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Nuveen Quality Municipal Income Fund

285 hedge funds and large institutions have $909M invested in Nuveen Quality Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 108 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 64

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

3% more funds holding

Funds holding: 276285 (+9)

3.95% less ownership

Funds ownership: 35.37%31.41% (-4%)

7% less capital invested

Capital invested by funds: $974M → $909M (-$65M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
285
Holders Change
+9
Holders Change %
+3.26%
% of All Funds
4.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
35
Increased
108
Reduced
64
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
76
U.S. Capital Wealth Advisors
Texas
$1.19M -$15.4K -1,285 -1%
CL
77
Choreo LLC
Illinois
$1.18M -$107K -8,937 -9%
RP
78
Riverbridge Partners
Minnesota
$1.17M +$21.9K +1,828 +2%
KA
79
Kercheville Advisors
Texas
$1.12M +$900K +75,000 +486%
SWP
80
Stratos Wealth Partners
Ohio
$1.01M +$42.4K +3,528 +5%
Mariner
81
Mariner
Kansas
$980K -$137K -11,375 -13%
CGA
82
Crescent Grove Advisors
Illinois
$940K -$40.6K -3,380 -4%
BCG
83
Breakwater Capital Group
New Jersey
$927K +$153K +12,762 +21%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$909K +$244K +20,320 +38%
SWA
85
Stratos Wealth Advisors
Ohio
$902K +$322K +26,812 +58%
OC
86
Oppenheimer & Co
New York
$900K +$69.2K +5,766 +9%
ASN
87
Advisory Services Network
Georgia
$889K
AIA
88
Absolute Investment Advisers
Florida
$811K +$786K +65,500 New
SPIA
89
Steward Partners Investment Advisory
New York
$795K +$67.3K +5,603 +10%
SMC
90
Smith, Moore & Co
Missouri
$792K +$306K +25,498 +66%
GWMR
91
GC Wealth Management RIA
Massachusetts
$780K +$279K +23,267 +59%
GM
92
GeoWealth Management
Illinois
$780K +$279K +23,267 +59%
Bank of New York Mellon
93
Bank of New York Mellon
New York
$778K +$12.8K +1,070 +2%
WANY
94
Wealthspire Advisors (New York)
New York
$762K +$6.17K +514 +0.8%
CIA
95
Concurrent Investment Advisors
Florida
$730K +$164K +13,676 +30%
CC
96
Centiva Capital
New York
$713K +$691K +57,593 New
BWM
97
BNC Wealth Management
Oregon
$700K +$10.2K +850 +2%
OIA
98
OneDigital Investment Advisors
Kansas
$672K +$76.4K +6,367 +13%
MCA
99
MSH Capital Advisors
Arizona
$645K +$242K +20,191 +63%
CA
100
Claro Advisors
Massachusetts
$642K

NAD Hedge Fund Activity: Q3 2024 in Review

285 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen Quality Municipal Income Fund (NAD) for Q3 2024, worth a combined $909M — down 6.7% from $974M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NAD positions and 24 closed out — a net gain of 11 holders — while 108 added to existing stakes and 64 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $15.4M. The largest seller was Karpus Investment Management, cutting an estimated $65.7M.

  • 285 institutional investors held Nuveen Quality Municipal Income Fund (NAD) as of Q3 2024, up from 276 in Q2 2024.
  • Funds reported $909M of Nuveen Quality Municipal Income Fund stock for Q3 2024, down 6.7% quarter-over-quarter.
  • 35 funds opened new Nuveen Quality Municipal Income Fund positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest Nuveen Quality Municipal Income Fund buyer in Q3 2024 was Bramshill Investments, an estimated $15.4M added.
  • The largest Nuveen Quality Municipal Income Fund seller in Q3 2024 was Karpus Investment Management, an estimated $65.7M sold.

Based on aggregated 13F filings for Q3 2024.