We are live on ! Find out more
JPI

Nuveen Preferred Securities & Income Opportunities Fund
JPI

Delisted

JPI was delisted on the 19th of September, 2025.

Back to rankings

1 hedge funds and large institutions have $682K invested in Nuveen Preferred Securities & Income Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.13% less ownership

Funds ownership: 11.28% → 0.15% (-11%)

98% less funds holding

Funds holding: 53 → 1 (-52)

99% less capital invested

Capital invested by funds: $53.4M → $682K (-$52.7M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 52

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-52
Holders Change %
-98.11%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
MOS
MGO One Seven
Ohio
-$7.84M
2
Morgan Stanley
Morgan Stanley
New York
-$5.26M
3
SAM
Smith Asset Management
Florida
-$5.03M
4
Truist Financial
Truist Financial
North Carolina
-$4.53M
5
Wells Fargo
Wells Fargo
California
-$3.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$682K -$57.1K -2,791 -8%
HNB
2
Huntington National Bank
Ohio
$21 – – –
MOS
3
MGO One Seven
Ohio
– -$7.84M -376,929 Closed
Morgan Stanley
4
Morgan Stanley
New York
– -$5.26M -252,821 Closed
SAM
5
Smith Asset Management
Florida
– -$5.03M -241,976 Closed
Truist Financial
6
Truist Financial
North Carolina
– -$4.53M -217,961 Closed
Wells Fargo
7
Wells Fargo
California
– -$3.03M -145,686 Closed
Bank of America
8
Bank of America
North Carolina
– -$2.85M -137,013 Closed
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
– -$2.68M -129,067 Closed
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
– -$2.67M -128,390 Closed
Raymond James Financial
11
Raymond James Financial
Florida
– -$2.08M -100,031 Closed
LPL Financial
12
LPL Financial
California
– -$1.99M -95,622 Closed
UBS Group
13
UBS Group
Switzerland
– -$1.87M -90,037 Closed
CPIG
14
Chicago Partners Investment Group
Illinois
– -$1.67M -82,150 Closed
CA
15
Cornerstone Advisory
Maryland
– -$1.55M -74,595 Closed
Ameriprise
16
Ameriprise
Minnesota
– -$959K -46,108 Closed
Stifel Financial
17
Stifel Financial
Missouri
– -$792K -38,100 Closed
SA
18
Sanctuary Advisors
Indiana
– -$785K -37,724 Closed
EAM
19
Everstar Asset Management
North Carolina
– -$700K -33,641 Closed
EGA
20
E&G Advisors
Texas
– -$659K -31,677 Closed
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
– -$617K -29,644 Closed
Lido Advisors
22
Lido Advisors
California
– -$478K -22,795 Closed
KWA
23
Kingswood Wealth Advisors
California
– -$461K -22,185 Closed
PWA
24
Physician Wealth Advisors
Utah
– -$323K -15,539 Closed
WAP
25
Wealthcare Advisory Partners
Pennsylvania
– -$323K -15,520 Closed
1
2 3

JPI Hedge Fund Activity: Q3 2025 in Review

1 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q3 2025, worth a combined $682K — down 99% from $53.4M a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of JPI and 0 opened new positions — a net loss of 52 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was MGO One Seven, exiting entirely with an estimated $7.84M sold.

  • 1 institutional investor held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q3 2025, down from 53 in Q2 2025.
  • Funds reported $682K of Nuveen Preferred Securities & Income Opportunities Fund stock for Q3 2025, down 99% quarter-over-quarter.
  • 0 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q3 2025 and 52 closed out, a net change of -52 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q3 2025 was MGO One Seven, an estimated $7.84M sold.

Based on aggregated 13F filings for Q3 2025.