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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
SWM
176
SeaCrest Wealth Management
New York
$145K -$23.6K -1,892 -13%
MPCG
177
Matrix Private Capital Group
New York
$144K – – –
BHWM
178
Bar Harbor Wealth Management
New Hampshire
$143K – – –
PAS
179
Park Avenue Securities
New York
$142K -$5.5K -441 -3%
AAS
180
Ameritas Advisory Services
Nebraska
$141K +$599 +48 +0.4%
STA
181
Summit Trail Advisors
New York
$140K +$159K +12,708 New
KWS
182
Keystone Wealth Services
California
$139K – – –
Creative Planning
183
Creative Planning
Kansas
$136K -$329K -26,401 -68%
AWM
184
AE Wealth Management
Kansas
$136K – – –
GVAG
185
Great Valley Advisor Group
Delaware
$136K – – –
SIMG
186
Sonora Investment Management Group
Arizona
$135K – – –
Koshinski Asset Management
187
Koshinski Asset Management
Illinois
$132K +$661 +53 +0.4%
CFB
188
Cullen/Frost Bankers
Texas
$131K – – –
SF
189
Summit Financial
New Jersey
$130K – – –
HR
190
Hardy Reed
Mississippi
$128K – – –
TW
191
Transform Wealth
Colorado
$128K – – –
SCA
192
SMH Capital Advisors
Texas
$128K +$711 +57 +0.5%
KeyBank National Association
193
KeyBank National Association
Ohio
$127K – – –
KPWS
194
Kestra Private Wealth Services
Texas
$126K -$936 -75 -0.6%
Lido Advisors
195
Lido Advisors
California
$125K -$9.57K -767 -6%
MFG
196
MidWestOne Financial Group
Iowa
$122K – – –
NSIM
197
North Star Investment Management
Illinois
$121K – – –
SCM
198
Stordahl Capital Management
Colorado
$121K – – –
NA
199
Nottingham Advisors
New York
$118K – – –
DWM
200
Doyle Wealth Management
Florida
$117K – – –
6 7
8
9 10

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.