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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
EP
76
Essential Planning
New Hampshire
$1.63M +$1.63M +139,880 New
MG
77
Marex Group
$1.59M +$1.03M +88,394 +167%
MWM
78
Modern Wealth Management
Kansas
$1.59M +$1.44M +124,158 +758%
USCWA
79
U.S. Capital Wealth Advisors
Texas
$1.58M +$128K +11,015 +9%
WCMNY
80
Westchester Capital Management (New York)
New York
$1.53M -$832K -71,491 -35%
Corient Private Wealth
81
Corient Private Wealth
Florida
$1.51M +$129K +11,119 +9%
IA
82
IFC Advisors
California
$1.5M +$1.54M +132,597 New
PFA
83
Petra Financial Advisors
Colorado
$1.45M
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$1.43M -$2.68M -230,845 -64%
Mariner
85
Mariner
Kansas
$1.42M +$294K +25,275 +25%
KA
86
Kercheville Advisors
Texas
$1.4M +$75.9K +6,526 +6%
JWA
87
JFS Wealth Advisors
Pennsylvania
$1.38M +$1.25K +107 +0.1%
WB
88
WesBanco Bank
West Virginia
$1.28M -$39.3K -3,376 -3%
CPL
89
Capital & Planning LLC
Georgia
$1.26M +$1.3M +112,010 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$1.25M +$346K +29,757 +37%
Creative Planning
91
Creative Planning
Kansas
$1.25M +$956K +82,171 +286%
CCWA
92
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.24M -$102K -8,789 -7%
NW
93
NewEdge Wealth
Pennsylvania
$1.23M +$549K +47,200 +76%
CCA
94
Childress Capital Advisors
Texas
$1.22M
AWM
95
Avior Wealth Management
Nebraska
$1.16M +$45.1K +3,879 +4%
BCG
96
Breakwater Capital Group
New Jersey
$1.15M +$177K +15,260 +18%
LCM
97
Landscape Capital Management
New Jersey
$1.1M +$1.13M +97,184 New
SWP
98
Stratos Wealth Partners
Ohio
$1.08M +$26.2K +2,256 +2%
NAS
99
NWF Advisory Services
California
$1.05M +$1.08M +92,822 New
TA
100
Tectonic Advisors
Texas
$1.05M +$26.5K +2,280 +3%