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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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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
15
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.38M
2
SFS
Shaker Financial Services
Virginia
+$396K
3
UBS Group
UBS Group
Switzerland
+$312K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$294K
5
CRC
Curi RMB Capital
Illinois
+$222K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
-$1.83M
2
KWA
Kingswood Wealth Advisors
California
-$510K
3
SFA
Sequoia Financial Advisors
Ohio
-$208K
4
KPWS
Kestra Private Wealth Services
Texas
-$201K
5
Truist Financial
Truist Financial
North Carolina
-$198K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
Smith Asset Management
Florida
$4.87M -$60.7K -3,046 -1%
UBS Group
2
UBS Group
Switzerland
$3.14M +$312K +15,649 +11%
Truist Financial
3
Truist Financial
North Carolina
$3.01M -$198K -9,923 -6%
Wells Fargo
4
Wells Fargo
California
$2.87M +$190K +9,512 +7%
Morgan Stanley
5
Morgan Stanley
New York
$2.72M -$121K -6,085 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.66M +$42K +2,107 +2%
Bank of America
7
Bank of America
North Carolina
$2.4M +$1.38M +69,146 +131%
CA
8
Cornerstone Advisory
Maryland
$2.12M -$1.83M -91,677 -47%
Raymond James Financial
9
Raymond James Financial
Florida
$2.01M -$93.5K -4,689 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.01M +$7.88K +395 +0.4%
LPL Financial
11
LPL Financial
California
$1.98M -$23.2K -1,164 -1%
CPIG
12
Chicago Partners Investment Group
Illinois
$1.64M -$20K -1,005 -1%
Ameriprise
13
Ameriprise
Minnesota
$820K -$25.7K -1,287 -3%
Stifel Financial
14
Stifel Financial
Missouri
$802K -$62.3K -3,124 -7%
SA
15
Sanctuary Advisors
Indiana
$743K +$1.87K +94 +0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
$730K +$18.6K +935 +3%
EAM
17
Everstar Asset Management
North Carolina
$721K – – –
SFS
18
Shaker Financial Services
Virginia
$689K +$396K +19,859 +134%
EGA
19
E&G Advisors
Texas
$643K -$5.98K -300 -0.9%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$580K +$294K +14,760 +100%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$570K +$132K +6,605 +30%
Lido Advisors
22
Lido Advisors
California
$452K – – –
KWA
23
Kingswood Wealth Advisors
California
$442K -$510K -25,570 -53%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$308K -$22.3K -1,117 -7%
PWA
25
Physician Wealth Advisors
Utah
$306K – – –
1
2 3

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.