We are live on ! Find out more
NEA icon

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
TFA
176
Toth Financial Advisory
Virginia
$247K +$4.3K +370 +2%
SI
177
Stephens Inc
Arkansas
$247K -$161K -13,831 -39%
BCA
178
Bay Colony Advisors
Massachusetts
$246K -$158K -13,617 -38%
SFWA
179
Summit Financial Wealth Advisors
Louisiana
$244K -$23.3K -2,000 -9%
BF
180
BOK Financial
Oklahoma
$242K
SPC
181
Sigma Planning Corp
Michigan
$242K +$1.4K +120 +0.6%
HI
182
Harbour Investments
Wisconsin
$237K +$93.2K +8,009 +62%
PCM
183
Pointe Capital Management
Michigan
$237K -$11.7K -1,010 -5%
FAG
184
Fortitude Advisory Group
Washington
$228K
IWM
185
IHT Wealth Management
Illinois
$221K -$19.1K -1,644 -8%
SRC
186
Shufro Rose & Co
New York
$220K
PTC
187
Private Trust Company
Ohio
$217K -$46.1K -3,966 -17%
IAMOG
188
Investors Asset Management of Georgia
Georgia
$216K +$186 +16 +0.1%
Nomura Holdings
189
Nomura Holdings
Japan
$214K +$221K +19,000 New
VCP
190
Verus Capital Partners
Arizona
$214K +$221K +19,000 New
MWM
191
Melfa Wealth Management
Massachusetts
$214K
RWP
192
RWA Wealth Partners
Massachusetts
$211K
MA
193
Mezzasalma Advisors
New Jersey
$208K +$215K +18,478 New
MA
194
MBA Advisors
Pennsylvania
$208K
NA
195
Novus Advisors
South Carolina
$205K +$211K +18,163 New
BHWM
196
Bar Harbor Wealth Management
New Hampshire
$200K
MOS
197
MGO One Seven
Ohio
$198K -$9.25K -795 -4%
PA
198
PFG Advisors
Arizona
$195K -$43K -3,700 -18%
FS
199
Ferguson Shapiro
Georgia
$192K +$4.85K +417 +3%
MC
200
Moors & Cabot
Massachusetts
$189K -$4.06K -349 -2%