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Nuveen California Quality Municipal Income Fund

116 hedge funds and large institutions have $249M invested in Nuveen California Quality Municipal Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $287M → $249M (-$38.1M)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Atala Financial
California
$1.58M
OIA
27
OneDigital Investment Advisors
Kansas
$1.49M
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.41M
SEP
29
Southland Equity Partners
Missouri
$1.38M
Ameriprise
30
Ameriprise
Minnesota
$1.28M
WT
31
Whittier Trust
California
$1.21M
WS
32
Wedbush Securities
California
$944K
Corient Private Wealth
33
Corient Private Wealth
Florida
$848K
PWSG
34
Pacific Wealth Strategies Group
California
$844K
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$831K
PCIA
36
Prime Capital Investment Advisors
Kansas
$829K
RC
37
Rareview Capital
Nevada
$806K
Stifel Financial
38
Stifel Financial
Missouri
$803K
NA
39
NewEdge Advisors
Louisiana
$788K
Creative Planning
40
Creative Planning
Kansas
$773K
FFA
41
First Foundation Advisors
California
$765K
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$712K
Fisher Asset Management
43
Fisher Asset Management
Washington
$686K
NIWA
44
New Insight Wealth Advisors
California
$673K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$670K
MA
46
Mutual Advisors
Nebraska
$660K
DWM
47
Dakota Wealth Management
Florida
$642K
Osaic Holdings
48
Osaic Holdings
Arizona
$620K
HCM
49
Hollencrest Capital Management
California
$619K
MWM
50
Melfa Wealth Management
Massachusetts
$602K