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Nuveen Preferred and Income ETF

7 hedge funds and large institutions have $14.7M invested in Nuveen Preferred and Income ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

40% more funds holding

Funds holding: 57 (+2)

73.81% less ownership

Funds ownership: 97.86%24.06% (-74%)

75% less capital invested

Capital invested by funds: $58.7M → $14.7M (-$43.9M)

Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Berger Financial Group
Minnesota
$13.2M +$296K +11,590 +2%
CWM
2
Centurion Wealth Management
Virginia
$1.15M -$5.13M -201,137 -82%
Jane Street
3
Jane Street
New York
$206K +$202K +7,898 New
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$71K +$1.61K +63 +2%
UBS Group
5
UBS Group
Switzerland
$27.7K +$7.74K +303 +40%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$26K +$25.5K +1,000 New
SPIA
7
Steward Partners Investment Advisory
New York
$5.21K +$5.11K +200 New
N
8
Nuveen
North Carolina
-$39.5M -1,534,812 Closed