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NIQ

NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND

Delisted

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

39 hedge funds and large institutions have $48.5M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $48M → $48.5M (+$520K)

3% less funds holding

Funds holding: 4039 (-1)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.5M +$1.58M +122,184 +17%
RVPG
2
Relative Value Partners Group
$8.15M -$33.4K -2,575 -0.4%
HighTower Advisors
3
HighTower Advisors
Illinois
$7.82M -$38K -2,936 -0.5%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$4.23M +$299K +23,106 +7%
Bank of America
5
Bank of America
North Carolina
$2.18M -$230K -17,730 -9%
GC
6
Guggenheim Capital
Illinois
$1.99M +$925K +71,423 +84%
Stifel Financial
7
Stifel Financial
Missouri
$944K +$4.99K +385 +0.5%
CHAM
8
Clear Harbor Asset Management
Connecticut
$881K +$429K +33,124 +92%
USCWA
9
U.S. Capital Wealth Advisors
Texas
$880K
IWC
10
Integrated Wealth Concepts
Massachusetts
$827K -$81.8K -6,313 -9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$734K -$3.06K -236 -0.4%
UBS Group
12
UBS Group
Switzerland
$719K -$75.4K -5,817 -9%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$657K -$94.2K -7,273 -12%
SWP
14
Stratos Wealth Partners
Ohio
$643K -$194K -14,950 -23%
LPL Financial
15
LPL Financial
California
$608K -$25.9K -2,000 -4%
Wells Fargo
16
Wells Fargo
California
$561K +$30.7K +2,371 +6%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$561K +$571K +44,082 New
VanEck Associates
18
VanEck Associates
New York
$508K -$185K -14,303 -26%
GIP
19
Greatmark Investment Partners
Georgia
$450K
TIM
20
Tortoise Investment Management
New York
$419K
CAN
21
Cetera Advisor Networks
California
$363K
AIFAIM
22
American Institute for Advanced Investment Management
Arizona
$354K +$56.2K +4,340 +18%
SPIA
23
Steward Partners Investment Advisory
New York
$329K +$2.84K +219 +0.9%
Creative Planning
24
Creative Planning
Kansas
$323K
NDSI
25
Newman Dignan & Sheerar Inc
Rhode Island
$307K +$2.68K +207 +0.9%

NIQ Hedge Fund Activity: Q2 2022 in Review

39 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q2 2022, worth a combined $48.5M — up 1.1% from $48M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NIQ and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 12 added.

The largest buyer was Morgan Stanley, adding an estimated $1.58M. The largest seller was Bank of America, cutting an estimated $230K.

  • 39 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q2 2022, down from 40 in Q1 2022.
  • Funds reported $48.5M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q2 2022, up 1.1% quarter-over-quarter.
  • 4 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q2 2022 and 5 closed out, a net change of -1 holder.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q2 2022 was Morgan Stanley, an estimated $1.58M added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q2 2022 was Bank of America, an estimated $230K sold.

Based on aggregated 13F filings for Q2 2022.