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Nuveen AMT-Free Quality Municipal Income Fund

291 hedge funds and large institutions have $898M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 81 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 81

7% more capital invested

Capital invested by funds: $839M → $898M (+$58.1M)

2.51% more ownership

Funds ownership: 24.71%27.22% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

2% less funds holding

Funds holding: 296291 (-5)

Holders
291
Holders Change
-5
Holders Change %
-1.69%
% of All Funds
4.64%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
32
Increased
97
Reduced
81
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
101
First Trust Advisors
Illinois
$565K -$3.12K -279 -0.5%
Invesco
102
Invesco
Georgia
$551K +$255K +22,823 +85%
SOA
103
Sea Otter Advisors
Florida
$545K +$547K +48,999 New
TFA
104
Toth Financial Advisory
Virginia
$544K -$8.23K -737 -1%
SL
105
Sentinus LLC
Illinois
$541K +$3.39K +304 +0.6%
RWA
106
Redhawk Wealth Advisors
Minnesota
$533K +$3.33K +298 +0.6%
BF
107
BOK Financial
Oklahoma
$523K -$183K -16,400 -26%
Walleye Capital
108
Walleye Capital
New York
$520K +$522K +46,772 New
DC
109
Davenport & Co
Virginia
$506K
IFG
110
Independent Financial Group
California
$502K +$222K +19,844 +78%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$498K +$21.7K +1,943 +5%
MSWM
112
McGlone Suttner Wealth Management
Wisconsin
$493K -$199K -17,858 -29%
RPA
113
Rock Point Advisors
Vermont
$492K
Northern Trust
114
Northern Trust
Illinois
$479K -$60.7K -5,440 -11%
WFA
115
Wellspring Financial Advisors
Ohio
$458K +$214K +19,147 +87%
WCMNY
116
Westchester Capital Management (New York)
New York
$445K
EW
117
Element Wealth
Mississippi
$443K
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$440K +$137K +12,313 +45%
HH
119
Hilltop Holdings
Texas
$428K
STA
120
Summit Trail Advisors
New York
$425K +$7.36K +659 +2%
VVP
121
Venture Visionary Partners
Ohio
$405K
AWM
122
AE Wealth Management
Kansas
$391K -$58.4K -5,232 -13%
OA
123
Oxbow Advisors
Texas
$383K +$3.51K +314 +0.9%
SPC
124
Sigma Planning Corp
Michigan
$382K -$35.2K -3,155 -8%
MC
125
Moors & Cabot
Massachusetts
$377K -$1.26M -113,000 -77%