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Nuveen Taxable Municipal Income Fund

81 hedge funds and large institutions have $207M invested in Nuveen Taxable Municipal Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

15% more capital invested

Capital invested by funds: $181M → $207M (+$26.6M)

3% more ownership

Funds ownership: 41%44% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 8281 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
29
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWMP
26
Noble Wealth Management PBC
Colorado
$752K +$12K +760 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$740K -$10.2K -647 -1%
OCM
28
Orleans Capital Management
Louisiana
$657K -$174K -11,000 -21%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$608K -$165K -10,470 -22%
ASN
30
Advisory Services Network
Georgia
$606K -$47.4K -3,000 -7%
TW
31
Transform Wealth
Colorado
$543K
IA
32
Intellus Advisors
Florida
$517K +$12.4K +787 +3%
Calamos Advisors
33
Calamos Advisors
Illinois
$512K -$20.2K -1,277 -4%
AC
34
Amitell Capital
Singapore
$501K
AWS
35
Atria Wealth Solutions
New York
$457K -$8.79K -556 -2%
CA
36
Cresta Advisors
Texas
$456K
FAG
37
Fortitude Advisory Group
Washington
$455K +$1.78K +113 +0.4%
GKWIM
38
Gerber Kawasaki Wealth & Investment Management
California
$448K +$84.7K +5,359 +24%
HKAM
39
Horizon Kinetics Asset Management
New York
$420K
GC
40
Guggenheim Capital
Illinois
$405K +$175K +11,048 +78%
HighTower Advisors
41
HighTower Advisors
Illinois
$333K -$571K -36,151 -64%
PVM
42
Palogic Value Management
Texas
$320K +$94.8K +6,000 +43%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$313K -$48.8K -3,090 -14%
CMMS
44
Comprehensive Money Management Services
Florida
$312K +$11.9K +750 +4%
FWM
45
Focused Wealth Management
New York
$290K +$964 +61 +0.3%
GP
46
Gridiron Partners
Pennsylvania
$288K
IWC
47
Integrated Wealth Concepts
Massachusetts
$288K +$19K +1,203 +7%
GVAG
48
Great Valley Advisor Group
Delaware
$269K
Stifel Financial
49
Stifel Financial
Missouri
$260K +$24K +1,520 +10%
USCWA
50
U.S. Capital Wealth Advisors
Texas
$258K