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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
TFA
101
Toth Financial Advisory
Virginia
$583K +$47.9K +4,378 +9%
SOA
102
Sea Otter Advisors
Florida
$547K +$10.9K +1,001 +2%
SL
103
Sentinus LLC
Illinois
$537K +$5.14K +470 +1%
RWA
104
Redhawk Wealth Advisors
Minnesota
$528K +$5.02K +459 +1%
Creative Planning
105
Creative Planning
Kansas
$526K -$5.22M -477,292 -91%
BF
106
BOK Financial
Oklahoma
$515K
DC
107
Davenport & Co
Virginia
$498K
JFGIW
108
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$493K -$437K -40,000 -47%
RPA
109
Rock Point Advisors
Vermont
$484K +$164 +15 +0%
First Trust Advisors
110
First Trust Advisors
Illinois
$477K -$79.2K -7,245 -14%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$476K -$825K -75,429 -63%
RWP
112
RWA Wealth Partners
Massachusetts
$471K +$471K +43,060 New
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$467K -$22.7K -2,073 -5%
WFA
114
Wellspring Financial Advisors
Ohio
$450K
STA
115
Summit Trail Advisors
New York
$440K +$21.9K +2,000 +5%
WCMNY
116
Westchester Capital Management (New York)
New York
$437K
EW
117
Element Wealth
Mississippi
$436K
OA
118
Oxbow Advisors
Texas
$433K +$56.6K +5,171 +15%
AWM
119
AE Wealth Management
Kansas
$424K +$39.7K +3,626 +10%
Cerity Partners
120
Cerity Partners
New York
$413K +$192K +17,574 +87%
IIM
121
InTrack Investment Management
Vermont
$403K +$278K +25,400 +221%
VVP
122
Venture Visionary Partners
Ohio
$398K
IWM
123
IHT Wealth Management
Illinois
$393K +$91.8K +8,396 +30%
Northern Trust
124
Northern Trust
Illinois
$386K -$85K -7,776 -18%
MC
125
Moors & Cabot
Massachusetts
$380K +$9.59K +877 +3%