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Nuveen Dynamic Municipal Opportunities Fund

48 hedge funds and large institutions have $63.6M invested in Nuveen Dynamic Municipal Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-7
Holders Change %
-12.73%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
9
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$184K +$12.2K +1,155 +7%
Creative Planning
27
Creative Planning
Kansas
$177K
MAG
28
MRA Advisory Group
New Jersey
$177K +$177K +16,741 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$160K +$160K +15,176 New
HKIM
30
Hayek Kallen Investment Management
Alabama
$155K -$35.2K -3,333 -19%
VF
31
Virtu Financial
New York
$136K +$136K +12,882 New
Truist Financial
32
Truist Financial
North Carolina
$127K
Goldman Sachs
33
Goldman Sachs
New York
$121K -$126K -11,959 -51%
VAG
34
VisionPoint Advisory Group
Texas
$121K
RJFSA
35
Raymond James Financial Services Advisors
Florida
$119K -$21.1K -1,995 -15%
PWA
36
Primoris Wealth Advisors
Florida
$116K
MHS
37
M Holdings Securities
Oregon
$108K
Charles Schwab
38
Charles Schwab
California
$106K +$106K +10,000 New
ASN
39
Advisory Services Network
Georgia
$76.9K +$159 +15 +0.2%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$70.5K
AF
41
Allworth Financial
California
$59.9K +$814 +77 +1%
SPIA
42
Steward Partners Investment Advisory
New York
$50.1K
CTC
43
Central Trust Company
Missouri
$21.1K +$21.1K +2,000 New
BTI
44
Blue Trust Inc
Georgia
$20K
WAM
45
Worth Asset Management
Texas
$11.7K
DI
46
Disciplined Investments
Oklahoma
$7.85K
FIA
47
FNY Investment Advisers
New York
$6K +$6K +600 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$307 +$60 +5,670 +24%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$1 -$1
LSC
50
Logan Stone Capital
Illinois
-$1.89M -189,730 Closed