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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 $48M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

5% less capital invested

Capital invested by funds: $50.6M → $48M (-$2.57M)

11% less funds holding

Funds holding: 45 → 40 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
40
Holders Change
-5
Holders Change %
-11.11%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.04M
2
GC
Guggenheim Capital
Illinois
+$552K
3
SPIA
Steward Partners Investment Advisory
New York
+$362K
4
SCA
Snowden Capital Advisors
New York
+$199K
5
LPL Financial
LPL Financial
California
+$181K

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$507K
2
RJT
Raymond James Trust
Florida
-$190K
3
MA
Mutual Advisors
Nebraska
-$166K
4
VanEck Associates
VanEck Associates
New York
-$164K
5
USCWA
U.S. Capital Wealth Advisors
Texas
-$163K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$249K -$5.28K -374 -2%
Truist Financial
27
Truist Financial
North Carolina
$247K – – –
WTFG
28
Wells Trecaso Financial Group
Ohio
$228K – – –
Baird Financial Group
29
Baird Financial Group
Wisconsin
$198K – – –
SCA
30
Snowden Capital Advisors
New York
$191K +$199K +14,087 New
RJA
31
Raymond James & Associates
Florida
$170K -$116K -8,206 -40%
CWM
32
Cadence Wealth Management
Massachusetts
$165K +$8.13K +576 +5%
WMA
33
Wealth Management Associates
New Jersey
$156K – – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$150K +$437 +31 +0.3%
Osaic Holdings
35
Osaic Holdings
Arizona
$112K +$198 +14 +0.2%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$94.2K – – –
BFEC
37
Benjamin F. Edwards & Company
Missouri
$51K – – –
CFD
38
Creative Financial Designs
Indiana
$3K +$3.53K +250 New
FIA
39
FNY Investment Advisers
New York
$1K +$1.41K +100 New
NDSI
40
Newman Dignan & Sheerar Inc
Rhode Island
$325 +$2.78K +197 +0.8%
CP
41
Castleview Partners
Texas
– -$1.75K -25,812 Closed
RJT
42
Raymond James Trust
Florida
– -$190K -12,890 Closed
Northern Trust
43
Northern Trust
Illinois
– -$2K -12,000 Closed
MA
44
Mutual Advisors
Nebraska
– -$166K -11,283 Closed
LP
45
Lloyd Park
Illinois
– -$148K -10,060 Closed
EVM
46
Eaton Vance Management
Massachusetts
– -$50K -3,400 Closed
SSB
47
Sandy Spring Bank
Maryland
– -$32K -2,153 Closed
SFM
48
Signet Financial Management
New Jersey
– -$6K -436 Closed
1
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NIQ Hedge Fund Activity: Q1 2022 in Review

40 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q1 2022, worth a combined $48M — down 5.1% from $50.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NIQ and 4 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was Morgan Stanley, adding an estimated $2.04M. The largest seller was Relative Value Partners Group, cutting an estimated $507K.

  • 40 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q1 2022, down from 45 in Q4 2021.
  • Funds reported $48M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q1 2022, down 5.1% quarter-over-quarter.
  • 4 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q1 2022 and 9 closed out, a net change of -5 holders.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q1 2022 was Morgan Stanley, an estimated $2.04M added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q1 2022 was Relative Value Partners Group, an estimated $507K sold.

Based on aggregated 13F filings for Q1 2022.