We are live on ! Find out more
NDMO icon

Nuveen Dynamic Municipal Opportunities Fund

86 hedge funds and large institutions have $94.3M invested in Nuveen Dynamic Municipal Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

37% more funds holding

Funds holding: 6386 (+23)

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

17% more capital invested

Capital invested by funds: $80.7M → $94.3M (+$13.6M)

3.61% more ownership

Funds ownership: 12.19%15.8% (+3.6%)

Holders
86
Holders Change
+23
Holders Change %
+36.51%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
22
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
51
MRA Advisory Group
New Jersey
$200K -$83.8K -7,828 -28%
Walleye Capital
52
Walleye Capital
New York
$192K +$91.6K +8,556 +81%
CW
53
CreativeOne Wealth
Kansas
$188K +$201K +18,800 New
CCG
54
Catalina Capital Group
California
$184K +$196K +18,334 New
RSA
55
River Street Advisors
Illinois
$170K
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$167K +$179K +16,678 New
SI
57
Stephens Inc
Arkansas
$156K +$167K +15,554 New
Jane Street
58
Jane Street
New York
$155K +$165K +15,421 New
MAS
59
MPWM Advisory Solutions
Georgia
$146K +$155K +14,522 New
HT
60
Heritage Trust
Oklahoma
$140K +$150K +14,000 New
AGA
61
Arkos Global Advisors
Texas
$140K
JSW
62
Journey Strategic Wealth
New Jersey
$138K +$148K +13,800 New
OC
63
Oppenheimer & Co
New York
$129K +$138K +12,850 New
SIMG
64
Sonora Investment Management Group
Arizona
$126K +$135K +12,570 New
MC
65
Moors & Cabot
Massachusetts
$123K +$24.1K +2,250 +23%
NW
66
NewEdge Wealth
Pennsylvania
$121K -$213K -19,883 -62%
SC
67
Sykon Capital
New York
$113K
WFA
68
WMG Financial Advisors
Tennessee
$111K -$81.4K -7,600 -41%
SAI
69
Savvy Advisors Inc
New York
$109K
OCM
70
Orleans Capital Management
Louisiana
$106K +$107K +10,000 New
BBWP
71
Beacon Bridge Wealth Partners
Pennsylvania
$106K -$45.1K -4,216 -29%
P
72
&Partners
Tennessee
$105K +$111K +10,329 New
MWM
73
Melfa Wealth Management
Massachusetts
$100K
Comerica Bank
74
Comerica Bank
Texas
$89.9K
VAG
75
VisionPoint Advisory Group
Texas
$58.1K

NDMO Hedge Fund Activity: Q4 2024 in Review

86 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Nuveen Dynamic Municipal Opportunities Fund (NDMO) for Q4 2024, worth a combined $94.3M — up 17% from $80.7M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new NDMO positions and 7 closed out — a net gain of 24 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $5.64M. The largest seller was Sanctuary Advisors, cutting an estimated $989K.

  • 86 institutional investors held Nuveen Dynamic Municipal Opportunities Fund (NDMO) as of Q4 2024, up from 63 in Q3 2024.
  • Funds reported $94.3M of Nuveen Dynamic Municipal Opportunities Fund stock for Q4 2024, up 17% quarter-over-quarter.
  • 31 funds opened new Nuveen Dynamic Municipal Opportunities Fund positions in Q4 2024 and 7 closed out, a net change of +24 holders.
  • The largest Nuveen Dynamic Municipal Opportunities Fund buyer in Q4 2024 was Rivernorth Capital Management, an estimated $5.64M added.
  • The largest Nuveen Dynamic Municipal Opportunities Fund seller in Q4 2024 was Sanctuary Advisors, an estimated $989K sold.

Based on aggregated 13F filings for Q4 2024.