We are live on ! Find out more
NIQ

NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND

Delisted

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

45 hedge funds and large institutions have $50.6M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

10% more funds holding

Funds holding: 4145 (+4)

6% less capital invested

Capital invested by funds: $53.6M → $50.6M (-$3M)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$9.64M -$2.13M -144,231 -18%
HighTower Advisors
2
HighTower Advisors
Illinois
$9.09M +$616K +41,618 +7%
Morgan Stanley
3
Morgan Stanley
New York
$8.21M +$354K +23,945 +4%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$4.72M +$4.74M +319,994 New
Bank of America
5
Bank of America
North Carolina
$2.81M +$6.35K +429 +0.2%
USCWA
6
U.S. Capital Wealth Advisors
Texas
$1.19M
IWC
7
Integrated Wealth Concepts
Massachusetts
$1.12M +$411K +27,797 +58%
Stifel Financial
8
Stifel Financial
Missouri
$1.02M +$109K +7,375 +12%
VanEck Associates
9
VanEck Associates
New York
$971K +$48.6K +3,286 +5%
UBS Group
10
UBS Group
Switzerland
$913K
SWP
11
Stratos Wealth Partners
Ohio
$889K +$355K +24,000 +66%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$756K +$5.9K +399 +0.8%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$723K -$158K -10,687 -18%
Wells Fargo
14
Wells Fargo
California
$704K -$5.59M -377,740 -89%
GC
15
Guggenheim Capital
Illinois
$673K -$1.42K -96 -0.2%
LPL Financial
16
LPL Financial
California
$546K +$50.3K +3,400 +10%
CHAM
17
Clear Harbor Asset Management
Connecticut
$530K -$2.96K -200 -0.6%
TIM
18
Tortoise Investment Management
New York
$527K -$29.6K -2,000 -5%
GIP
19
Greatmark Investment Partners
Georgia
$521K
First Trust Advisors
20
First Trust Advisors
Illinois
$505K +$9.68K +654 +2%
CAN
21
Cetera Advisor Networks
California
$421K
Creative Planning
22
Creative Planning
Kansas
$374K -$116K -7,841 -24%
NDSI
23
Newman Dignan & Sheerar Inc
Rhode Island
$350K +$3.02K +204 +0.9%
AIFAIM
24
American Institute for Advanced Investment Management
Arizona
$347K
HKAM
25
Horizon Kinetics Asset Management
New York
$312K

NIQ Hedge Fund Activity: Q4 2021 in Review

45 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q4 2021, worth a combined $50.6M — down 5.6% from $53.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NIQ positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $616K. The largest seller was Wells Fargo, cutting an estimated $5.59M.

  • 45 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q4 2021, up from 41 in Q3 2021.
  • Funds reported $50.6M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q4 2021, down 5.6% quarter-over-quarter.
  • 6 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q4 2021 and 2 closed out, a net change of +4 holders.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q4 2021 was HighTower Advisors, an estimated $616K added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q4 2021 was Wells Fargo, an estimated $5.59M sold.

Based on aggregated 13F filings for Q4 2021.