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Nuveen Quality Municipal Income Fund
NAD

261 hedge funds and large institutions have $583M invested in Nuveen Quality Municipal Income Fund in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 65

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

1% more funds holding

Funds holding: 259 → 261 (+2)

0.36% less ownership

Funds ownership: 23.06% → 22.71% (-0.36%)

13% less capital invested

Capital invested by funds: $671M → $583M (-$88.6M)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
261
Holders Change
+2
Holders Change %
+0.77%
% of All Funds
4.5%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
30
Increased
78
Reduced
65
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MGAM
McGowan Group Asset Management
Texas
+$5.46M
2
Deutsche Bank
Deutsche Bank
Germany
+$4.99M
3
SIA
Sit Investment Associates
Minnesota
+$4.78M
4
Bank of America
Bank of America
North Carolina
+$3.93M
5
XF
XML Financial
Maryland
+$3.55M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$28.1M
2
BI
Bramshill Investments
Florida
-$8.26M
3
UBS Group
UBS Group
Switzerland
-$4.88M
4
Morgan Stanley
Morgan Stanley
New York
-$2.96M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
26
Congress Park Capital
New York
$3.49M +$156K +12,500 +4%
Allianz Asset Management
27
Allianz Asset Management
Germany
$3.31M – – –
Stifel Financial
28
Stifel Financial
Missouri
$3.18M -$348K -27,875 -9%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.14M +$761K +60,981 +27%
XF
30
XML Financial
Maryland
$3.13M +$3.55M +284,883 New
1W
31
1776 Wealth
Georgia
$3.13M -$4.99K -400 -0.1%
Cohen & Steers
32
Cohen & Steers
New York
$3.04M -$356K -28,517 -9%
HighTower Advisors
33
HighTower Advisors
Illinois
$2.97M +$227K +18,179 +7%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$2.95M -$171K -13,733 -5%
COLIM
35
City of London Investment Management
United Kingdom
$2.89M +$406K +32,555 +14%
CA
36
Cornerstone Advisory
Maryland
$2.63M +$20.5K +1,644 +0.7%
CAN
37
Cetera Advisor Networks
California
$2.54M +$4.65K +373 +0.2%
BAM
38
Belpointe Asset Management
Nevada
$2.42M -$1.4M -112,233 -34%
KAS
39
Kestra Advisory Services
Texas
$2.4M +$143K +11,455 +6%
JWA
40
JFS Wealth Advisors
Pennsylvania
$2.28M +$2.48M +198,711 +2,415%
Invesco
41
Invesco
Georgia
$2.2M -$244K -19,590 -9%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$2.16M -$74.6K -5,981 -3%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.14M -$1.98K -159 -0.1%
IA
44
IFP Advisors
Florida
$2.12M +$310K +24,885 +19%
ASN
45
Advisory Services Network
Georgia
$2.11M +$477K +38,270 +25%
MSL
46
Mackay Shields LLC
New York
$2.07M – – –
USCWA
47
U.S. Capital Wealth Advisors
Texas
$2.06M +$228K +18,266 +11%
MA
48
Mutual Advisors
Nebraska
$2M +$214K +17,127 +10%
SC
49
Savant Capital
Illinois
$1.99M – – –
IWA
50
IBEX Wealth Advisors
New Jersey
$1.95M -$109K -8,768 -5%
1
2
3 4 5

NAD Hedge Fund Activity: Q3 2022 in Review

261 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2022, worth a combined $583M — down 13% from $671M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NAD positions and 26 closed out — a net gain of 4 holders — while 78 added to existing stakes and 65 trimmed.

The largest buyer was McGowan Group Asset Management, adding an estimated $5.46M. The largest seller was Rivernorth Capital Management, cutting an estimated $28.1M.

  • 261 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2022, up from 259 in Q2 2022.
  • Funds reported $583M of Nuveen Quality Municipal Income Fund stock for Q3 2022, down 13% quarter-over-quarter.
  • 30 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2022 and 26 closed out, a net change of +4 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2022 was McGowan Group Asset Management, an estimated $5.46M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2022 was Rivernorth Capital Management, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2022.