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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

49 hedge funds and large institutions have $41.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
–
Holders Change %
0%
% 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
14
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.4M
2
SFS
2
Shaker Financial Services
Virginia
$689K
3
UBS Group
3
UBS Group
Switzerland
$3.14M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$580K
5
CRC
5
Curi RMB Capital
Illinois
$220K

Top Sellers

1
CA
1
Cornerstone Advisory
Maryland
$2.12M
2
KWA
2
Kingswood Wealth Advisors
California
$442K
3
SFA
3
Sequoia Financial Advisors
Ohio
$0
4
KPWS
4
Kestra Private Wealth Services
Texas
$0
5
Truist Financial
5
Truist Financial
North Carolina
$3.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
51
Sequoia Financial Advisors
Ohio
– -$208K -10,628 Closed
KPWS
52
Kestra Private Wealth Services
Texas
– -$201K -10,230 Closed
WA
53
WPG Advisers
Maryland
– -$666 -34 Closed
1 2
3