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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
JWCA
76
J.W. Cole Advisors
Florida
$242K
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$240K
FAT
78
First American Trust
California
$214K
PFA
79
Pure Financial Advisors
California
$205K
AAS
80
Avantax Advisory Services
Texas
$195K
AAS
81
Ameritas Advisory Services
Nebraska
$192K
PWM
82
Perigon Wealth Management
California
$186K
RCM
83
RB Capital Management
Nevada
$175K
WWM
84
Western Wealth Management
Colorado
$169K
GIM
85
Grassi Investment Management
California
$169K
CIA
86
Choate Investment Advisors
Massachusetts
$169K
BWMG
87
Barnes Wealth Management Group
California
$168K
IC
88
IEQ Capital
California
$161K
PA
89
Parallel Advisors
California
$155K
IP
90
Intellectus Partners
California
$153K
EWA
91
EP Wealth Advisors
California
$131K
VF
92
Virtu Financial
New York
$129K
MFIM
93
Mesirow Financial Investment Management
Illinois
$127K
PIA
94
Perennial Investment Advisors
California
$124K
FA
95
Fermata Advisors
California
$123K
CW
96
CreativeOne Wealth
Kansas
$121K
RTC
97
Riverview Trust Company
Washington
$119K
SA
98
Strategic Advocates
Utah
$117K
NBWM
99
North Berkeley Wealth Management
California
$114K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$113K