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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
FAM
151
Family Asset Management
South Carolina
$272K +$1.7K +152 +0.6%
MOS
152
MGO One Seven
Ohio
$267K +$18.6K +1,670 +7%
BFEC
153
Benjamin F. Edwards & Company
Missouri
$264K
Luther King Capital Management (LKCM)
154
Luther King Capital Management (LKCM)
Texas
$262K
AF
155
Allworth Financial
California
$262K
AWM
156
Aberdeen Wealth Management
Illinois
$262K
CA
157
Cetera Advisors
Colorado
$252K -$139K -12,430 -35%
SCA
158
Snowden Capital Advisors
New York
$248K
FM
159
Family Management
New York
$248K -$1.23M -110,440 -83%
CFG
160
Carr Financial Group
Massachusetts
$246K -$96.3K -8,629 -28%
SIA
161
Schechter Investment Advisors
Michigan
$246K +$247K +22,084 New
HVIA
162
Hudson Valley Investment Advisors
New York
$245K
WANY
163
Wealthspire Advisors (New York)
New York
$240K
LMKC
164
L.M. Kohn & Company
Ohio
$238K
Citadel Advisors
165
Citadel Advisors
Florida
$236K +$237K +21,192 New
US Bancorp
166
US Bancorp
Minnesota
$236K -$46.1K -4,132 -16%
BRWA
167
B. Riley Wealth Advisors
Florida
$230K
VF
168
Virtu Financial
New York
$228K -$140K -12,583 -38%
Cerity Partners
169
Cerity Partners
New York
$223K +$225K +20,134 New
Financial Engines Advisors
170
Financial Engines Advisors
California
$223K
ACA
171
Ackerman Capital Advisors
Texas
$220K +$221K +19,823 New
IAMOG
172
Investors Asset Management of Georgia
Georgia
$212K +$45 +4 +0%
WAOTB
173
Wealth Advisors of Tampa Bay
Florida
$211K
CIA
174
Choate Investment Advisors
Massachusetts
$204K -$32.8K -2,934 -14%
GVAG
175
Great Valley Advisor Group
Delaware
$199K -$14.6K -1,304 -7%