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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
LJAC
201
L.J. Altfest & Co
New York
$189K -$193K -16,561 -50%
SQA
202
Simon Quick Advisors
New Jersey
$187K +$10.8K +932 +6%
MAM
203
Milestone Asset Management
Pennsylvania
$186K -$4.58M -393,818 -96%
AWM
204
AE Wealth Management
Kansas
$184K
CTC
205
Central Trust Company
Missouri
$184K
IWC
206
Integrated Wealth Concepts
Massachusetts
$179K
DADC
207
D.A. Davidson & Co
Montana
$179K +$13.6K +1,171 +8%
AWM
208
Apollon Wealth Management
South Carolina
$178K +$55.9K +4,803 +44%
KWA
209
Kingswood Wealth Advisors
California
$178K +$184K +15,777 New
AA
210
Ancora Advisors
Ohio
$174K
LA
211
Legacy Advisors
Pennsylvania
$173K +$179K +15,364 New
SAM
212
Seelaus Asset Management
New Jersey
$172K
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$171K +$2.35K +202 +1%
SFG
214
Sovereign Financial Group
Connecticut
$170K +$6.14K +528 +4%
AR
215
Apeiron RIA
Texas
$167K
HH
216
Hilltop Holdings
Texas
$167K
FFA
217
First Foundation Advisors
California
$166K +$16.2K +1,395 +10%
VCM
218
Vivaldi Capital Management
Illinois
$166K -$14K -1,200 -8%
KCIC
219
Kuhn & Co Investment Counsel
Illinois
$165K
EWA
220
EP Wealth Advisors
California
$165K +$170K +14,655 New
LWA
221
LifeGoal Wealth Advisors
New York
$164K +$169K +14,522 New
SWM
222
Seed Wealth Management
Illinois
$164K
OAM
223
Occidental Asset Management
California
$158K -$465 -40 -0.3%
UWP
224
Uniting Wealth Partners
Kansas
$154K +$159K +13,629 New
PCM
225
Permanent Capital Management
Illinois
$153K +$158K +13,591 New