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
BFF
26
Byrne Financial Freedom
Massachusetts
$7.27M +$7.5M +644,434 New
AAM
27
Advisors Asset Management
Colorado
$6.43M +$128K +10,966 +2%
SWA
28
Stratos Wealth Advisors
Ohio
$5.73M +$127K +10,880 +2%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$5.44M +$99K +8,515 +2%
BIA
30
Barry Investment Advisors
Massachusetts
$5.14M -$61.9K -5,326 -1%
Cohen & Steers
31
Cohen & Steers
New York
$4.7M +$58.2K +5,000 +1%
EBWM
32
Eagle Bluffs Wealth Management
Missouri
$4.48M +$222K +19,045 +5%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$4.47M -$296K -25,480 -6%
CIA
34
Capital Investment Advisors
Georgia
$4.41M -$50.9K -4,374 -1%
Ameriprise
35
Ameriprise
Minnesota
$4.38M -$356K -30,595 -7%
MFIM
36
Mesirow Financial Investment Management
Illinois
$4.36M
PCM
37
PenderFund Capital Management
British Columbia, Canada
$4.3M -$2.91M -250,000 -49%
HKAM
38
Horizon Kinetics Asset Management
New York
$3.88M -$418K -35,904 -9%
CA
39
Cresta Advisors
Texas
$3.88M
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$3.51M +$471K +40,474 +15%
CWA
41
Cura Wealth Advisors
Illinois
$3.39M +$3.5M +300,608 New
DWM
42
Dakota Wealth Management
Florida
$3.38M -$1.66M -142,373 -32%
MFG
43
Merit Financial Group
Georgia
$3.2M +$1.8M +155,012 +120%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$3.02M -$114K -9,777 -4%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$2.9M -$3.09M -265,292 -51%
Truist Financial
46
Truist Financial
North Carolina
$2.83M -$1.27M -109,134 -30%
EW
47
Evoke Wealth
California
$2.79M +$430K +37,000 +18%
COLIM
48
City of London Investment Management
United Kingdom
$2.78M -$523K -45,000 -15%
RC
49
Rareview Capital
Nevada
$2.77M +$112K +9,639 +4%
KL
50
KIM LLC
Kansas
$2.75M