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Nuveen Dynamic Municipal Opportunities Fund

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: 8679 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$146K +$148K +14,230 New
AGA
52
Arkos Global Advisors
Texas
$144K
HT
53
Heritage Trust
Oklahoma
$144K
JSW
54
Journey Strategic Wealth
New Jersey
$142K
CIA
55
Concurrent Investment Advisors
Florida
$136K +$138K +13,289 New
MAG
56
MRA Advisory Group
New Jersey
$135K -$70K -6,750 -34%
NA
57
NewEdge Advisors
Louisiana
$134K -$104K -9,996 -43%
SIMG
58
Sonora Investment Management Group
Arizona
$129K
MC
59
Moors & Cabot
Massachusetts
$126K
NW
60
NewEdge Wealth
Pennsylvania
$125K +$623 +60 +0.5%
CW
61
CreativeOne Wealth
Kansas
$118K -$75.7K -7,300 -39%
SC
62
Sykon Capital
New York
$115K
SAI
63
Savvy Advisors Inc
New York
$111K
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$109K +$110K +10,650 New
P
65
&Partners
Tennessee
$105K
MWM
66
Melfa Wealth Management
Massachusetts
$103K
OCM
67
Orleans Capital Management
Louisiana
$103K
Comerica Bank
68
Comerica Bank
Texas
$92.1K
EWA
69
EverSource Wealth Advisors
Alabama
$46.2K
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$41K
SWM
71
Spire Wealth Management
Virginia
$35.9K
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$30.6K +$33.2K +3,200 New
BTI
73
Blue Trust Inc
Georgia
$20.5K
CA
74
CoreCap Advisors
Michigan
$20.2K
EC
75
Elequin Capital
New York
$16.4K -$3.27K -315 -16%

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.