Nuveen Preferred and Income ETF
NPFI
12 hedge funds and large institutions have $21.1M invested in Nuveen Preferred and Income ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
20% more funds holding
Funds holding: 10 → 12 (+2)
9% less capital invested
Capital invested by funds: $23.2M → $21.1M (-$2.08M)
21.41% less ownership
Funds ownership: 38.11% → 16.7% (-21%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$778K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$589K |
| 3 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$472K |
| 4 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$364K |
| 5 |
HF
HRT Financial
New York
|
+$334K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Concorde Financial
Dallas,
Texas
|
-$1.92M |
| 2 |
Jane Street
New York
|
-$325K |
| 3 |
CWM
Centurion Wealth Management
Mclean,
Virginia
|
-$161K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$109K |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$50K |
NPFI Hedge Fund Activity: Q4 2025 in Review
12 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred and Income ETF (NPFI) for Q4 2025, worth a combined $21.1M — down 9% from $23.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NPFI positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $778K. The largest seller was Concorde Financial, exiting entirely with an estimated $1.92M sold.
- 12 institutional investors held Nuveen Preferred and Income ETF (NPFI) as of Q4 2025, up from 10 in Q3 2025.
- Funds reported $21.1M of Nuveen Preferred and Income ETF stock for Q4 2025, down 9% quarter-over-quarter.
- 5 funds opened new Nuveen Preferred and Income ETF positions in Q4 2025 and 2 closed out, a net change of +3 holders.
- The largest Nuveen Preferred and Income ETF buyer in Q4 2025 was Carson Wealth (CWM LLC), an estimated $778K added.
- The largest Nuveen Preferred and Income ETF seller in Q4 2025 was Concorde Financial, an estimated $1.92M sold.
Based on aggregated 13F filings for Q4 2025.