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Nuveen AMT-Free Quality Municipal Income Fund

290 hedge funds and large institutions have $940M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 71

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

1.53% more ownership

Funds ownership: 27.22%28.75% (+1.5%)

5% more capital invested

Capital invested by funds: $898M → $940M (+$42.5M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 291290 (-1)

Holders
290
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.55%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
29
Increased
101
Reduced
71
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$1.1M -$167K -15,243 -13%
CAN
77
Cetera Advisor Networks
California
$1.09M +$376K +34,365 +53%
CCA
78
Childress Capital Advisors
Texas
$1.05M
SFG
79
StrategIQ Financial Group
Indiana
$1.05M -$12.9K -1,183 -1%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$1.04M +$613K +56,030 +142%
WB
81
WesBanco Bank
West Virginia
$1.04M -$18.4K -1,686 -2%
AWM
82
Avior Wealth Management
Nebraska
$1.03M -$2.66K -243 -0.3%
Mariner
83
Mariner
Kansas
$1.03M +$34.1K +3,116 +3%
SWP
84
Stratos Wealth Partners
Ohio
$986K +$38.9K +3,561 +4%
TA
85
Tectonic Advisors
Texas
$971K +$9.22K +843 +1%
RJT
86
Raymond James Trust
Florida
$951K
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$918K -$74.8K -6,843 -8%
EDRIA
88
Edmonds Duncan Registered Investment Advisors
Kansas
$903K +$67.8K +6,195 +8%
Invesco
89
Invesco
Georgia
$869K +$328K +29,980 +61%
WSFS
90
Wilmington Savings Fund Society
Delaware
$860K
AWG
91
Altus Wealth Group
Colorado
$847K
SWM
92
Spire Wealth Management
Virginia
$833K -$16.7K -1,523 -2%
OC
93
Oppenheimer & Co
New York
$792K +$148K +13,486 +23%
ASN
94
Advisory Services Network
Georgia
$787K +$21.8K +1,992 +3%
Corient Private Wealth
95
Corient Private Wealth
Florida
$725K +$22.8K +2,081 +3%
M
96
MYeCFO
California
$694K +$55.8K +5,100 +9%
LCM
97
Lazari Capital Management
California
$659K +$659K +60,266 New
SFWA
98
Summit Financial Wealth Advisors
Louisiana
$627K -$10.9K -1,000 -2%
RIA
99
Realta Investment Advisors
Delaware
$615K +$6.39K +584 +1%
SFS
100
Sowell Financial Services
Arkansas
$588K +$361 +33 +0.1%