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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
WS
101
Wedbush Securities
California
$482K – – –
SFS
102
Sowell Financial Services
Arkansas
$476K -$44K -2,830 -9%
MML Investors Services
103
MML Investors Services
Massachusetts
$475K +$85.8K +5,518 +23%
CAN
104
Cetera Advisor Networks
California
$474K +$185K +11,927 +68%
KWM
105
Kingsview Wealth Management
Oregon
$473K – – –
WTC
106
WhitTier Trust Company
Nevada
$467K -$13.8K -888 -3%
RA
107
RFG Advisory
Alabama
$465K -$19.4K -1,250 -4%
WAAG
108
Wealth Alliance Advisory Group
Kansas
$452K +$439K +28,231 New
SS
109
Sunbelt Securities
Texas
$451K +$57.9K +3,724 +15%
BCM
110
Breiter Capital Management
Florida
$448K – – –
BAM
111
Belpointe Asset Management
Nevada
$425K +$23.6K +1,516 +6%
RFC
112
Regions Financial Corp
Alabama
$419K – – –
ARC
113
Advisor Resource Council
Texas
$408K +$396K +25,472 New
DI
114
Diligent Investors
California
$397K +$1.27K +82 +0.3%
WT
115
Whittier Trust
California
$390K -$140K -8,975 -27%
AAS
116
Avantax Advisory Services
Texas
$383K +$173K +11,098 +87%
DC
117
Davenport & Co
Virginia
$369K +$3.11K +200 +0.9%
PGFC
118
Peapack-Gladstone Financial Corp
New Jersey
$367K +$356K +22,903 New
FFA
119
Fragasso Financial Advisors
Pennsylvania
$356K +$346K +22,251 New
SCM
120
Stordahl Capital Management
Colorado
$353K – – –
QCIG
121
Quad-Cities Investment Group
Iowa
$350K +$2.32K +149 +0.7%
FIM
122
Fruth Investment Management
Texas
$349K – – –
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$337K – – –
CIA
124
Choate Investment Advisors
Massachusetts
$335K – – –
EWA
125
Exencial Wealth Advisors
Oklahoma
$318K +$309K +19,867 New
3 4
5
6 7

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.