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Nuveen AMT-Free Quality Municipal Income Fund

291 hedge funds and large institutions have $898M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 81 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 81

7% more capital invested

Capital invested by funds: $839M → $898M (+$58.1M)

2.51% more ownership

Funds ownership: 24.71%27.22% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

2% less funds holding

Funds holding: 296291 (-5)

Holders
291
Holders Change
-5
Holders Change %
-1.69%
% of All Funds
4.64%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
32
Increased
97
Reduced
81
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBTWT
226
Community Bank & Trust (Waco, Texas)
Texas
$118K
ACP
227
Aviance Capital Partners
Florida
$118K
PGFC
228
Peapack-Gladstone Financial Corp
New Jersey
$117K -$10K -897 -8%
FFA
229
Founders Financial Alliance
North Carolina
$117K +$1.07K +96 +0.9%
KA
230
Kercheville Advisors
Texas
$114K
LF
231
Lantz Financial
Illinois
$114K +$1.8K +161 +2%
CG
232
Colony Group
Massachusetts
$112K +$113K +10,107 New
RFN
233
RDA Financial Network
Iowa
$111K -$1.12K -100 -1%
BAM
234
Belpointe Asset Management
Nevada
$110K -$49.9K -4,471 -31%
SS
235
Sunbelt Securities
Texas
$103K +$104K +9,332 New
IA
236
IFP Advisors
Florida
$99.4K -$362K -32,437 -81%
CFB
237
Cullen/Frost Bankers
Texas
$85.3K -$19.3K -1,726 -18%
WTC
238
WhitTier Trust Company
Nevada
$85.2K +$28.8K +2,582 +51%
WB
239
Webster Bank
Connecticut
$81.5K +$4.89K +438 +6%
AAS
240
Ameritas Advisory Services
Nebraska
$77.1K +$78.1K +6,999 New
CWC
241
Carolinas Wealth Consulting
North Carolina
$72.4K +$324 +29 +0.4%
FCMT
242
Founders Capital Management (Texas)
Texas
$61K +$5.58K +500 +10%
RAM
243
Riggs Asset Management
Pennsylvania
$60.1K +$27.9K +2,500 +86%
SIC
244
SJS Investment Consulting
Ohio
$50.4K
FIA
245
FNY Investment Advisers
New York
$48K +$49.1K +4,400 New
SSC
246
Syverson Strege & Co
Iowa
$45.2K +$78 +7 +0.2%
PTC
247
Private Trust Company
Ohio
$44.1K
Bessemer Group
248
Bessemer Group
New Jersey
$43K +$43.4K +3,888 New
CSPIA
249
Cary Street Partners Investment Advisory
Virginia
$38.7K
FCT
250
First Community Trust
Iowa
$36.7K