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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
SFC
176
Strategic Financial Concepts
Texas
$199K +$200K +17,886 New
HI
177
Harbour Investments
Wisconsin
$197K -$71.8K -6,432 -27%
BHWM
178
Bar Harbor Wealth Management
New Hampshire
$197K
WFM
179
Wolff Financial Management
Michigan
$193K +$1.95K +175 +1%
DWM
180
Destination Wealth Management
California
$188K
CT
181
Caldwell Trust
Florida
$184K
WMS
182
Wealth Management Solutions
Pennsylvania
$182K
DADC
183
D.A. Davidson & Co
Montana
$181K +$7.24K +648 +4%
FAG
184
Fortitude Advisory Group
Washington
$176K
VCM
185
Vivaldi Capital Management
Illinois
$173K +$29K +2,600 +20%
AA
186
Ancora Advisors
Ohio
$172K
AR
187
Apeiron RIA
Texas
$168K +$22 +2 +0%
WDL
188
Well Done LLC
Michigan
$157K
CRC
189
Curi RMB Capital
Illinois
$156K
JP Morgan Chase
190
JP Morgan Chase
New York
$156K +$156K +14,012 New
SWM
191
SeaCrest Wealth Management
New York
$155K +$413 +37 +0.3%
USCWA
192
U.S. Capital Wealth Advisors
Texas
$153K +$134 +12 +0.1%
CB
193
Commerce Bank
Missouri
$152K +$14.6K +1,310 +11%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$148K -$5.11K -458 -3%
GWSG
195
GPS Wealth Strategies Group
Colorado
$147K -$23.9K -2,140 -14%
CFGSD
196
Compass Financial Group (South Dakota)
South Dakota
$146K +$413 +37 +0.3%
WWM
197
Western Wealth Management
Colorado
$146K
SVWAG
198
Sound View Wealth Advisors Group
Georgia
$145K +$15K +1,345 +11%
OHWP
199
Oak Harbor Wealth Partners
North Carolina
$143K +$22 +2 +0%
WKWM
200
Walter & Keenan Wealth Management
Indiana
$141K -$48K -4,300 -25%