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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 $55.5M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

16% more capital invested

Capital invested by funds: $48M → $55.5M (+$7.48M)

13% more funds holding

Funds holding: 3944 (+5)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
16
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
$10.3M -$544K -44,132 -5%
RVPG
2
Relative Value Partners Group
$7.56M -$76.4K -6,199 -1%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.49M -$1.1M -88,927 -15%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$4.21M -$18.5K -1,500 -0.4%
KIM
5
Karpus Investment Management
New York
$3.2M +$3.15M +256,046 New
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$2.18M +$419K +34,042 +24%
IA
7
Icon Advisers
Colorado
$1.75M +$983K +79,807 +133%
GC
8
Guggenheim Capital
Illinois
$1.54M -$632K -51,318 -29%
Bank of America
9
Bank of America
North Carolina
$1.5M -$712K -57,770 -32%
AC
10
Almitas Capital
California
$1.41M +$1.39M +113,184 New
RCM
11
Rivernorth Capital Management
Florida
$1.14M +$210K +17,031 +23%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$1.06M +$525K +42,634 +100%
IWC
13
Integrated Wealth Concepts
Massachusetts
$923K +$47.5K +3,857 +6%
1CP
14
1607 Capital Partners
Virginia
$922K +$489K +39,705 +116%
CHAM
15
Clear Harbor Asset Management
Connecticut
$869K -$6.65K -540 -0.8%
USCWA
16
U.S. Capital Wealth Advisors
Texas
$852K -$12.3K -1,000 -1%
Stifel Financial
17
Stifel Financial
Missouri
$813K -$23.8K -1,935 -3%
UBS Group
18
UBS Group
Switzerland
$740K +$35.9K +2,915 +5%
TIM
19
Tortoise Investment Management
New York
$632K +$217K +17,600 +53%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$610K -$168K -13,646 -22%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$600K -$56.6K -4,598 -9%
LPL Financial
22
LPL Financial
California
$558K -$46.9K -3,810 -8%
NRI
23
NFP Retirement Inc
California
$531K +$155K +12,609 +42%
GIP
24
Greatmark Investment Partners
Georgia
$450K +$8.01K +650 +2%
SIA
25
Sit Investment Associates
Minnesota
$407K +$401K +32,574 New

NIQ Hedge Fund Activity: Q4 2022 in Review

44 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q4 2022, worth a combined $55.5M — up 16% from $48M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NIQ positions and 3 closed out — a net gain of 5 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $3.15M. The largest seller was HighTower Advisors, cutting an estimated $1.1M.

  • 44 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q4 2022, up from 39 in Q3 2022.
  • Funds reported $55.5M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q4 2022, up 16% quarter-over-quarter.
  • 8 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q4 2022 and 3 closed out, a net change of +5 holders.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q4 2022 was Karpus Investment Management, an estimated $3.15M added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q4 2022 was HighTower Advisors, an estimated $1.1M sold.

Based on aggregated 13F filings for Q4 2022.