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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
Financial Engines Advisors
151
Financial Engines Advisors
California
$325K +$92.9K +7,983 +38%
CAM
152
Concorde Asset Management
Michigan
$315K +$325K +27,906 New
CA
153
CoreCap Advisors
Michigan
$315K -$20.5K -1,765 -6%
AllianceBernstein
154
AllianceBernstein
Tennessee
$309K
ASN
155
Advisory Services Network
Georgia
$305K +$87.6K +7,534 +39%
IFG
156
Independent Financial Group
California
$304K +$5.91K +508 +2%
KeyBank National Association
157
KeyBank National Association
Ohio
$303K
AAS
158
Avantax Advisory Services
Texas
$299K -$108K -9,268 -26%
EW
159
Element Wealth
Mississippi
$286K -$109K -9,373 -27%
P
160
&Partners
Tennessee
$283K +$139K +11,972 +94%
JSW
161
Journey Strategic Wealth
New Jersey
$280K +$289K +24,823 New
Cerity Partners
162
Cerity Partners
New York
$280K +$123K +10,538 +74%
MAM
163
Mystic Asset Management
Rhode Island
$278K +$287K +24,666 New
First Trust Advisors
164
First Trust Advisors
Illinois
$278K -$28.9K -2,481 -9%
AWA
165
Arete Wealth Advisors
Illinois
$271K -$78.7K -6,766 -22%
HVIA
166
Hudson Valley Investment Advisors
New York
$269K
Luther King Capital Management (LKCM)
167
Luther King Capital Management (LKCM)
Texas
$266K
AWM
168
Aberdeen Wealth Management
Illinois
$266K +$274K +23,554 New
SIA
169
Schechter Investment Advisors
Michigan
$262K -$1.72K -148 -0.6%
Focus Partners Wealth
170
Focus Partners Wealth
Massachusetts
$259K +$86.9K +7,470 +48%
LCM
171
Leisure Capital Management
California
$254K
GLA
172
Good Life Advisors
Pennsylvania
$253K -$4.69K -403 -2%
CIA
173
Concurrent Investment Advisors
Florida
$251K +$1.08K +93 +0.4%
FFA
174
Founders Financial Alliance
North Carolina
$250K +$73.5K +6,317 +40%
MML Investors Services
175
MML Investors Services
Massachusetts
$249K -$40.1K -3,450 -14%