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NEV

NUVEEN ENHANCED MUNICIPAL VALUE FUND
NEV

Delisted

NEV was delisted on the 3rd of June, 2022.

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50 hedge funds and large institutions have $72.8M invested in NUVEEN ENHANCED MUNICIPAL VALUE FUND in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

36% more capital invested

Capital invested by funds: $53.7M → $72.8M (+$19.1M)

14% more funds holding

Funds holding: 44 → 50 (+6)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

Holders
50
Holders Change
+6
Holders Change %
+13.64%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
15
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DADC
D.A. Davidson & Co
Montana
+$410K
2
Creative Planning
Creative Planning
Kansas
+$398K
3
UBS Group
UBS Group
Switzerland
+$249K
4
TC
Telemus Capital
Michigan
+$209K
5
SWP
Stratos Wealth Partners
Ohio
+$168K

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$2.17M
2
GC
Guggenheim Capital
Illinois
-$860K
3
Invesco
Invesco
Georgia
-$673K
4
Cohen & Steers
Cohen & Steers
New York
-$485K
5
AWM
Apollon Wealth Management
South Carolina
-$187K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$369K – – –
LPL Financial
27
LPL Financial
California
$341K -$37K -2,300 -10%
HCM
28
Hollencrest Capital Management
California
$317K -$60K -3,735 -16%
NA
29
NewEdge Advisors
Louisiana
$313K +$611 +38 +0.2%
CAN
30
Cetera Advisor Networks
California
$271K +$450 +28 +0.2%
IWA
31
IBEX Wealth Advisors
New Jersey
$270K – – –
TC
32
Telemus Capital
Michigan
$218K +$209K +13,000 New
FWM
33
Fairhaven Wealth Management
Illinois
$207K – – –
MA
34
Mutual Advisors
Nebraska
$192K +$755 +47 +0.4%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$182K – – –
SWP
36
Stratos Wealth Partners
Ohio
$176K +$168K +10,460 New
SA
37
Strategic Advisors
New York
$167K +$161K +10,000 New
SWM
38
Spire Wealth Management
Virginia
$139K +$133K +8,271 New
HI
39
Harbour Investments
Wisconsin
$117K +$112K +7,000 New
Bessemer Group
40
Bessemer Group
New Jersey
$84K +$80.3K +5,000 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$81K – – –
SFS
42
Sowell Financial Services
Arkansas
$69K – – –
US Bancorp
43
US Bancorp
Minnesota
$57K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$55K +$28.9K +1,800 +120%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$50K +$48.4K +3,009 New
BFEC
46
Benjamin F. Edwards & Company
Missouri
$42K +$129 +8 +0.3%
OC
47
Oakworth Capital
Alabama
$34K – – –
HIA
48
Harbor Investment Advisory
Maryland
$8K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
RG
50
Retirement Group
California
$2K – – –
1
2
3

NEV Hedge Fund Activity: Q1 2021 in Review

50 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) for Q1 2021, worth a combined $72.8M — up 36% from $53.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NEV positions and 4 closed out — a net gain of 6 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was D.A. Davidson & Co, adding an estimated $410K. The largest seller was Kestra Advisory Services, cutting an estimated $2.17M.

  • 50 institutional investors held NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) as of Q1 2021, up from 44 in Q4 2020.
  • Funds reported $72.8M of NUVEEN ENHANCED MUNICIPAL VALUE FUND stock for Q1 2021, up 36% quarter-over-quarter.
  • 10 funds opened new NUVEEN ENHANCED MUNICIPAL VALUE FUND positions in Q1 2021 and 4 closed out, a net change of +6 holders.
  • The largest NUVEEN ENHANCED MUNICIPAL VALUE FUND buyer in Q1 2021 was D.A. Davidson & Co, an estimated $410K added.
  • The largest NUVEEN ENHANCED MUNICIPAL VALUE FUND seller in Q1 2021 was Kestra Advisory Services, an estimated $2.17M sold.

Based on aggregated 13F filings for Q1 2021.