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NIQ

NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND

Delisted

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

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: 4540 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.51M +$2.04M +144,464 +26%
RVPG
2
Relative Value Partners Group
$8.4M -$507K -35,959 -5%
HighTower Advisors
3
HighTower Advisors
Illinois
$8.38M +$12.9K +913 +0.1%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$4.2M -$148K -10,470 -3%
Bank of America
5
Bank of America
North Carolina
$2.57M -$15.8K -1,117 -0.6%
GC
6
Guggenheim Capital
Illinois
$1.15M +$552K +39,116 +86%
Stifel Financial
7
Stifel Financial
Missouri
$1M +$67.3K +4,772 +7%
IWC
8
Integrated Wealth Concepts
Massachusetts
$967K -$66.9K -4,743 -6%
USCWA
9
U.S. Capital Wealth Advisors
Texas
$939K -$163K -11,545 -14%
SWP
10
Stratos Wealth Partners
Ohio
$888K +$73K +5,175 +9%
UBS Group
11
UBS Group
Switzerland
$846K +$6.26K +444 +0.7%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$803K +$143K +10,145 +21%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$786K +$94.6K +6,708 +13%
VanEck Associates
14
VanEck Associates
New York
$736K -$164K -11,596 -18%
LPL Financial
15
LPL Financial
California
$675K +$181K +12,815 +35%
Wells Fargo
16
Wells Fargo
California
$565K -$85.6K -6,067 -13%
CHAM
17
Clear Harbor Asset Management
Connecticut
$490K +$2.82K +200 +0.6%
GIP
18
Greatmark Investment Partners
Georgia
$479K
First Trust Advisors
19
First Trust Advisors
Illinois
$458K -$6.42K -455 -1%
TIM
20
Tortoise Investment Management
New York
$447K -$39.1K -2,771 -8%
CAN
21
Cetera Advisor Networks
California
$387K
SPIA
22
Steward Partners Investment Advisory
New York
$348K +$362K +25,685 New
Creative Planning
23
Creative Planning
Kansas
$344K
AIFAIM
24
American Institute for Advanced Investment Management
Arizona
$319K
HKAM
25
Horizon Kinetics Asset Management
New York
$287K

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.