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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
PFS
101
Prospera Financial Services
Texas
$1.03M +$675 +58 +0.1%
TIM
102
Tortoise Investment Management
New York
$1.03M -$791K -68,013 -43%
NGA
103
Naples Global Advisors
Florida
$992K -$21.1K -1,812 -2%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$957K -$125K -10,751 -11%
DC
105
Davenport & Co
Virginia
$937K
AIS
106
Accredited Investor Services
Minnesota
$879K +$907K +77,963 New
CL
107
Choreo LLC
Illinois
$851K -$81.9K -7,040 -8%
CC
108
CF Capital
Massachusetts
$846K +$872K +75,000 New
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$806K -$81.1K -6,974 -9%
GWMR
110
GC Wealth Management RIA
Massachusetts
$803K +$104K +8,913 +14%
GM
111
GeoWealth Management
Illinois
$803K +$104K +8,913 +14%
WA
112
Whipplewood Advisors
Colorado
$792K +$817K +70,243 New
AGM
113
Alpine Global Management
New York
$790K
AGA
114
Arkos Global Advisors
Texas
$765K -$93.5K -8,042 -11%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$765K +$789K +67,815 New
BFS
116
Bard Financial Services
Connecticut
$733K
FCA
117
FLC Capital Advisors
California
$731K +$340K +29,220 +82%
OC
118
Oppenheimer & Co
New York
$636K -$362K -31,096 -36%
RWA
119
Redhawk Wealth Advisors
Minnesota
$627K +$15.1K +1,300 +2%
AWS
120
Atria Wealth Solutions
New York
$626K -$1.98M -170,005 -75%
AWG
121
Altus Wealth Group
Colorado
$606K -$22.5K -1,934 -3%
SWM
122
Silverlake Wealth Management
Vermont
$605K +$153K +13,140 +32%
IAA
123
Independent Advisor Alliance
North Carolina
$602K +$621K +53,393 New
SL
124
Sentinus LLC
Illinois
$588K
SA
125
Sanctuary Advisors
Indiana
$582K -$177K -15,242 -23%