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Nuveen AMT-Free Quality Municipal Income Fund

288 hedge funds and large institutions have $957M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 67 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 67

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less funds holding

Funds holding: 290288 (-2)

0.8% less ownership

Funds ownership: 21.89%21.09% (-0.8%)

7% less capital invested

Capital invested by funds: $1.03B → $957M (-$71.1M)

Holders
288
Holders Change
-2
Holders Change %
-0.69%
% of All Funds
5.04%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
30
Increased
88
Reduced
67
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Choate Investment Advisors
Massachusetts
$324K
SW
152
SVB Wealth
Massachusetts
$318K
WKWM
153
Walter & Keenan Wealth Management
Indiana
$318K
KPWS
154
Kestra Private Wealth Services
Texas
$313K
SFG
155
SevenBridge Financial Group
Pennsylvania
$307K
USCWA
156
U.S. Capital Wealth Advisors
Texas
$305K +$317K +20,080 New
WMA
157
Wealth Management Associates
New Jersey
$304K +$1.31K +83 +0.4%
AWM
158
Altavista Wealth Management
North Carolina
$304K
FCH
159
Freestone Capital Holdings
Washington
$303K
RFC
160
Regions Financial Corp
Alabama
$302K
WSTAM
161
Wilbanks Smith & Thomas Asset Management
Virginia
$301K +$314K +19,844 New
CBTWT
162
Community Bank & Trust (Waco, Texas)
Texas
$296K
PMG
163
ProVise Management Group
Florida
$291K
BRWA
164
B. Riley Wealth Advisors
Florida
$291K +$297K +18,784 New
IAMOG
165
Investors Asset Management of Georgia
Georgia
$289K +$95 +6 +0%
AIA
166
Armor Investment Advisors
North Carolina
$275K
PWP
167
Private Wealth Partners
California
$275K +$286K +18,073 New
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$270K -$545K -34,462 -66%
SSB
169
Sandy Spring Bank
Maryland
$266K
BFA
170
Beaumont Financial Advisors
Massachusetts
$264K +$60K +3,800 +28%
IWN
171
Independent Wealth Network
Iowa
$260K +$268K +16,967 New
BS
172
Boenning & Scattergood
Pennsylvania
$255K +$266K +16,807 New
BHWM
173
Bar Harbor Wealth Management
New Hampshire
$250K
WP
174
WealthShield Partners
North Carolina
$249K
LFAS
175
Level Four Advisory Services
Texas
$244K