NAC icon

Nuveen California Quality Municipal Income Fund

117 hedge funds and large institutions have $222M invested in Nuveen California Quality Municipal Income Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
Creative Planning
76
Creative Planning
Kansas
$214K
FAT
77
First American Trust
California
$212K
PFA
78
Pure Financial Advisors
California
$203K
Citadel Advisors
79
Citadel Advisors
Florida
$197K
AAS
80
Ameritas Advisory Services
Nebraska
$191K
GKWIM
81
Gerber Kawasaki Wealth & Investment Management
California
$179K
RCM
82
RB Capital Management
Nevada
$176K
PWM
83
Perigon Wealth Management
California
$169K
WWM
84
Western Wealth Management
Colorado
$168K
GIM
85
Grassi Investment Management
California
$168K
CIA
86
Choate Investment Advisors
Massachusetts
$168K
BWMG
87
Barnes Wealth Management Group
California
$167K
NAS
88
NWF Advisory Services
California
$162K
PA
89
Parallel Advisors
California
$154K
MFIM
90
Mesirow Financial Investment Management
Illinois
$151K
CW
91
CreativeOne Wealth
Kansas
$151K
IC
92
IEQ Capital
California
$148K
EE
93
EWG Elevate
California
$135K
AAS
94
Avantax Advisory Services
Texas
$134K
KAS
95
Kestra Advisory Services
Texas
$126K
VF
96
Virtu Financial
New York
$124K
PIA
97
Perennial Investment Advisors
California
$123K
FA
98
Fermata Advisors
California
$122K
RTC
99
Riverview Trust Company
Washington
$119K
SA
100
Strategic Advocates
Utah
$116K