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Nuveen AMT-Free Quality Municipal Income Fund

302 hedge funds and large institutions have $699M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 113 increasing their positions, 77 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 77

3.44% less ownership

Funds ownership: 24.84%21.4% (-3.4%)

5% less funds holding

Funds holding: 318302 (-16)

16% less capital invested

Capital invested by funds: $832M → $699M (-$133M)

28% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 40

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
302
Holders Change
-16
Holders Change %
-5.03%
% of All Funds
3.98%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
29
Increased
113
Reduced
77
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
101
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$722K -$390K -36,008 -35%
BFS
102
Bard Financial Services
Connecticut
$710K
CA
103
CoreCap Advisors
Michigan
$694K +$236K +21,733 +52%
KWM
104
Kingsview Wealth Management
Oregon
$692K +$338K +31,167 +97%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$681K -$45.7K -4,215 -6%
OC
106
Oppenheimer & Co
New York
$636K +$13.7K +1,264 +2%
CL
107
Choreo LLC
Illinois
$625K -$219K -20,204 -26%
AGA
108
Arkos Global Advisors
Texas
$599K -$42.1K -3,885 -7%
RWA
109
Redhawk Wealth Advisors
Minnesota
$597K -$17.8K -1,645 -3%
M
110
MYeCFO
California
$592K +$18.4K +1,700 +3%
AWG
111
Altus Wealth Group
Colorado
$586K
AFP
112
Alpha Financial Partners
Kentucky
$586K +$582K +53,675 New
JWCA
113
J.W. Cole Advisors
Florida
$574K +$13.7K +1,264 +2%
SL
114
Sentinus LLC
Illinois
$569K
GWMR
115
GC Wealth Management RIA
Massachusetts
$562K -$101K -9,290 -15%
GM
116
GeoWealth Management
Illinois
$562K -$101K -9,290 -15%
AHL
117
Abel Hall LLC
Louisiana
$546K +$542K +50,000 New
BBHC
118
Brown Brothers Harriman & Co
New York
$538K +$534K +49,274 New
RIA
119
Realta Investment Advisors
Delaware
$511K +$141K +12,973 +38%
HI
120
Harbour Investments
Wisconsin
$477K +$131K +12,091 +38%
PCA
121
Peddock Capital Advisors
Massachusetts
$476K
BEI
122
Benjamin Edwards Inc
Missouri
$452K
CC
123
CF Capital
Massachusetts
$451K -$49.7K -4,589 -10%
RPA
124
Rock Point Advisors
Vermont
$436K
Cerity Partners
125
Cerity Partners
New York
$435K +$32.5K +3,000 +8%

NEA Hedge Fund Activity: Q2 2025 in Review

302 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2025, worth a combined $699M — down 16% from $832M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of NEA and 29 opened new positions — a net loss of 11 holders — while 77 trimmed existing stakes and 113 added.

The largest buyer was Rockefeller Capital Management, adding an estimated $6.72M. The largest seller was Karpus Investment Management, cutting an estimated $61M.

  • 302 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2025, down from 318 in Q1 2025.
  • Funds reported $699M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2025, down 16% quarter-over-quarter.
  • 29 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2025 and 40 closed out, a net change of -11 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2025 was Rockefeller Capital Management, an estimated $6.72M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2025 was Karpus Investment Management, an estimated $61M sold.

Based on aggregated 13F filings for Q2 2025.