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Nuveen AMT-Free Quality Municipal Income Fund

296 hedge funds and large institutions have $839M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 38

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

21% more capital invested

Capital invested by funds: $692M → $839M (+$147M)

2.85% more ownership

Funds ownership: 21.86%24.71% (+2.8%)

2% more funds holding

Funds holding: 290296 (+6)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

Holders
296
Holders Change
+6
Holders Change %
+2.07%
% of All Funds
4.76%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
50
Increased
80
Reduced
86
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
301
Arete Wealth Advisors
Illinois
-$3.48M -328,676 Closed
PFS
302
Prospera Financial Services
Texas
-$354K -33,439 Closed
NCM
303
Next Capital Management
New York
-$318K -30,038 Closed
Bank of Montreal
304
Bank of Montreal
Ontario, Canada
-$336 -28,484 Closed
MFG
305
Magnus Financial Group
New York
-$254K -23,955 Closed
EWA
306
Exencial Wealth Advisors
Oklahoma
-$250K -23,602 Closed
RCA
307
Ranch Capital Advisors
Florida
-$245K -23,144 Closed
PMG
308
ProVise Management Group
Florida
-$198K -18,647 Closed
IP
309
Investment Partners
Ohio
-$191K -18,049 Closed
WCM
310
WealthBridge Capital Management
Ohio
-$205K -17,421 Closed
AAS
311
Avantax Advisory Services
Texas
-$179K -16,867 Closed
RA
312
RFG Advisory
Alabama
-$171K -16,477 Closed
CHJWM
313
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$166K -15,750 Closed
TCA
314
Transcend Capital Advisors
New Jersey
-$158K -14,943 Closed
Koshinski Asset Management
315
Koshinski Asset Management
Illinois
-$150K -14,185 Closed
CCG
316
Ceeto Capital Group
Florida
-$138K -13,000 Closed
DBIA
317
Dumont & Blake Investment Advisors
New Jersey
-$134K -12,672 Closed
BPA
318
Beacon Pointe Advisors
California
-$131K -12,489 Closed
NPF
319
Norris Perne & French
Michigan
-$129K -12,130 Closed
THWM
320
Taylor Hoffman Wealth Management
Virginia
-$118K -11,107 Closed
WWA
321
WCG Wealth Advisors
Nevada
-$116K -10,962 Closed
SW
322
SVB Wealth
Massachusetts
-$112K -10,560 Closed
PWPS
323
Pinnacle Wealth Planning Services
Ohio
-$109K -10,328 Closed
SRC
324
Shufro Rose & Co
New York
-$106K -10,043 Closed
NEAM
325
New England Asset Management
Connecticut
-$81K -7,630 Closed