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Nuveen AMT-Free Quality Municipal Income Fund

318 hedge funds and large institutions have $832M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 92

6% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 35

2% less funds holding

Funds holding: 324318 (-6)

3.19% less ownership

Funds ownership: 28.03%24.84% (-3.2%)

12% less capital invested

Capital invested by funds: $947M → $832M (-$115M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
318
Holders Change
-6
Holders Change %
-1.85%
% of All Funds
4.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
33
Increased
112
Reduced
92
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
76
Petra Financial Advisors
Colorado
$1.46M +$20.3K +1,781 +1%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$1.45M +$30.1K +2,647 +2%
WANY
78
Wealthspire Advisors (New York)
New York
$1.4M +$1M +87,853 +237%
JWA
79
JFS Wealth Advisors
Pennsylvania
$1.37M +$626 +55 +0%
CPL
80
Capital & Planning LLC
Georgia
$1.35M +$94.8K +8,325 +7%
WB
81
WesBanco Bank
West Virginia
$1.25M -$18.9K -1,658 -1%
CCA
82
Childress Capital Advisors
Texas
$1.22M
WCMNY
83
Westchester Capital Management (New York)
New York
$1.2M -$324K -28,490 -21%
SPIA
84
Steward Partners Investment Advisory
New York
$1.17M -$653K -57,359 -35%
CCWA
85
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.14M -$85.3K -7,493 -7%
AIS
86
Accredited Investor Services
Minnesota
$1.12M +$252K +22,152 +28%
Creative Planning
87
Creative Planning
Kansas
$1.06M -$184K -16,113 -15%
TA
88
Tectonic Advisors
Texas
$1.05M +$13.4K +1,180 +1%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$1.04M -$207K -18,203 -16%
SWP
90
Stratos Wealth Partners
Ohio
$1.02M -$46.6K -4,094 -4%
PFS
91
Prospera Financial Services
Texas
$1.02M +$216 +19 +0%
AWM
92
Avior Wealth Management
Nebraska
$1.01M -$151K -13,238 -13%
SWM
93
Spire Wealth Management
Virginia
$979K +$466K +40,883 +88%
DC
94
Davenport & Co
Virginia
$930K
COLIM
95
City of London Investment Management
United Kingdom
$912K -$1.88M -165,021 -67%
CL
96
Choreo LLC
Illinois
$869K +$11.2K +981 +1%
Mariner
97
Mariner
Kansas
$861K -$560K -49,182 -39%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$806K +$6.01K +528 +0.7%
NGA
99
Naples Global Advisors
Florida
$799K -$194K -17,075 -19%
FCA
100
FLC Capital Advisors
California
$789K +$64.4K +5,650 +9%

NEA Hedge Fund Activity: Q1 2025 in Review

318 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2025, worth a combined $832M — down 12% from $947M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of NEA and 33 opened new positions — a net loss of 2 holders — while 92 trimmed existing stakes and 112 added.

The largest buyer was Morgan Stanley, adding an estimated $7.34M. The largest seller was Karpus Investment Management, cutting an estimated $52.6M.

  • 318 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2025, down from 324 in Q4 2024.
  • Funds reported $832M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2025, down 12% quarter-over-quarter.
  • 33 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2025 and 35 closed out, a net change of -2 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2025 was Morgan Stanley, an estimated $7.34M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2025 was Karpus Investment Management, an estimated $52.6M sold.

Based on aggregated 13F filings for Q1 2025.