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Nuveen AMT-Free Quality Municipal Income Fund

305 hedge funds and large institutions have $783M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% more funds holding

Funds holding: 300305 (+5)

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

0.69% more ownership

Funds ownership: 21.62%22.3% (+0.69%)

8% less capital invested

Capital invested by funds: $849M → $783M (-$65.8M)

Holders
305
Holders Change
+5
Holders Change %
+1.67%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
47
Increased
85
Reduced
82
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Choate Investment Advisors
Massachusetts
$250K
WKWM
152
Walter & Keenan Wealth Management
Indiana
$246K
Financial Engines Advisors
153
Financial Engines Advisors
California
$244K
GVAG
154
Great Valley Advisor Group
Delaware
$243K +$252K +20,660 New
AWM
155
Apollon Wealth Management
South Carolina
$242K
BS
156
Boenning & Scattergood
Pennsylvania
$237K
Nomura Holdings
157
Nomura Holdings
Japan
$237K +$244K +20,000 New
FCH
158
Freestone Capital Holdings
Washington
$235K
SI
159
Stephens Inc
Arkansas
$234K -$3.84K -315 -2%
SCA
160
Snowden Capital Advisors
New York
$225K -$264K -21,686 -53%
IAMOG
161
Investors Asset Management of Georgia
Georgia
$224K +$85 +7 +0%
WWA
162
WCG Wealth Advisors
Nevada
$221K +$230K +18,850 New
TF
163
TIAA FSB
Florida
$220K +$228K +18,692 New
PMG
164
ProVise Management Group
Florida
$219K +$6.55K +538 +3%
KPW
165
Kore Private Wealth
New York
$219K +$227K +18,624 New
VAG
166
VisionPoint Advisory Group
Texas
$212K +$19.8K +1,622 +11%
RA
167
RFG Advisory
Alabama
$212K +$205K +16,857 New
BHWM
168
Bar Harbor Wealth Management
New Hampshire
$208K
DAS
169
Dynamic Advisor Solutions
Arizona
$206K -$53.1K -4,357 -20%
SSB
170
Sandy Spring Bank
Maryland
$206K
WCM
171
WealthBridge Capital Management
Ohio
$205K -$67K -5,502 -24%
CT
172
Caldwell Trust
Florida
$195K
WMS
173
Wealth Management Solutions
Pennsylvania
$192K
AA
174
Ancora Advisors
Ohio
$187K
FAG
175
Fortitude Advisory Group
Washington
$186K