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Nuveen Core Plus Impact Fund

46 hedge funds and large institutions have $71M invested in Nuveen Core Plus Impact Fund in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

1.53% less ownership

Funds ownership: 25.74%24.21% (-1.5%)

2% less funds holding

Funds holding: 4746 (-1)

6% less capital invested

Capital invested by funds: $75.3M → $71M (-$4.39M)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
19
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
$27.5M -$615K -59,677 -2%
PCM
2
Penserra Capital Management
California
$7.99M -$672K -65,180 -8%
GC
3
Guggenheim Capital
Illinois
$5.14M -$107K -10,372 -2%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$5.04M -$26.1K -2,537 -0.5%
SIA
5
Sit Investment Associates
Minnesota
$3.91M +$1.82M +176,874 +86%
Wells Fargo
6
Wells Fargo
California
$3.53M -$78.7K -7,641 -2%
Stifel Financial
7
Stifel Financial
Missouri
$2.59M +$190K +18,413 +8%
SFS
8
Shaker Financial Services
Virginia
$2.07M -$870K -84,420 -30%
Bank of America
9
Bank of America
North Carolina
$1.74M -$48.7K -4,728 -3%
FHA
10
Flagship Harbor Advisors
Massachusetts
$1.27M -$7.21K -700 -0.6%
Invesco
11
Invesco
Georgia
$985K -$287K -27,811 -22%
WAM
12
Wolverine Asset Management
Illinois
$878K -$284K -27,568 -24%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$874K +$29K +2,812 +3%
AC
14
Almitas Capital
California
$870K -$1.23M -118,973 -58%
LPL Financial
15
LPL Financial
California
$851K +$79.6K +7,720 +10%
Osaic Holdings
16
Osaic Holdings
Arizona
$720K -$70.6K -6,854 -9%
BCA
17
Bay Colony Advisors
Massachusetts
$706K +$91.4K +8,873 +15%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$611K +$67.7K +6,567 +12%
SWM
19
SeaCrest Wealth Management
New York
$411K -$20.4K -1,976 -5%
EPW
20
Evolve Private Wealth
California
$400K -$4.86K -472 -1%
PI
21
PFG Investments
New York
$381K +$5.54K +538 +1%
UBS Group
22
UBS Group
Switzerland
$318K +$37.9K +3,674 +13%
PAG
23
Private Advisor Group
New Jersey
$288K +$49K +4,758 +20%
Raymond James Financial
24
Raymond James Financial
Florida
$240K +$21.1K +2,044 +10%
CEFA
25
Closed-End Fund Advisors
Virginia
$238K +$28.3K +2,750 +13%