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Nuveen Dynamic Municipal Opportunities Fund

46 hedge funds and large institutions have $89M invested in Nuveen Dynamic Municipal Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

35% more funds holding

Funds holding: 3446 (+12)

1.34% less ownership

Funds ownership: 14.96%13.62% (-1.3%)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

21% less capital invested

Capital invested by funds: $113M → $89M (-$24.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
46
Holders Change
+12
Holders Change %
+35.29%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
10
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$194K +$8.67K +745 +4%
RCM
27
Robinson Capital Management
Michigan
$181K +$185K +15,924 New
Creative Planning
28
Creative Planning
Kansas
$178K +$186K +16,000 New
OC
29
Oppenheimer & Co
New York
$175K +$183K +15,714 New
RJA
30
Raymond James & Associates
Florida
$172K +$51.2K +4,400 +40%
Truist Financial
31
Truist Financial
North Carolina
$167K -$11.6K -1,000 -6%
Nomura Holdings
32
Nomura Holdings
Japan
$167K +$175K +15,000 New
SA
33
SFI Advisors
New Jersey
$130K
PWA
34
Primoris Wealth Advisors
Florida
$122K
MHS
35
M Holdings Securities
Oregon
$113K
RPCA
36
Running Point Capital Advisors
California
$111K +$116K +10,000 New
PFS
37
Prospera Financial Services
Texas
$97K
AF
38
Allworth Financial
California
$59K +$1.14K +98 +2%
SWM
39
SeaCrest Wealth Management
New York
$37K +$38.4K +3,300 New
SPIA
40
Steward Partners Investment Advisory
New York
$27K
BTI
41
Blue Trust Inc
Georgia
$26K +$23.3K +2,000 New
CA
42
CoreCap Advisors
Michigan
$22K +$22.9K +1,971 New
VVP
43
Venture Visionary Partners
Ohio
$11.1K +$11.6K +1,000 New
IA
44
IFP Advisors
Florida
$8K
FIA
45
FNY Investment Advisers
New York
$6K
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$3K +$3.49K +300 New
JMPWA
47
JP Morgan Private Wealth Advisors
California
-$1.56M -119,206 Closed
CIAS
48
CFS Investment Advisory Services
New Jersey
-$3K -43,709 Closed
DWM
49
Doyle Wealth Management
Florida
-$131K -10,000 Closed
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
-$12K -930 Closed

NDMO Hedge Fund Activity: Q2 2022 in Review

46 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) for Q2 2022, worth a combined $89M — down 21% from $113M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NDMO positions and 4 closed out — a net gain of 12 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.64M. The largest seller was Rivernorth Capital Management, cutting an estimated $22.3M.

  • 46 institutional investors held Nuveen Dynamic Municipal Opportunities Fund (NDMO) as of Q2 2022, up from 34 in Q1 2022.
  • Funds reported $89M of Nuveen Dynamic Municipal Opportunities Fund stock for Q2 2022, down 21% quarter-over-quarter.
  • 16 funds opened new Nuveen Dynamic Municipal Opportunities Fund positions in Q2 2022 and 4 closed out, a net change of +12 holders.
  • The largest Nuveen Dynamic Municipal Opportunities Fund buyer in Q2 2022 was Morgan Stanley, an estimated $6.64M added.
  • The largest Nuveen Dynamic Municipal Opportunities Fund seller in Q2 2022 was Rivernorth Capital Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2022.