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Nuveen Preferred and Income ETF

10 hedge funds and large institutions have $23.2M invested in Nuveen Preferred and Income ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

57% more capital invested

Capital invested by funds: $14.7M → $23.2M (+$8.47M)

43% more funds holding

Funds holding: 710 (+3)

14.05% more ownership

Funds ownership: 24.06%38.11% (+14%)

Holders
10
Holders Change
+3
Holders Change %
+42.86%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Berger Financial Group
Minnesota
$13.7M +$280K +10,688 +2%
FW
2
FullCircle Wealth
Texas
$2.09M +$2.08M +79,646 New
CF
3
Concorde Financial
Texas
$1.92M +$1.9M +72,481 New
IWC
4
Integrated Wealth Concepts
Massachusetts
$1.64M +$1.62M +61,824 New
KF
5
Krilogy Financial
Missouri
$1.08M +$1.08M +41,200 New
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$995K +$911K +34,821 +1,274%
CWM
7
Centurion Wealth Management
Virginia
$978K -$193K -7,363 -17%
Jane Street
8
Jane Street
New York
$627K +$412K +15,754 +199%
Bank of America
9
Bank of America
North Carolina
$109K +$107K +4,100 New
SPIA
10
Steward Partners Investment Advisory
New York
$5.3K
UBS Group
11
UBS Group
Switzerland
-$27.7K -1,064 Closed
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
-$26K -1,000 Closed