We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund
NEA

302 hedge funds and large institutions have $699M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 113 increasing their positions, 77 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 77

3.44% less ownership

Funds ownership: 24.84% → 21.4% (-3.4%)

5% less funds holding

Funds holding: 318 → 302 (-16)

16% less capital invested

Capital invested by funds: $832M → $699M (-$133M)

28% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 40

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
302
Holders Change
-16
Holders Change %
-5.03%
% of All Funds
3.98%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
29
Increased
113
Reduced
77
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$6.72M
2
IP
Intellectus Partners
California
+$1.65M
3
CPC
Congress Park Capital
New York
+$1.54M
4
IA
IFC Advisors
California
+$1.52M
5
LW
Linscomb Wealth
Texas
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$61M
2
RCM
Rivernorth Capital Management
Florida
-$14.9M
3
SIA
Sit Investment Associates
Minnesota
-$9.94M
4
BI
Bramshill Investments
Florida
-$8.91M
5
Morgan Stanley
Morgan Stanley
New York
-$6.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$2.29M +$484K +44,679 +27%
NA
52
NewEdge Advisors
Louisiana
$2.29M +$438K +40,447 +24%
KAS
53
Kestra Advisory Services
Texas
$2.28M +$383K +35,312 +20%
LWL
54
Leo Wealth LLC
Texas
$2.28M +$560K +51,696 +33%
Invesco
55
Invesco
Georgia
$2.2M +$140K +12,925 +7%
WA
56
Waverly Advisors
Alabama
$2.05M -$96.2K -8,878 -5%
Corient Private Wealth
57
Corient Private Wealth
Florida
$1.87M +$442K +40,761 +31%
GP
58
Gridiron Partners
Pennsylvania
$1.86M – – –
SC
59
Savant Capital
Illinois
$1.75M -$2.72K -251 -0.2%
WAM
60
Wakefield Asset Management
Colorado
$1.74M -$21.7K -2,006 -1%
TWP
61
Tyche Wealth Partners
Texas
$1.74M -$63.6K -5,864 -4%
IWA
62
IBEX Wealth Advisors
New Jersey
$1.7M -$43.6K -4,021 -3%
IP
63
Intellectus Partners
California
$1.67M +$1.65M +152,180 New
USCWA
64
U.S. Capital Wealth Advisors
Texas
$1.61M +$108K +9,999 +7%
BCG
65
Breakwater Capital Group
New Jersey
$1.55M +$93.8K +8,651 +6%
IA
66
IFC Advisors
California
$1.53M +$1.52M +140,389 New
ITIM
67
Indiana Trust & Investment Management
Indiana
$1.52M – – –
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$1.46M +$433K +39,911 +43%
KA
69
Kercheville Advisors
Texas
$1.45M +$22.6K +2,089 +2%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$1.45M +$29.8K +2,749 +2%
PFA
71
Petra Financial Advisors
Colorado
$1.42M +$260 +24 +0%
LW
72
Linscomb Wealth
Texas
$1.39M +$1.38M +127,291 New
CPL
73
Capital & Planning LLC
Georgia
$1.37M +$52.8K +4,875 +4%
MWM
74
Modern Wealth Management
Kansas
$1.37M -$75.9K -7,000 -5%
SPIA
75
Steward Partners Investment Advisory
New York
$1.35M +$210K +19,336 +19%
1 2
3
4 5

NEA Hedge Fund Activity: Q2 2025 in Review

302 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2025, worth a combined $699M — down 16% from $832M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of NEA and 29 opened new positions — a net loss of 11 holders — while 77 trimmed existing stakes and 113 added.

The largest buyer was Rockefeller Capital Management, adding an estimated $6.72M. The largest seller was Karpus Investment Management, cutting an estimated $61M.

  • 302 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2025, down from 318 in Q1 2025.
  • Funds reported $699M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2025, down 16% quarter-over-quarter.
  • 29 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2025 and 40 closed out, a net change of -11 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2025 was Rockefeller Capital Management, an estimated $6.72M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2025 was Karpus Investment Management, an estimated $61M sold.

Based on aggregated 13F filings for Q2 2025.