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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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41 hedge funds and large institutions have $53.6M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 44 → 41 (-3)

9% less capital invested

Capital invested by funds: $58.8M → $53.6M (-$5.24M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$495K
2
MA
Mutual Advisors
Nebraska
+$168K
3
Stifel Financial
Stifel Financial
Missouri
+$166K
4
SWP
Stratos Wealth Partners
Ohio
+$164K
5
CWM
Cadence Wealth Management
Massachusetts
+$163K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$1.09M
2
1CP
1607 Capital Partners
Virginia
-$964K
3
Wells Fargo
Wells Fargo
California
-$849K
4
RJA
Raymond James & Associates
Florida
-$523K
5
Citigroup
Citigroup
New York
-$351K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$316K -$6.68K -448 -2%
HKAM
27
Horizon Kinetics Asset Management
New York
$310K – – –
Truist Financial
28
Truist Financial
North Carolina
$267K -$44.8K -3,000 -14%
WTFG
29
Wells Trecaso Financial Group
Ohio
$246K – – –
Baird Financial Group
30
Baird Financial Group
Wisconsin
$215K – – –
RJT
31
Raymond James Trust
Florida
$189K -$19.7K -1,321 -9%
FFA
32
First Foundation Advisors
California
$169K -$18.5K -1,243 -10%
WMA
33
Wealth Management Associates
New Jersey
$169K – – –
MA
34
Mutual Advisors
Nebraska
$166K +$168K +11,283 New
CWM
35
Cadence Wealth Management
Massachusetts
$160K +$163K +10,907 New
Osaic Holdings
36
Osaic Holdings
Arizona
$121K +$30K +2,011 +32%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$102K +$104K +6,946 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$80K +$492 +33 +0.6%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$55K – – –
SSB
40
Sandy Spring Bank
Maryland
$32K – – –
Northern Trust
41
Northern Trust
Illinois
$2K – – –
KIM
42
Karpus Investment Management
New York
– -$1.09M -72,966 Closed
Citigroup
43
Citigroup
New York
– -$351K -23,433 Closed
SF
44
Synovus Financial
Georgia
– -$258K -17,270 Closed
WAM
45
Wolverine Asset Management
Illinois
– -$166K -11,107 Closed
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
– -$150K -10,084 Closed
CFD
47
Creative Financial Designs
Indiana
– -$7K -500 Closed
1
2

NIQ Hedge Fund Activity: Q3 2021 in Review

41 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q3 2021, worth a combined $53.6M — down 8.9% from $58.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NIQ and 5 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 11 added.

The largest buyer was Creative Planning, opening a new position worth an estimated $495K. The largest seller was Karpus Investment Management, exiting entirely with an estimated $1.09M sold.

  • 41 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q3 2021, down from 44 in Q2 2021.
  • Funds reported $53.6M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q3 2021, down 8.9% quarter-over-quarter.
  • 5 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q3 2021 and 6 closed out, a net change of -1 holder.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q3 2021 was Creative Planning, an estimated $495K added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q3 2021 was Karpus Investment Management, an estimated $1.09M sold.

Based on aggregated 13F filings for Q3 2021.