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Nuveen Quality Municipal Income Fund
NAD

244 hedge funds and large institutions have $880M invested in Nuveen Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 38 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 38

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

8% more capital invested

Capital invested by funds: $813M → $880M (+$67.5M)

5% more funds holding

Funds holding: 233 → 244 (+11)

1.81% less ownership

Funds ownership: 25.37% → 23.56% (-1.8%)

Holders
244
Holders Change
+11
Holders Change %
+4.72%
% of All Funds
4.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
36
Increased
92
Reduced
38
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$9.24M
2
UBS Group
UBS Group
Switzerland
+$8.83M
3
Morgan Stanley
Morgan Stanley
New York
+$5.61M
4
Bank of America
Bank of America
North Carolina
+$5.09M
5
SIA
Sit Investment Associates
Minnesota
+$4.6M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$44.6M
2
VCM
Vivaldi Capital Management
Illinois
-$3.49M
3
RVPG
Relative Value Partners Group
-$3.17M
4
1CP
1607 Capital Partners
Virginia
-$1.44M
5
DWM
Dakota Wealth Management
Florida
-$984K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.45M +$2.63K +169 +0.1%
CA
27
Cornerstone Advisory
Maryland
$4.32M +$4.2M +269,796 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$3.98M +$900K +57,898 +30%
Stifel Financial
29
Stifel Financial
Missouri
$3.89M +$12.7K +817 +0.3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.8M +$180K +11,567 +5%
COLIM
31
City of London Investment Management
United Kingdom
$3.79M -$485K -31,163 -12%
IWA
32
IBEX Wealth Advisors
New Jersey
$3.63M +$341K +21,920 +11%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.6M +$599K +38,505 +21%
6M
34
6 Meridian
Kansas
$3.43M -$99.9K -6,424 -3%
SC
35
Savant Capital
Illinois
$3.1M +$117K +7,500 +4%
LPL Financial
36
LPL Financial
California
$3.06M +$252K +16,226 +9%
SWM
37
Spire Wealth Management
Virginia
$3.04M +$2.38M +153,095 +429%
RJA
38
Raymond James & Associates
Florida
$3.02M +$189K +12,127 +7%
MSL
39
Mackay Shields LLC
New York
$3.02M +$2.93M +188,362 New
KAS
40
Kestra Advisory Services
Texas
$2.86M +$239K +15,365 +9%
HighTower Advisors
41
HighTower Advisors
Illinois
$2.83M +$1.9M +122,167 +225%
HKAM
42
Horizon Kinetics Asset Management
New York
$2.73M -$6.22K -400 -0.2%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.72M +$2.05M +132,091 +350%
Invesco
44
Invesco
Georgia
$2.65M +$183K +11,794 +8%
DWM
45
Dakota Wealth Management
Florida
$2.58M -$984K -63,263 -28%
WAOTB
46
Wealth Advisors of Tampa Bay
Florida
$2.22M +$50.8K +3,265 +2%
UR
47
USCA RIA
Texas
$2.22M +$219K +14,070 +11%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$2.17M +$427K +27,445 +25%
UCFA
49
United Capital Financial Advisors
Texas
$2.1M -$342 -22 -0%
VCM
50
Vivaldi Capital Management
Illinois
$2.1M -$3.49M -224,185 -63%
1
2
3 4 5

NAD Hedge Fund Activity: Q2 2021 in Review

244 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q2 2021, worth a combined $880M — up 8.3% from $813M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NAD positions and 24 closed out — a net gain of 12 holders — while 92 added to existing stakes and 38 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $9.24M. The largest seller was Karpus Investment Management, cutting an estimated $44.6M.

  • 244 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q2 2021, up from 233 in Q1 2021.
  • Funds reported $880M of Nuveen Quality Municipal Income Fund stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 36 funds opened new Nuveen Quality Municipal Income Fund positions in Q2 2021 and 24 closed out, a net change of +12 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q2 2021 was Bramshill Investments, an estimated $9.24M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q2 2021 was Karpus Investment Management, an estimated $44.6M sold.

Based on aggregated 13F filings for Q2 2021.