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Nuveen Dynamic Municipal Opportunities Fund
NDMO

79 hedge funds and large institutions have $88.6M invested in Nuveen Dynamic Municipal Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 15

1.3% less ownership

Funds ownership: 15.8% → 14.5% (-1.3%)

6% less capital invested

Capital invested by funds: $94.3M → $88.6M (-$5.72M)

8% less funds holding

Funds holding: 86 → 79 (-7)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
79
Holders Change
-7
Holders Change %
-8.14%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
32
Reduced
15
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.55M
2
Wells Fargo
Wells Fargo
California
+$775K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$763K
4
NS
NBC Securities
Alabama
+$390K
5
LPL Financial
LPL Financial
California
+$384K

Top Sellers

Rank Fund Capital Flow
1
NMC
Nine Masts Capital
Hong Kong
-$4.28M
2
RCM
Rivernorth Capital Management
Florida
-$4.01M
3
RAM
Readystate Asset Management
Illinois
-$730K
4
LSC
Logan Stone Capital
Illinois
-$702K
5
VanEck Associates
VanEck Associates
New York
-$700K
Name Holding Trade Value Shares
Change 		Change in
Stake
BSTWA
26
Blake Schutter Theil Wealth Advisors
Ohio
$633K +$266K +25,598 +71%
PWA
27
Primoris Wealth Advisors
Florida
$611K -$35.9K -3,460 -5%
Cohen & Steers
28
Cohen & Steers
New York
$605K +$145K +14,000 +31%
PI
29
PFG Investments
New York
$581K +$633 +61 +0.1%
LA
30
LM Advisors
California
$520K -$20.8K -2,000 -4%
AAS
31
Avantax Advisory Services
Texas
$488K +$93.7K +9,034 +23%
Osaic Holdings
32
Osaic Holdings
Arizona
$426K +$200K +19,316 +87%
NS
33
NBC Securities
Alabama
$385K +$390K +37,565 +104,347%
SG
34
StoneX Group
New York
$370K +$23.8K +2,293 +7%
Mariner
35
Mariner
Kansas
$302K -$4.98K -480 -2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$297K – – –
AWM
37
Apollon Wealth Management
South Carolina
$293K – – –
MOS
38
MGO One Seven
Ohio
$258K – – –
ACM
39
Arlington Capital Management
Illinois
$255K +$37K +3,569 +17%
TSMHT
40
Thurston Springer Miller Herd & Titak
Indiana
$237K +$2.78K +268 +1%
RAM
41
Readystate Asset Management
Illinois
$229K -$730K -70,396 -76%
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$206K +$34.9K +3,362 +20%
AFG
43
Atomi Financial Group
New York
$201K -$44.7K -4,306 -18%
CCG
44
Catalina Capital Group
California
$188K – – –
RSA
45
River Street Advisors
Illinois
$174K – – –
SXL
46
Summit X LLC
Missouri
$174K +$176K +16,970 New
WANY
47
Wealthspire Advisors (New York)
New York
$165K +$167K +16,100 New
SI
48
Stephens Inc
Arkansas
$160K – – –
OC
49
Oppenheimer & Co
New York
$153K +$21.4K +2,067 +16%
MAS
50
MPWM Advisory Solutions
Georgia
$151K +$1.7K +164 +1%
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NDMO Hedge Fund Activity: Q1 2025 in Review

79 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) for Q1 2025, worth a combined $88.6M — down 6.1% from $94.3M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NDMO and 7 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 32 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.55M. The largest seller was Nine Masts Capital, exiting entirely with an estimated $4.28M sold.

  • 79 institutional investors held Nuveen Dynamic Municipal Opportunities Fund (NDMO) as of Q1 2025, down from 86 in Q4 2024.
  • Funds reported $88.6M of Nuveen Dynamic Municipal Opportunities Fund stock for Q1 2025, down 6.1% quarter-over-quarter.
  • 7 funds opened new Nuveen Dynamic Municipal Opportunities Fund positions in Q1 2025 and 13 closed out, a net change of -6 holders.
  • The largest Nuveen Dynamic Municipal Opportunities Fund buyer in Q1 2025 was Guggenheim Capital, an estimated $1.55M added.
  • The largest Nuveen Dynamic Municipal Opportunities Fund seller in Q1 2025 was Nine Masts Capital, an estimated $4.28M sold.

Based on aggregated 13F filings for Q1 2025.