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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
DWM
126
Drive Wealth Management
Utah
$372K -$36.7K -3,290 -9%
LJAC
127
L.J. Altfest & Co
New York
$369K +$123 +11 +0%
KPWS
128
Kestra Private Wealth Services
Texas
$365K -$5.19K -465 -1%
SP
129
Successful Portfolios
Florida
$361K -$39.5K -3,541 -10%
CIAS
130
Capital Investment Advisory Services
North Carolina
$345K -$7.41K -664 -2%
IWC
131
Integrated Wealth Concepts
Massachusetts
$345K +$217K +19,421 +168%
GLA
132
Good Life Advisors
Pennsylvania
$329K +$19.1K +1,714 +6%
WAM
133
Wolverine Asset Management
Illinois
$329K +$331K +29,630 New
FCM
134
Family Capital Management
Michigan
$327K
CNBTD
135
Citizens National Bank Trust Department
Mississippi
$322K -$44.7K -4,000 -12%
LA
136
LexAurum Advisors
Kansas
$322K +$16.7K +1,500 +5%
BWA
137
BDO Wealth Advisors
Florida
$319K -$107K -9,552 -25%
WS
138
Wedbush Securities
California
$319K +$3.19K +286 +1%
PCM
139
Pointe Capital Management
Michigan
$316K
MA
140
MBA Advisors
Pennsylvania
$310K
IWM
141
IHT Wealth Management
Illinois
$307K -$3.83K -343 -1%
AllianceBernstein
142
AllianceBernstein
Tennessee
$305K
MIM
143
Meixler Investment Management
Arizona
$304K -$50.8K -4,549 -14%
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$300K -$23.5K -2,107 -7%
VAG
145
VisionPoint Advisory Group
Texas
$294K +$31.2K +2,795 +12%
FFA
146
First Foundation Advisors
California
$285K
SIA
147
SkyView Investment Advisors
New Jersey
$278K +$279K +25,000 New
WT
148
Whittier Trust
California
$278K -$28.8K -2,582 -9%
CP
149
Camelot Portfolios
Ohio
$276K +$28.3K +2,531 +11%
HCM
150
Hollencrest Capital Management
California
$272K