We are live on ! Find out more
NEA icon

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
PWP
201
Private Wealth Partners
California
$139K -$44.7K -4,000 -24%
ICG
202
InterOcean Capital Group
Tennessee
$139K
WMA
203
Wealth Management Associates
New Jersey
$139K
LFA
204
Lauterbach Financial Advisors
Texas
$136K
NSIM
205
North Star Investment Management
Illinois
$135K
DAS
206
Dynamic Advisor Solutions
Arizona
$134K +$3.92K +351 +3%
Lido Advisors
207
Lido Advisors
California
$133K +$134K +11,988 New
SCA
208
SMH Capital Advisors
Texas
$130K -$949 -85 -0.7%
AWA
209
Acorn Wealth Advisors
Michigan
$130K +$726 +65 +0.6%
S
210
SignatureFD
Georgia
$130K
PA
211
PFG Advisors
Arizona
$129K +$11.2K +1,000 +9%
WQ
212
Wealth Quarterback
New Jersey
$128K +$793 +71 +0.6%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$127K -$1.66M -148,612 -81%
IIM
214
InTrack Investment Management
Vermont
$127K +$128K +11,500 New
ICMP
215
Integrated Capital Management (Pennsylvania)
Pennsylvania
$126K +$219K +19,620 New
BJL
216
Brighton Jones LLC
Washington
$124K +$770 +69 +0.6%
AAS
217
Avantax Advisory Services
Texas
$124K +$125K +11,175 New
SBIA
218
Sheaff Brock Investment Advisors
Indiana
$124K
CCFM
219
Clear Creek Financial Management
Washington
$123K
CYG
220
Clean Yield Group
Vermont
$122K
OAM
221
Occidental Asset Management
California
$122K +$9.32K +835 +8%
SA
222
Strategic Advisors
New York
$121K
CW
223
CreativeOne Wealth
Kansas
$120K +$120K +10,784 New
CIC
224
Cutler Investment Counsel
Oregon
$120K
Nomura Holdings
225
Nomura Holdings
Japan
$119K +$119K +10,700 New