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Nuveen Quality Municipal Income Fund

253 hedge funds and large institutions have $735M invested in Nuveen Quality Municipal Income Fund in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 83 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 65

5% more capital invested

Capital invested by funds: $700M → $735M (+$35.2M)

1.72% more ownership

Funds ownership: 26.21%27.93% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less funds holding

Funds holding: 256253 (-3)

Holders
253
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
3.97%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
18
Increased
83
Reduced
65
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
251
SOA Wealth Advisors
New York
$4.43K
FHA
252
First Horizon Advisors
Tennessee
$3.35K
CAL
253
Capital Analysts LLC
Pennsylvania
$2K
DSC
254
Duncker Streett & Co
Missouri
$1.13K
SMC
255
Smith, Moore & Co
Missouri
-$872K -75,627 Closed
Walleye Capital
256
Walleye Capital
New York
-$534K -46,285 Closed
FAIM
257
Financial Advocates Investment Management
Washington
-$378K -32,793 Closed
SCM
258
Stordahl Capital Management
Colorado
-$255K -22,077 Closed
Creative Planning
259
Creative Planning
Kansas
-$217K -18,827 Closed
CPIG
260
Chicago Partners Investment Group
Illinois
-$178K -15,656 Closed
ATC
261
Argent Trust Co
Tennessee
-$165K -14,350 Closed
SWM
262
SeaCrest Wealth Management
New York
-$153K -13,295 Closed
JP Morgan Chase
263
JP Morgan Chase
New York
-$148K -12,838 Closed
AAS
264
Ameritas Advisory Services
Nebraska
-$140K -12,246 Closed
HR
265
Hardy Reed
Mississippi
-$134K -11,664 Closed
ECM
266
Evergreen Capital Management
Washington
-$131K -11,342 Closed
NA
267
Nottingham Advisors
New York
-$124K -10,750 Closed
NFG
268
Nations Financial Group
Iowa
-$124K -10,733 Closed
AIM
269
Arcadia Investment Management
Michigan
-$84.6K -7,335 Closed
BWA
270
BDO Wealth Advisors
Florida
-$31.8K -2,758 Closed
CIA
271
Cape Investment Advisory
Georgia
-$25.8K -2,238 Closed
PMFA
272
Plante Moran Financial Advisors
Michigan
-$11.5K -1,000 Closed

NAD Hedge Fund Activity: Q2 2023 in Review

253 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q2 2023, worth a combined $735M — up 5% from $700M a quarter earlier.

Fund positioning in NAD was balanced in Q2 2023: 18 funds opened new positions, 18 closed out, 83 added to existing stakes and 65 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $33.1M. The largest seller was Guggenheim Capital, cutting an estimated $15.7M.

  • 253 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q2 2023, down from 256 in Q1 2023.
  • Funds reported $735M of Nuveen Quality Municipal Income Fund stock for Q2 2023, up 5% quarter-over-quarter.
  • 18 funds opened new Nuveen Quality Municipal Income Fund positions in Q2 2023 and 18 closed out, a net change of 0 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q2 2023 was Karpus Investment Management, an estimated $33.1M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q2 2023 was Guggenheim Capital, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2023.