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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
PSFG
276
Park Square Financial Group
Georgia
$52.2K +$53.8K +4,628 New
SIC
277
SJS Investment Consulting
Ohio
$51.5K +$337 +29 +0.6%
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$51K -$92.6K -7,959 -64%
OLVIG
279
Oliver Lagore Vanvalin Investment Group
Michigan
$46.7K +$48.2K +4,144 New
CPG
280
Cornerstone Planning Group
New Jersey
$42.1K
PB
281
Pinnacle Bancorp
Nebraska
$39.5K +$5.82K +500 +17%
FCT
282
First Community Trust
Iowa
$37.2K
AF
283
Advisornet Financial
Minnesota
$36K
FWM
284
FSA Wealth Management
Massachusetts
$33.8K
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$33.3K +$34.3K +2,950 New
MM
286
Main Management
California
$29K
HIA
287
Harbor Investment Advisory
Maryland
$28.3K
EB
288
Eastern Bank
Massachusetts
$26.8K
FMP
289
Financial Management Professionals
Texas
$24K +$605 +52 +3%
MA
290
Montag & Associates
Georgia
$23.9K
GRP
291
Global Retirement Partners
California
$23.7K
FFO
292
Fortitude Family Office
Arizona
$22.9K
SL
293
Salomon & Ludwin
Virginia
$21.5K
MWM
294
Mascoma Wealth Management
New Hampshire
$18.4K
SSB
295
Sandy Spring Bank
Maryland
$17.5K
CT
296
Coastline Trust
Rhode Island
$17.5K -$5.84K -502 -24%
RMP
297
Richards, Merrill & Peterson
Washington
$17.3K +$17.8K +1,533 New
OWP
298
ORG Wealth Partners
Texas
$17.1K
CFB
299
Cullen/Frost Bankers
Texas
$16.2K
CAL
300
Capital Analysts LLC
Pennsylvania
$16K +$419 +36 +3%