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Nuveen AMT-Free Quality Municipal Income Fund

281 hedge funds and large institutions have $997M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 101 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 62

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $893M → $997M (+$104M)

1.06% more ownership

Funds ownership: 21.41%22.47% (+1.1%)

0% more funds holding

Funds holding: 281281 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
281
Holders Change
Holders Change %
0%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
101
Reduced
62
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
Allegiant Private Advisors
Florida
$2.61M -$251K -16,954 -9%
JWM
52
Jupiter Wealth Management
Colorado
$2.48M +$645K +43,550 +36%
Invesco
53
Invesco
Georgia
$2.42M -$267K -18,042 -10%
UCFA
54
United Capital Financial Advisors
Texas
$2.42M +$84.2K +5,686 +4%
SC
55
Savant Capital
Illinois
$2.38M -$90.4K -6,099 -4%
HI
56
Harbour Investments
Wisconsin
$2.16M +$2.16M +145,796 New
DADC
57
D.A. Davidson & Co
Montana
$2.13M +$348K +23,482 +20%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$2.12M +$240K +16,190 +13%
SCA
59
Stonebridge Capital Advisors
Minnesota
$2.03M
FP
60
Financial Perspectives
Minnesota
$2.02M +$413K +27,889 +1,382%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$2.01M +$371K +25,052 +23%
DLG
62
Daniel L. Goodwin
$2M
STA
63
Summit Trail Advisors
New York
$2M +$342K +23,070 +21%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$1.9M -$1.15M -77,822 -38%
KAS
65
Kestra Advisory Services
Texas
$1.89M -$370K -25,007 -16%
IWM
66
IHT Wealth Management
Illinois
$1.73M
BWA
67
BDO Wealth Advisors
Florida
$1.69M +$1.62M +109,288 +2,186%
First Trust Advisors
68
First Trust Advisors
Illinois
$1.69M +$145K +9,756 +9%
SPIA
69
Steward Partners Investment Advisory
New York
$1.66M +$441K +29,798 +36%
SFG
70
StrategIQ Financial Group
Indiana
$1.64M +$99.7K +6,729 +6%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$1.5M +$321K +21,686 +27%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$1.48M +$97.7K +6,598 +7%
EW
73
Evoke Wealth
California
$1.46M -$595K -40,154 -29%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$1.41M -$9.69K -654 -0.7%
RJT
75
Raymond James Trust
Florida
$1.34M +$124K +8,368 +10%

NEA Hedge Fund Activity: Q1 2021 in Review

281 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2021, worth a combined $997M — up 12% from $893M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new NEA positions and 32 closed out — a net gain of 7 holders — while 101 added to existing stakes and 62 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $46.7M. The largest seller was Wells Fargo, cutting an estimated $7.51M.

  • 281 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $997M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2021, up 12% quarter-over-quarter.
  • 39 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2021 and 32 closed out, a net change of +7 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $46.7M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2021 was Wells Fargo, an estimated $7.51M sold.

Based on aggregated 13F filings for Q1 2021.