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NIQ

NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND

Delisted

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

44 hedge funds and large institutions have $53.2M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4444 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

4% less capital invested

Capital invested by funds: $55.5M → $53.2M (-$2.31M)

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
9
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$324K
NDSI
27
Newman Dignan & Sheerar Inc
Rhode Island
$316K +$2.19K +173 +0.7%
Wells Fargo
28
Wells Fargo
California
$296K -$5.66K -448 -2%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$294K +$82.5K +6,530 +40%
AW
30
Atlas Wealth
Ohio
$231K -$69.3K -5,485 -23%
WTFG
31
Wells Trecaso Financial Group
Ohio
$214K
SPIA
32
Steward Partners Investment Advisory
New York
$205K -$127K -10,018 -38%
SWP
33
Stratos Wealth Partners
Ohio
$195K -$46.7K -3,700 -20%
SCA
34
Snowden Capital Advisors
New York
$180K
Truist Financial
35
Truist Financial
North Carolina
$166K
LB
36
Leo Brokerage
Texas
$153K +$152K +12,000 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$146K +$354 +28 +0.2%
PFA
38
Pathway Financial Advisers
Indiana
$77.1K -$18K -1,425 -19%
Osaic Holdings
39
Osaic Holdings
Arizona
$57.5K
TIM
40
Tortoise Investment Management
New York
$35.5K -$604K -47,788 -95%
NA
41
NewEdge Advisors
Louisiana
$5.04K
JP Morgan Chase
42
JP Morgan Chase
New York
$5K +$4.71K +373 New
FIA
43
FNY Investment Advisers
New York
$1K +$1.26K +100 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$214 +$227 +18 +0.1%
Allspring Global Investments
45
Allspring Global Investments
North Carolina
-$4.21M -336,745 Closed
KIM
46
Karpus Investment Management
New York
-$3.2M -256,046 Closed
IA
47
Icon Advisers
Colorado
-$1.75M -140,017 Closed
RCM
48
Rivernorth Capital Management
Florida
-$1.14M -91,286 Closed
CHAM
49
Clear Harbor Asset Management
Connecticut
-$869K -69,590 Closed
SIA
50
Sit Investment Associates
Minnesota
-$407K -32,574 Closed

NIQ Hedge Fund Activity: Q1 2023 in Review

44 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q1 2023, worth a combined $53.2M — down 4.2% from $55.5M a quarter earlier.

Fund positioning in NIQ was balanced in Q1 2023: 8 funds opened new positions, 8 closed out, 9 added to existing stakes and 18 trimmed.

The largest buyer was Almitas Capital, adding an estimated $4.67M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $4.21M sold.

  • 44 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $53.2M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q1 2023, down 4.2% quarter-over-quarter.
  • 8 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q1 2023 and 8 closed out, a net change of 0 holders.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q1 2023 was Almitas Capital, an estimated $4.67M added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q1 2023 was Allspring Global Investments, an estimated $4.21M sold.

Based on aggregated 13F filings for Q1 2023.