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Nuveen AMT-Free Quality Municipal Income Fund

292 hedge funds and large institutions have $640M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 104 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 30

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

33% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 78

2% more funds holding

Funds holding: 285292 (+7)

2% less capital invested

Capital invested by funds: $655M → $640M (-$15.3M)

1.17% less ownership

Funds ownership: 19.58%18.4% (-1.2%)

Holders
292
Holders Change
+7
Holders Change %
+2.46%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
42
Increased
104
Reduced
78
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
126
Sowell Financial Services
Arkansas
$463K -$114K -9,942 -20%
MML Investors Services
127
MML Investors Services
Massachusetts
$450K +$66.1K +5,742 +17%
FFA
128
Farther Finance Advisors
California
$441K +$173K +15,023 +66%
WJWM
129
Williams Jones Wealth Management
New York
$430K -$139K -12,093 -25%
EIPL
130
Essential Investment Partners LLC
Colorado
$401K +$397K +34,500 New
IFG
131
Independent Financial Group
California
$398K +$61.8K +5,373 +19%
RPA
132
Rock Point Advisors
Vermont
$396K -$44.9K -3,900 -10%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$395K +$391K +33,984 New
CBA
134
Coastal Bridge Advisors
Connecticut
$381K +$610 +53 +0.2%
MFA
135
Mayflower Financial Advisors
Massachusetts
$380K
EPW
136
Evolve Private Wealth
California
$379K +$375K +32,600 New
SP
137
Successful Portfolios
Florida
$370K +$23K +2,000 +7%
MAM
138
Mystic Asset Management
Rhode Island
$368K
SA
139
Sanctuary Advisors
Indiana
$351K -$4.78K -415 -1%
Financial Engines Advisors
140
Financial Engines Advisors
California
$335K
CPL
141
Capital & Planning LLC
Georgia
$326K -$1.13M -98,245 -78%
BAM
142
Belpointe Asset Management
Nevada
$324K
AllianceBernstein
143
AllianceBernstein
Tennessee
$319K
AFG
144
Artesa Financial Group
Texas
$315K +$312K +27,093 New
FAG
145
Fortitude Advisory Group
Washington
$315K
AF
146
Allworth Financial
California
$315K +$36.2K +3,144 +13%
SF
147
Summit Financial
New Jersey
$313K +$52.6K +4,573 +20%
VAG
148
VisionPoint Advisory Group
Texas
$311K +$53.7K +4,664 +21%
CJ
149
Caitlin John
Michigan
$309K -$48.3K -4,200 -14%
US Bancorp
150
US Bancorp
Minnesota
$304K