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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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44 hedge funds and large institutions have $58.8M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

10% more funds holding

Funds holding: 40 → 44 (+4)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

2% less capital invested

Capital invested by funds: $59.7M → $58.8M (-$945K)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
+$372K
2
WTFG
Wells Trecaso Financial Group
Ohio
+$247K
3
VanEck Associates
VanEck Associates
New York
+$229K
4
RJT
Raymond James Trust
Florida
+$209K
5
WAM
Wolverine Asset Management
Illinois
+$164K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$2.12M
2
RJA
Raymond James & Associates
Florida
-$379K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$330K
4
Morgan Stanley
Morgan Stanley
New York
-$192K
5
RVPG
Relative Value Partners Group
-$179K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
26
American Institute for Advanced Investment Management
Arizona
$337K – – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$330K -$37.9K -2,572 -10%
Truist Financial
28
Truist Financial
North Carolina
$318K +$236 +16 +0.1%
HKAM
29
Horizon Kinetics Asset Management
New York
$317K – – –
SF
30
Synovus Financial
Georgia
$258K -$24.3K -1,649 -9%
WTFG
31
Wells Trecaso Financial Group
Ohio
$252K +$247K +16,778 New
Baird Financial Group
32
Baird Financial Group
Wisconsin
$219K – – –
RJT
33
Raymond James Trust
Florida
$213K +$209K +14,211 New
FFA
34
First Foundation Advisors
California
$191K – – –
WMA
35
Wealth Management Associates
New Jersey
$172K – – –
WAM
36
Wolverine Asset Management
Illinois
$166K +$164K +11,107 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$150K -$330K -22,391 -69%
Osaic Holdings
38
Osaic Holdings
Arizona
$92K +$74 +5 +0.1%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$81K +$486 +33 +0.6%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$57K – – –
SSB
41
Sandy Spring Bank
Maryland
$32K +$31.7K +2,153 New
CP
42
Castleview Partners
Texas
$26K +$25.8K +1,750 New
CFD
43
Creative Financial Designs
Indiana
$7K +$7.36K +500 New
Northern Trust
44
Northern Trust
Illinois
$2K -$58.9K -4,000 -25%
CWM
45
Cadence Wealth Management
Massachusetts
– -$160K -10,911 Closed
TWP
46
TFO Wealth Partners
Ohio
– -$44K -3,000 Closed
ANBT
47
American National Bank & Trust
Texas
– -$10K -680 Closed
1
2

NIQ Hedge Fund Activity: Q2 2021 in Review

44 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q2 2021, worth a combined $58.8M — down 1.6% from $59.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NIQ positions and 3 closed out — a net gain of 4 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $372K. The largest seller was Karpus Investment Management, cutting an estimated $2.12M.

  • 44 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q2 2021, up from 40 in Q1 2021.
  • Funds reported $58.8M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q2 2021, down 1.6% quarter-over-quarter.
  • 7 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q2 2021 and 3 closed out, a net change of +4 holders.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q2 2021 was Stratos Wealth Partners, an estimated $372K added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q2 2021 was Karpus Investment Management, an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2021.