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NIQ

NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND

Delisted

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

6 hedge funds and large institutions have $5.82M invested in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

86% less funds holding

Funds holding: 446 (-38)

89% less capital invested

Capital invested by funds: $53.2M → $5.82M (-$47.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 37

Holders
6
Holders Change
-38
Holders Change %
-86.36%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
3
Reduced
3
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$2.36M +$441K +34,556 +23%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$2.26M +$4.88K +383 +0.2%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$443K -$110K -8,626 -20%
GIP
4
Greatmark Investment Partners
Georgia
$431K -$31.9K -2,500 -7%
NDSI
5
Newman Dignan & Sheerar Inc
Rhode Island
$321K +$2.4K +188 +0.8%
SPIA
6
Steward Partners Investment Advisory
New York
$2.14K -$202K -15,855 -99%
Morgan Stanley
7
Morgan Stanley
New York
-$10.1M -787,585 Closed
RVPG
8
Relative Value Partners Group
-$6.68M -522,852 Closed
HighTower Advisors
9
HighTower Advisors
Illinois
-$6.34M -496,838 Closed
AC
10
Almitas Capital
California
-$6.17M -482,996 Closed
LSC
11
Logan Stone Capital
Illinois
-$2.46M -192,835 Closed
Bank of America
12
Bank of America
North Carolina
-$1.94M -151,976 Closed
SOA
13
Sea Otter Advisors
Florida
-$1.63M -127,811 Closed
GC
14
Guggenheim Capital
Illinois
-$1.56M -121,792 Closed
YCM
15
Yakira Capital Management
Connecticut
-$1.04M -81,172 Closed
1CP
16
1607 Capital Partners
Virginia
-$942K -73,797 Closed
IWC
17
Integrated Wealth Concepts
Massachusetts
-$939K -73,525 Closed
USCWA
18
U.S. Capital Wealth Advisors
Texas
-$858K -67,214 Closed
Stifel Financial
19
Stifel Financial
Missouri
-$774K -60,644 Closed
UBS Group
20
UBS Group
Switzerland
-$718K -56,191 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-$596K -46,710 Closed
NRI
22
NFP Retirement Inc
California
-$538K -42,129 Closed
LPL Financial
23
LPL Financial
California
-$399K -31,265 Closed
HBT
24
Hills Bank & Trust
Iowa
-$392K -30,706 Closed
AIFAIM
25
American Institute for Advanced Investment Management
Arizona
-$368K -28,840 Closed

NIQ Hedge Fund Activity: Q2 2023 in Review

6 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) for Q2 2023, worth a combined $5.82M — down 89% from $53.2M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NIQ and 0 opened new positions — a net loss of 37 holders — while 3 trimmed existing stakes and 3 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $441K. The largest seller was Morgan Stanley, exiting entirely with an estimated $10.1M sold.

  • 6 institutional investors held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) as of Q2 2023, down from 44 in Q1 2023.
  • Funds reported $5.82M of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND stock for Q2 2023, down 89% quarter-over-quarter.
  • 0 funds opened new NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND positions in Q2 2023 and 37 closed out, a net change of -37 holders.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND buyer in Q2 2023 was Hennion & Walsh Asset Management, an estimated $441K added.
  • The largest NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND seller in Q2 2023 was Morgan Stanley, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2023.