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Nuveen AMT-Free Quality Municipal Income Fund

290 hedge funds and large institutions have $1.03B invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 55

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 281290 (+9)

3% more capital invested

Capital invested by funds: $997M → $1.03B (+$31.9M)

0.58% less ownership

Funds ownership: 22.47%21.89% (-0.58%)

Holders
290
Holders Change
+9
Holders Change %
+3.2%
% of All Funds
5.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
32
Increased
99
Reduced
55
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAOTB
51
Wealth Advisors of Tampa Bay
Florida
$2.87M +$43K +2,824 +2%
APA
52
Allegiant Private Advisors
Florida
$2.77M
Invesco
53
Invesco
Georgia
$2.76M +$185K +12,134 +7%
SC
54
Savant Capital
Illinois
$2.57M +$53.7K +3,530 +2%
UCFA
55
United Capital Financial Advisors
Texas
$2.56M
RCM
56
Robinson Capital Management
Michigan
$2.51M -$2.03M -133,535 -45%
EW
57
Evoke Wealth
California
$2.49M +$914K +60,050 +61%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$2.44M +$190K +12,494 +9%
HI
59
Harbour Investments
Wisconsin
$2.3M +$9.1K +598 +0.4%
KAS
60
Kestra Advisory Services
Texas
$2.24M +$239K +15,718 +12%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$2.2M +$182K +11,983 +9%
DADC
62
D.A. Davidson & Co
Montana
$2.17M -$78.1K -5,134 -4%
DLG
63
Daniel L. Goodwin
$2.12M
STA
64
Summit Trail Advisors
New York
$2.12M -$2.22K -146 -0.1%
VCM
65
Vivaldi Capital Management
Illinois
$2.1M -$3.32M -218,547 -62%
First Trust Advisors
66
First Trust Advisors
Illinois
$1.98M +$189K +12,450 +11%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$1.88M +$281K +18,476 +18%
SFG
68
StrategIQ Financial Group
Indiana
$1.74M -$5.96K -392 -0.4%
BWA
69
BDO Wealth Advisors
Florida
$1.69M -$1.74M -114,288 Closed
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$1.65M +$73K +4,798 +5%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$1.63M +$133K +8,710 +9%
IWM
72
IHT Wealth Management
Illinois
$1.59M -$237K -15,550 -13%
DWM
73
Dakota Wealth Management
Florida
$1.53M -$1.26M -82,859 -46%
SPIA
74
Steward Partners Investment Advisory
New York
$1.52M -$239K -15,704 -14%
ASN
75
Advisory Services Network
Georgia
$1.48M +$263K +17,288 +22%

NEA Hedge Fund Activity: Q2 2021 in Review

290 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2021, worth a combined $1.03B — up 3.2% from $997M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NEA positions and 21 closed out — a net gain of 11 holders — while 99 added to existing stakes and 55 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.62M. The largest seller was Rivernorth Capital Management, cutting an estimated $27.4M.

  • 290 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $1.03B of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2021, up 3.2% quarter-over-quarter.
  • 32 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2021 and 21 closed out, a net change of +11 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2021 was Bramshill Investments, an estimated $8.62M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q2 2021.