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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
M
126
MYeCFO
California
$580K -$34.9K -3,000 -6%
SWM
127
Spire Wealth Management
Virginia
$525K +$52.7K +4,531 +11%
PAG
128
Private Advisor Group
New Jersey
$510K -$479K -41,151 -48%
US Bancorp
129
US Bancorp
Minnesota
$502K +$21.5K +1,850 +4%
BF
130
bLong Financial
Tennessee
$500K +$516K +44,344 New
PCA
131
Peddock Capital Advisors
Massachusetts
$492K +$49K +4,211 +11%
RP
132
Riverbridge Partners
Minnesota
$475K -$1M -86,002 -67%
Northern Trust
133
Northern Trust
Illinois
$471K +$62K +5,333 +15%
BEI
134
Benjamin Edwards Inc
Missouri
$467K +$198K +16,991 +70%
TW
135
TrinityPoint Wealth
Connecticut
$458K +$628 +54 +0.1%
SFS
136
Sowell Financial Services
Arkansas
$452K +$466K +40,099 New
RPA
137
Rock Point Advisors
Vermont
$450K -$2.21K -190 -0.5%
WANY
138
Wealthspire Advisors (New York)
New York
$418K +$176K +15,144 +69%
NWMP
139
Noble Wealth Management PBC
Colorado
$390K +$402K +34,600 New
RIA
140
Realta Investment Advisors
Delaware
$387K
Comerica Bank
141
Comerica Bank
Texas
$381K -$55.7K -4,788 -12%
GEA
142
Glen Eagle Advisors
New Jersey
$375K +$5.7K +490 +1%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$372K +$12.6K +1,085 +3%
MFA
144
Mayflower Financial Advisors
Massachusetts
$369K
HAM
145
Harmony Asset Management
Arizona
$352K +$190K +16,300 +109%
PAS
146
Park Avenue Securities
New York
$347K -$2.24M -192,337 -86%
MSAM
147
Moloney Securities Asset Management
Missouri
$338K +$42.8K +3,684 +14%
VVP
148
Venture Visionary Partners
Ohio
$337K
FCM
149
Family Capital Management
Michigan
$332K
SP
150
Successful Portfolios
Florida
$328K