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Nuveen Quality Municipal Income Fund
NAD

249 hedge funds and large institutions have $826M invested in Nuveen Quality Municipal Income Fund in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 59

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

2% more funds holding

Funds holding: 244 → 249 (+5)

0.88% less ownership

Funds ownership: 23.56% → 22.68% (-0.88%)

6% less capital invested

Capital invested by funds: $880M → $826M (-$53.8M)

Holders
249
Holders Change
+5
Holders Change %
+2.05%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
25
Increased
74
Reduced
59
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$19.6M
2
PCM
Penserra Capital Management
California
+$5.23M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$4.71M
4
XF
XML Financial
Maryland
+$2.91M
5
UBS Group
UBS Group
Switzerland
+$2.74M

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$25.1M
2
Wells Fargo
Wells Fargo
California
-$13.8M
3
RCM
Rivernorth Capital Management
Florida
-$13.6M
4
KIM
Karpus Investment Management
New York
-$7.78M
5
RVPG
Relative Value Partners Group
-$5.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
76
Integrated Advisors Network
Texas
$780K +$243K +15,000 +43%
RIA
77
Realta Investment Advisors
Delaware
$773K – – –
CA
78
Cetera Advisors
Colorado
$729K +$173K +10,650 +30%
RVPG
79
Relative Value Partners Group
$727K -$5.42M -334,680 -88%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$722K -$70K -4,321 -9%
ACA
81
Ackerman Capital Advisors
Texas
$690K +$715K +44,155 New
MPCG
82
Matrix Private Capital Group
New York
$672K +$480K +29,600 +223%
MCM
83
Maryland Capital Management
Maryland
$649K – – –
CIAS
84
Capital Investment Advisory Services
North Carolina
$647K – – –
ACP
85
Aviance Capital Partners
Florida
$621K -$1.03M -63,681 -62%
HCM
86
Hollencrest Capital Management
California
$607K +$470 +29 +0.1%
RCA
87
Ranch Capital Advisors
Florida
$604K +$627K +38,678 New
MAFM
88
Mid Atlantic Financial Management
Pennsylvania
$554K +$29.3K +1,806 +5%
US Bancorp
89
US Bancorp
Minnesota
$545K -$3.68K -227 -0.6%
MML Investors Services
90
MML Investors Services
Massachusetts
$541K +$80.1K +4,944 +17%
MFG
91
Magnus Financial Group
New York
$517K – – –
CIA
92
Choate Investment Advisors
Massachusetts
$506K +$186K +11,500 +55%
CWP
93
CFM Wealth Partners
Texas
$499K – – –
PMG
94
ProVise Management Group
Florida
$492K +$7.87K +486 +2%
CAN
95
Cetera Advisor Networks
California
$487K +$26.1K +1,608 +5%
EW
96
Element Wealth
Mississippi
$479K +$1.57K +97 +0.3%
WS
97
Wedbush Securities
California
$474K +$3.97K +245 +0.8%
SFS
98
Sowell Financial Services
Arkansas
$465K +$956 +59 +0.2%
KWM
99
Kingsview Wealth Management
Oregon
$452K -$8.1K -500 -2%
SS
100
Sunbelt Securities
Texas
$451K – – –
2 3
4
5 6

NAD Hedge Fund Activity: Q3 2021 in Review

249 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2021, worth a combined $826M — down 6.1% from $880M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NAD positions and 16 closed out — a net gain of 9 holders — while 74 added to existing stakes and 59 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $19.6M. The largest seller was Parametric Portfolio Associates, cutting an estimated $25.1M.

  • 249 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2021, up from 244 in Q2 2021.
  • Funds reported $826M of Nuveen Quality Municipal Income Fund stock for Q3 2021, down 6.1% quarter-over-quarter.
  • 25 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2021 and 16 closed out, a net change of +9 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2021 was Citadel Advisors, an estimated $19.6M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2021 was Parametric Portfolio Associates, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2021.