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Nuveen Dynamic Municipal Opportunities Fund

59 hedge funds and large institutions have $67.5M invested in Nuveen Dynamic Municipal Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

4% more funds holding

Funds holding: 5759 (+2)

4% more capital invested

Capital invested by funds: $65M → $67.5M (+$2.5M)

0.47% more ownership

Funds ownership: 10.03%10.5% (+0.47%)

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
26
MRA Advisory Group
New Jersey
$299K +$2.73K +253 +0.9%
WI
27
Wintrust Investments
Illinois
$265K +$33.3K +3,082 +14%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$260K +$20.9K +1,938 +9%
AWM
29
Apollon Wealth Management
South Carolina
$251K
KAS
30
Kestra Advisory Services
Texas
$193K +$2.93K +271 +2%
WFA
31
WMG Financial Advisors
Tennessee
$191K +$191K +17,650 New
Walleye Capital
32
Walleye Capital
New York
$189K +$189K +17,485 New
SPP
33
Single Point Partners
Massachusetts
$184K
RSA
34
River Street Advisors
Illinois
$183K
SC
35
Sykon Capital
New York
$176K +$54K +5,000 +44%
BBWP
36
Beacon Bridge Wealth Partners
Pennsylvania
$157K -$66.3K -6,132 -30%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$156K
Nomura Holdings
38
Nomura Holdings
Japan
$154K
MWM
39
Melfa Wealth Management
Massachusetts
$152K +$303 +28 +0.2%
AGA
40
Arkos Global Advisors
Texas
$151K
NA
41
NewEdge Advisors
Louisiana
$142K -$34.5K -3,195 -20%
JSW
42
Journey Strategic Wealth
New Jersey
$127K +$128K +11,800 New
HH
43
Hilltop Holdings
Texas
$123K +$123K +11,400 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$117K
OC
45
Oppenheimer & Co
New York
$111K -$64.1K -5,932 -37%
MC
46
Moors & Cabot
Massachusetts
$108K -$216K -20,000 -67%
Comerica Bank
47
Comerica Bank
Texas
$96.9K
VAG
48
VisionPoint Advisory Group
Texas
$62.1K
SPIA
49
Steward Partners Investment Advisory
New York
$48.5K -$1.23K -114 -2%
EWA
50
EverSource Wealth Advisors
Alabama
$43.3K +$43.2K +4,000 New

NDMO Hedge Fund Activity: Q2 2024 in Review

59 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) for Q2 2024, worth a combined $67.5M — up 3.8% from $65M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NDMO positions and 6 closed out — a net gain of 3 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.24M. The largest seller was Morgan Stanley, cutting an estimated $882K.

  • 59 institutional investors held Nuveen Dynamic Municipal Opportunities Fund (NDMO) as of Q2 2024, up from 57 in Q1 2024.
  • Funds reported $67.5M of Nuveen Dynamic Municipal Opportunities Fund stock for Q2 2024, up 3.8% quarter-over-quarter.
  • 9 funds opened new Nuveen Dynamic Municipal Opportunities Fund positions in Q2 2024 and 6 closed out, a net change of +3 holders.
  • The largest Nuveen Dynamic Municipal Opportunities Fund buyer in Q2 2024 was Wells Fargo, an estimated $1.24M added.
  • The largest Nuveen Dynamic Municipal Opportunities Fund seller in Q2 2024 was Morgan Stanley, an estimated $882K sold.

Based on aggregated 13F filings for Q2 2024.