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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 $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: 4044 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$12.2M -$179K -12,179 -1%
HighTower Advisors
2
HighTower Advisors
Illinois
$8.57M +$108K +7,313 +1%
Morgan Stanley
3
Morgan Stanley
New York
$7.9M -$192K -13,061 -2%
Wells Fargo
4
Wells Fargo
California
$7.23M -$12.3K -835 -0.2%
Bank of America
5
Bank of America
North Carolina
$3.1M -$106K -7,192 -3%
1CP
6
1607 Capital Partners
Virginia
$2.06M -$169K -11,500 -8%
RJA
7
Raymond James & Associates
Florida
$1.79M -$379K -25,765 -18%
UR
8
USCA RIA
Texas
$1.21M
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.2M +$11K +748 +0.9%
KIM
10
Karpus Investment Management
New York
$1.09M -$2.12M -143,798 -66%
UBS Group
11
UBS Group
Switzerland
$1M +$154K +10,482 +19%
VanEck Associates
12
VanEck Associates
New York
$919K +$229K +15,532 +34%
TIM
13
Tortoise Investment Management
New York
$861K -$117K -7,930 -12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$790K +$23.3K +1,583 +3%
Stifel Financial
15
Stifel Financial
Missouri
$758K -$23.9K -1,622 -3%
IWC
16
Integrated Wealth Concepts
Massachusetts
$732K +$17.1K +1,162 +2%
GC
17
Guggenheim Capital
Illinois
$689K -$12K -818 -2%
GIP
18
Greatmark Investment Partners
Georgia
$530K
LPL Financial
19
LPL Financial
California
$522K +$44.2K +3,000 +9%
CHAM
20
Clear Harbor Asset Management
Connecticut
$514K +$294 +20 +0.1%
CAN
21
Cetera Advisor Networks
California
$428K
First Trust Advisors
22
First Trust Advisors
Illinois
$425K +$22.6K +1,533 +6%
SWP
23
Stratos Wealth Partners
Ohio
$379K +$372K +25,300 New
Citigroup
24
Citigroup
New York
$351K +$1.24K +84 +0.4%
NDSI
25
Newman Dignan & Sheerar Inc
Rhode Island
$350K +$2.88K +196 +0.8%

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.