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Nuveen Municipal Value Fund

229 hedge funds and large institutions have $381M invested in Nuveen Municipal Value Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 54 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.66% less ownership

Funds ownership: 22.05%20.39% (-1.7%)

4% less funds holding

Funds holding: 239229 (-10)

8% less capital invested

Capital invested by funds: $415M → $381M (-$34.1M)

26% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 27

Holders
229
Holders Change
-10
Holders Change %
-4.18%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
79
Reduced
54
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$2M -$28.9K -3,163 -1%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.98M -$25.5K -2,794 -1%
PAS
28
PKS Advisory Services
New York
$1.92M +$309K +33,852 +19%
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$1.88M -$877 -96 -0%
CA
30
Cresta Advisors
Texas
$1.63M
RFW
31
Redwood Family Wealth
Texas
$1.47M -$33.6K -3,675 -2%
IWA
32
IBEX Wealth Advisors
New Jersey
$1.46M -$71.2K -7,797 -5%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.43M +$29.4K +3,218 +2%
BCG
34
Breakwater Capital Group
New Jersey
$1.4M +$327K +35,753 +30%
OWM
35
Orca Wealth Management
Florida
$1.38M +$1.13M +123,632 +419%
BSTWA
36
Blake Schutter Theil Wealth Advisors
Ohio
$1.33M
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.32M +$197K +21,619 +17%
MC
38
Mathes Company
New York
$1.3M
TF
39
Tandem Financial
Colorado
$1.26M +$107K +11,697 +9%
KAS
40
Kestra Advisory Services
Texas
$1.24M +$84.5K +9,256 +7%
CNBTD
41
Citizens National Bank Trust Department
Mississippi
$1.22M -$21.7K -2,380 -2%
AG
42
AlTi Global
New York
$1.19M
Osaic Holdings
43
Osaic Holdings
Arizona
$1.19M -$229K -25,056 -16%
HAM
44
Harmony Asset Management
Arizona
$1.15M +$86.8K +9,500 +8%
HNWAG
45
High Net Worth Advisory Group
Florida
$1.11M +$256K +28,000 +29%
SMC
46
Smith, Moore & Co
Missouri
$1.07M -$62.2K -6,809 -5%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.04M -$106K -11,598 -9%
VWM
48
Venturi Wealth Management
Texas
$1.04M +$95.4K +10,449 +10%
AIS
49
Accredited Investor Services
Minnesota
$1.03M +$88.8K +9,727 +9%
EFG
50
Ehrlich Financial Group
California
$1.03M +$1.05M +114,669 New