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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 $48M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

0% more funds holding

Funds holding: 3939 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1% less capital invested

Capital invested by funds: $48.5M → $48M (-$514K)

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.4M +$579K +44,876 +5%
RVPG
2
Relative Value Partners Group
$7.33M -$52.5K -4,069 -0.7%
HighTower Advisors
3
HighTower Advisors
Illinois
$7.29M -$63.3K -4,906 -0.8%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$4.04M +$72.4K +5,615 +2%
Bank of America
5
Bank of America
North Carolina
$2.13M +$82.5K +6,395 +4%
GC
6
Guggenheim Capital
Illinois
$2.09M +$238K +18,438 +12%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$1.68M +$1.82M +140,895 New
RCM
8
Rivernorth Capital Management
Florida
$887K +$957K +74,255 New
CHAM
9
Clear Harbor Asset Management
Connecticut
$838K +$11.3K +875 +1%
IWC
10
Integrated Wealth Concepts
Massachusetts
$837K +$64.9K +5,037 +8%
USCWA
11
U.S. Capital Wealth Advisors
Texas
$827K
Stifel Financial
12
Stifel Financial
Missouri
$801K -$92.6K -7,178 -10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$746K +$61.1K +4,742 +8%
IA
14
Icon Advisers
Colorado
$720K +$776K +60,210 New
UBS Group
15
UBS Group
Switzerland
$673K -$2.93K -227 -0.4%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$629K +$8.99K +697 +1%
LPL Financial
17
LPL Financial
California
$580K +$9.15K +710 +1%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$509K -$19.3K -1,497 -3%
Wells Fargo
19
Wells Fargo
California
$465K -$66.4K -5,151 -12%
GIP
20
Greatmark Investment Partners
Georgia
$422K
1CP
21
1607 Capital Partners
Virginia
$407K +$196K +15,177 +80%
TIM
22
Tortoise Investment Management
New York
$394K
NRI
23
NFP Retirement Inc
California
$357K +$99.3K +7,700 +35%
CAN
24
Cetera Advisor Networks
California
$341K
AIFAIM
25
American Institute for Advanced Investment Management
Arizona
$333K

NIQ Hedge Fund Activity: Q3 2022 in Review

39 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q3 2022, worth a combined $48M — down 1.1% from $48.5M a quarter earlier.

Fund positioning in NIQ was balanced in Q3 2022: 3 funds opened new positions, 3 closed out, 15 added to existing stakes and 9 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $1.82M. The largest seller was VanEck Associates, exiting entirely with an estimated $508K sold.

  • 39 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $48M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q3 2022, down 1.1% quarter-over-quarter.
  • 3 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q3 2022 and 3 closed out, a net change of 0 holders.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q3 2022 was CAPTRUST Financial Advisors, an estimated $1.82M added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q3 2022 was VanEck Associates, an estimated $508K sold.

Based on aggregated 13F filings for Q3 2022.