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NIQ

NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND
NIQ

Delisted

NIQ was delisted on the 23rd of June, 2023.

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40 hedge funds and large institutions have $59.7M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

0% more funds holding

Funds holding: 40 → 40 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

3% less capital invested

Capital invested by funds: $61.7M → $59.7M (-$1.97M)

Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.06M
2
RVPG
Relative Value Partners Group
+$954K
3
Northern Trust
Northern Trust
Illinois
+$232K
4
GC
Guggenheim Capital
Illinois
+$204K
5
Bank of America
Bank of America
North Carolina
+$172K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$2.72M
2
RJA
Raymond James & Associates
Florida
-$580K
3
Morgan Stanley
Morgan Stanley
New York
-$486K
4
IAP
Indie Asset Partners
Indiana
-$265K
5
Stifel Financial
Stifel Financial
Missouri
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
26
Newman Dignan & Sheerar Inc
Rhode Island
$339K +$2.7K +186 +0.8%
AIFAIM
27
American Institute for Advanced Investment Management
Arizona
$330K – – –
HKAM
28
Horizon Kinetics Asset Management
New York
$310K – – –
Truist Financial
29
Truist Financial
North Carolina
$310K +$218 +15 +0.1%
SF
30
Synovus Financial
Georgia
$276K +$363 +25 +0.1%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$214K – – –
FFA
32
First Foundation Advisors
California
$187K – – –
WMA
33
Wealth Management Associates
New Jersey
$169K – – –
CWM
34
Cadence Wealth Management
Massachusetts
$160K +$158K +10,911 New
Osaic Holdings
35
Osaic Holdings
Arizona
$91K +$9.95K +686 +12%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$79K +$305 +21 +0.4%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$55K +$131 +9 +0.2%
TWP
38
TFO Wealth Partners
Ohio
$44K +$43.5K +3,000 New
ANBT
39
American National Bank & Trust
Texas
$10K – – –
Northern Trust
40
Northern Trust
Illinois
$2K +$232K +16,000 New
IAP
41
Indie Asset Partners
Indiana
– -$265K -18,000 Closed
PCP
42
Proficio Capital Partners
Massachusetts
– -$173K -11,720 Closed
PFO
43
Pathstone Family Office
New Jersey
– -$37K -2,500 Closed
1
2

NIQ Hedge Fund Activity: Q1 2021 in Review

40 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q1 2021, worth a combined $59.7M — down 3.2% from $61.7M a quarter earlier.

Fund positioning in NIQ was balanced in Q1 2021: 3 funds opened new positions, 3 closed out, 17 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.06M. The largest seller was Karpus Investment Management, cutting an estimated $2.72M.

  • 40 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $59.7M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q1 2021, down 3.2% quarter-over-quarter.
  • 3 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q1 2021 and 3 closed out, a net change of 0 holders.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q1 2021 was Wells Fargo, an estimated $1.06M added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q1 2021 was Karpus Investment Management, an estimated $2.72M sold.

Based on aggregated 13F filings for Q1 2021.