We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund

324 hedge funds and large institutions have $947M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 94 increasing their positions, 90 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more funds holding

Funds holding: 308324 (+16)

4% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 90

1.64% less ownership

Funds ownership: 29.68%28.03% (-1.6%)

11% less capital invested

Capital invested by funds: $1.06B → $947M (-$116M)

Holders
324
Holders Change
+16
Holders Change %
+5.19%
% of All Funds
4.27%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
58
Increased
94
Reduced
90
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
226
Wealthspan Partners
Iowa
$152K
CAM
227
Cresset Asset Management
Illinois
$152K -$252K -21,687 -62%
BAM
228
Belpointe Asset Management
Nevada
$151K -$40.7K -3,500 -21%
SS
229
Sunbelt Securities
Texas
$149K +$2.42K +208 +2%
HCM
230
Hollencrest Capital Management
California
$148K -$49.1K -4,225 -24%
NFG
231
Nations Financial Group
Iowa
$147K -$24.6K -2,111 -14%
SWA
232
SFMG Wealth Advisors
Texas
$147K
PAS
233
PKS Advisory Services
New York
$147K +$151K +13,022 New
JWCA
234
J.W. Cole Advisors
Florida
$146K -$3.64K -313 -2%
IWS
235
Insight Wealth Strategies
California
$144K +$149K +12,774 New
KPWS
236
Kestra Private Wealth Services
Texas
$143K +$20K +1,722 +16%
TL
237
Tradewinds LLC
North Carolina
$142K +$23 +2 +0%
CP
238
Camelot Portfolios
Ohio
$140K -$2.27K -195 -2%
NSIM
239
North Star Investment Management
Illinois
$137K
VAG
240
VisionPoint Advisory Group
Texas
$136K -$75.2K -6,467 -35%
SCA
241
Snowden Capital Advisors
New York
$136K -$22.7K -1,955 -14%
WMA
242
Wealth Management Associates
New Jersey
$135K
SCA
243
SMH Capital Advisors
Texas
$134K
AF
244
Apexium Financial
Texas
$133K +$137K +11,805 New
MWM
245
Manske Wealth Management
Texas
$131K +$135K +11,643 New
KA
246
Kovack Advisors
Florida
$131K +$135K +11,637 New
WS
247
Wedbush Securities
California
$131K -$826 -71 -0.6%
UFA
248
Uptown Financial Advisors
Texas
$130K +$134K +11,499 New
TCWM
249
Total Clarity Wealth Management
Illinois
$128K -$10.5K -903 -7%
SBIA
250
Sheaff Brock Investment Advisors
Indiana
$126K