -6%
Cohen & Steers
10
Cohen & Steers
New York
$2.99M – – –
RCM
11
Rivernorth Capital Management
Florida
$2.91M +$2.19M +126,952 +297%
UBS Group
12
UBS Group
Switzerland
$2.83M -$133K -7,745 -4%
RJA
13
Raymond James & Associates
Florida
$2.64M -$207K -12,037 -7%
WAM
14
Weiss Asset Management
Massachusetts
$2.11M -$137K -7,955 -6%
LPL Financial
15
LPL Financial
California
$1.96M +$587K +34,115 +43%
AC
16
Almitas Capital
California
$1.91M +$1.07M +62,020 +126%
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.69M -$149K -8,670 -8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.69M -$198K -11,516 -10%
CPIG
19
Chicago Partners Investment Group
Illinois
$1.22M -$34.6K -2,010 -3%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.21M -$9.21K -535 -0.8%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.16M +$6.46K +375 +0.6%
Bank of America
22
Bank of America
North Carolina
$957K +$652K +37,886 +212%
GC
23
Guggenheim Capital
Illinois
$909K +$189 +11 +0%
Osaic Holdings
24
Osaic Holdings
Arizona
$894K +$651K +37,799 +265%
EGA
25
E&G Advisors
Texas
$772K -$8.81K -512 -1%
1
2 3 4

JPI Hedge Fund Activity: Q3 2023 in Review

68 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2023, worth a combined $94.3M — up 16% from $81.3M a quarter earlier.

Fund positioning in JPI was balanced in Q3 2023: 7 funds opened new positions, 7 closed out, 22 added to existing stakes and 22 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3M. The largest seller was Kingswood Wealth Advisors, exiting entirely with an estimated $492K sold.

  • 68 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $94.3M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2023, up 16% quarter-over-quarter.
  • 7 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2023 and 7 closed out, a net change of 0 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q3 2023 was Sit Investment Associates, an estimated $3M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2023 was Kingswood Wealth Advisors, an estimated $492K sold.

Based on aggregated 13F filings for Q3 2023.