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Nuveen New York AMT-Free Quality Municipal Income Fund

90 hedge funds and large institutions have $237M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

3% more funds holding

Funds holding: 8790 (+3)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.37% less ownership

Funds ownership: 31.73%27.36% (-4.4%)

17% less capital invested

Capital invested by funds: $285M → $237M (-$48.5M)

Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
26
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
51
Mathes Company
New York
$218K
AAS
52
Avantax Advisory Services
Texas
$186K +$5.82K +587 +3%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$170K +$10.7K +1,077 +7%
Cohen & Steers
54
Cohen & Steers
New York
$168K
CCFM
55
Clear Creek Financial Management
Washington
$166K
PA
56
Pinnacle Associates
New York
$165K +$14.9K +1,500 +10%
FFG
57
Frisch Financial Group
New York
$159K -$27.6K -2,785 -15%
MC
58
Moors & Cabot
Massachusetts
$157K
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$140K +$140K +14,103 New
WANY
60
Wealthspire Advisors (New York)
New York
$133K -$101K -10,200 -43%
EAM
61
Everstar Asset Management
North Carolina
$124K
WFA
62
Wellspring Financial Advisors
Ohio
$123K -$211K -21,321 -63%
SWM
63
Spire Wealth Management
Virginia
$122K
MCCA
64
Mill Creek Capital Advisors
Pennsylvania
$120K +$120K +12,123 New
P
65
&Partners
Tennessee
$119K +$555 +56 +0.5%
Lazard Asset Management
66
Lazard Asset Management
New York
$116K
IWA
67
IBEX Wealth Advisors
New Jersey
$113K
Creative Planning
68
Creative Planning
Kansas
$112K +$112K +11,281 New
AWS
69
Atria Wealth Solutions
New York
$103K -$45.9K -4,633 -31%
First Manhattan
70
First Manhattan
New York
$99.9K
SPIA
71
Steward Partners Investment Advisory
New York
$91.6K +$28.8K +2,900 +46%
EC
72
Elequin Capital
New York
$83.2K -$26.4K -2,662 -24%
TIM
73
Tortoise Investment Management
New York
$63.4K
GWSG
74
GPS Wealth Strategies Group
Colorado
$62.3K
BLC
75
Brown, Lisle/Cummings
Rhode Island
$49.9K

NRK Hedge Fund Activity: Q2 2025 in Review

90 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q2 2025, worth a combined $237M — down 17% from $285M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NRK positions and 7 closed out — a net gain of 4 holders — while 26 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.41M. The largest seller was Karpus Investment Management, cutting an estimated $34.2M.

  • 90 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q2 2025, up from 87 in Q1 2025.
  • Funds reported $237M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q2 2025, down 17% quarter-over-quarter.
  • 11 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q2 2025 and 7 closed out, a net change of +4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q2 2025 was Morgan Stanley, an estimated $1.41M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q2 2025 was Karpus Investment Management, an estimated $34.2M sold.

Based on aggregated 13F filings for Q2 2025.