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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
BAM
51
Broyhill Asset Management
North Carolina
$2.63M +$2.72M +233,582 New
SG
52
StoneX Group
New York
$2.62M +$2.7M +232,553 New
Osaic Holdings
53
Osaic Holdings
Arizona
$2.57M -$379K -32,576 -13%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$2.48M +$542K +46,620 +27%
Lido Advisors
55
Lido Advisors
California
$2.46M +$779 +67 +0%
MPW
56
Melone Private Wealth
Michigan
$2.45M +$41.5K +3,565 +2%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$2.43M -$1.88M -161,761 -43%
ITIM
58
Indiana Trust & Investment Management
Indiana
$2.4M
PVM
59
Palogic Value Management
Texas
$2.36M +$637K +54,750 +36%
Kovitz Investment Group Partners
60
Kovitz Investment Group Partners
Illinois
$2.31M -$1.2M -102,813 -33%
LWL
61
Leo Wealth LLC
Texas
$2.23M +$47K +4,042 +2%
Invesco
62
Invesco
Georgia
$2.09M +$237K +20,348 +12%
FPAS
63
Focus Partners Advisor Solutions
Missouri
$2.03M +$2.09M +179,969 New
BAM
64
Bayshore Asset Management
Florida
$2.01M
RIL
65
Rothschild Investment LLC
Illinois
$2M +$15.6K +1,340 +0.8%
WA
66
Waverly Advisors
Alabama
$1.92M +$184K +15,790 +10%
GP
67
Gridiron Partners
Pennsylvania
$1.92M
KAS
68
Kestra Advisory Services
Texas
$1.9M -$658K -56,580 -25%
TWP
69
Tyche Wealth Partners
Texas
$1.84M +$6.79K +584 +0.4%
NA
70
NewEdge Advisors
Louisiana
$1.84M -$97.6K -8,391 -5%
SC
71
Savant Capital
Illinois
$1.83M -$2.01K -173 -0.1%
SPIA
72
Steward Partners Investment Advisory
New York
$1.82M +$355K +30,563 +23%
WAM
73
Wakefield Asset Management
Colorado
$1.81M +$10.4K +892 +0.6%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$1.78M -$490K -42,149 -21%
IWA
75
IBEX Wealth Advisors
New Jersey
$1.65M +$1.7M +146,539 New