NEA icon

Nuveen AMT-Free Quality Municipal Income Fund

281 hedge funds and large institutions have $654M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 102 increasing their positions, 79 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $699M → $654M (-$44.4M)

39% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 31

Holders
281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
176
Summit Financial Wealth Advisors
Louisiana
$210K
BCA
177
Bay Colony Advisors
Massachusetts
$206K
MA
178
Mezzasalma Advisors
New Jersey
$203K
BHWM
179
Bar Harbor Wealth Management
New Hampshire
$202K
AWM
180
AE Wealth Management
Kansas
$198K
BIA
181
Barry Investment Advisors
Massachusetts
$198K
EW
182
Element Wealth
Mississippi
$197K
LJAC
183
L.J. Altfest & Co
New York
$197K
HH
184
Hilltop Holdings
Texas
$193K
SFG
185
Sovereign Financial Group
Connecticut
$185K
SIC
186
Salem Investment Counselors
North Carolina
$184K
DADC
187
D.A. Davidson & Co
Montana
$182K
AWM
188
Apollon Wealth Management
South Carolina
$180K
RA
189
RFG Advisory
Alabama
$179K
SS
190
Sunbelt Securities
Texas
$172K
AR
191
Apeiron RIA
Texas
$169K
IWC
192
Integrated Wealth Concepts
Massachusetts
$168K
RIL
193
Rothschild Investment LLC
Illinois
$165K
WANY
194
Wealthspire Advisors (New York)
New York
$163K
WIA
195
World Investment Advisors
California
$162K
MOS
196
MGO One Seven
Ohio
$161K
CRC
197
Curi RMB Capital
Illinois
$161K
AA
198
Ancora Advisors
Ohio
$161K
PGF
199
Plan Group Financial
Oklahoma
$155K
ATPW
200
Ashton Thomas Private Wealth
Arizona
$154K