NEA icon

Nuveen AMT-Free Quality Municipal Income Fund
NEA

Overview Fund Activity

289 hedge funds and large institutions have $897M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 81 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
-5
Holders Change %
-1.7%
% of All Funds
4.63%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
32
Increased
96
Reduced
81
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$158M
2
Morgan Stanley
2
Morgan Stanley
New York
$124M
3
TIM
3
Tortoise Investment Management
New York
$6.57M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$18.1M
5
Creative Planning
5
Creative Planning
Kansas
$5.84M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$72.9M
2
GC
2
Guggenheim Capital
Illinois
$20.2M
3
MSL
3
Mackay Shields LLC
New York
$14.8M
4
COLIM
4
City of London Investment Management
United Kingdom
$3.43M
5
IWA
5
IBEX Wealth Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
26
Barry Investment Advisors
Massachusetts
$6.08M +$226K +20,279 +4%
Osaic Holdings
27
Osaic Holdings
Arizona
$5.91M +$73.5K +6,608 +1%
Creative Planning
28
Creative Planning
Kansas
$5.84M +$5.26M +473,413 +910%
Stifel Financial
29
Stifel Financial
Missouri
$5.29M +$1.71K +154 +0%
DWM
30
Dakota Wealth Management
Florida
$5.13M +$2.17M +195,445 +74%
CIA
31
Capital Investment Advisors
Georgia
$4.86M +$179K +16,126 +4%
Ameriprise
32
Ameriprise
Minnesota
$4.82M -$134K -12,067 -3%
EBWM
33
Eagle Bluffs Wealth Management
Missouri
$4.77M +$1.17M +104,888 +32%
HKAM
34
Horizon Kinetics Asset Management
New York
$4.71M -$24.9K -2,235 -0.5%
AAM
35
Advisors Asset Management
Colorado
$4.23M +$593K +53,366 +16%
AWA
36
Arete Wealth Advisors
Illinois
$4.02M +$4.02M +361,113 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$3.98M +$721K +64,865 +22%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$3.96M +$2.13M +191,732 +117%
CPC
39
Congress Park Capital
New York
$3.78M -$695K -62,500 -16%
AA
40
AQR Arbitrage
Connecticut
$3.62M +$1.81M +162,913 +100%
Cohen & Steers
41
Cohen & Steers
New York
$3.57M -$86.7K -7,794 -2%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$3.47M -$927K -83,324 -21%
COLIM
43
City of London Investment Management
United Kingdom
$3.43M -$2.47M -221,894 -42%
DFG
44
Delphi Financial Group
Delaware
$3.35M -$1.11M -99,757 -25%
PCM
45
Penserra Capital Management
California
$3.08M +$3.08M +277,045 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$2.85M -$1.25M -112,113 -30%
CC
47
Claybrook Capital
Massachusetts
$2.76M – – –
SPIA
48
Steward Partners Investment Advisory
New York
$2.67M -$252K -22,622 -9%
LCM
49
Landscape Capital Management
New Jersey
$2.54M +$441K +39,689 +21%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$2.49M -$409K -36,745 -14%
1
2
3 4 5