NAC icon

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
VHAM
51
Van Hulzen Asset Management
California
$573K
OIM
52
Oder Investment Management
California
$566K
KPWS
53
Kestra Private Wealth Services
Texas
$566K
RF
54
RHS Financial
California
$562K
Cerity Partners
55
Cerity Partners
New York
$560K
AWS
56
Atria Wealth Solutions
New York
$544K
HighTower Advisors
57
HighTower Advisors
Illinois
$539K
DADC
58
D.A. Davidson & Co
Montana
$520K
EHC
59
Everett Harris & Co
California
$517K
AA
60
Apriem Advisors
California
$493K
NL
61
NWAM LLC
Washington
$485K
BCWM
62
Bartlett & Co Wealth Management
Ohio
$461K
CFG
63
Cooper Financial Group
California
$454K
IAIM
64
International Assets Investment Management
Florida
$423K
IWC
65
Integrated Wealth Concepts
Massachusetts
$400K
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$390K
CWP
67
Core Wealth Partners
California
$377K
SFS
68
Sowell Financial Services
Arkansas
$347K
OC
69
Oppenheimer & Co
New York
$325K
NW
70
NewEdge Wealth
Pennsylvania
$305K
Jane Street
71
Jane Street
New York
$300K
CRWM
72
Castle Rock Wealth Management
California
$275K
SCA
73
Snowden Capital Advisors
New York
$272K
MA
74
MKT Advisors
California
$250K
FFA
75
Farther Finance Advisors
California
$246K