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Nuveen Municipal Value Fund

228 hedge funds and large institutions have $380M invested in Nuveen Municipal Value Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $415M → $380M (-$34.5M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

Holders
228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$2M
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.98M
PAS
28
PKS Advisory Services
New York
$1.92M
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$1.88M
CA
30
Cresta Advisors
Texas
$1.63M
RFW
31
Redwood Family Wealth
Texas
$1.47M
IWA
32
IBEX Wealth Advisors
New Jersey
$1.46M
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.43M
BCG
34
Breakwater Capital Group
New Jersey
$1.4M
OWM
35
Orca Wealth Management
Florida
$1.38M
BSTWA
36
Blake Schutter Theil Wealth Advisors
Ohio
$1.33M
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.32M
MC
38
Mathes Company
New York
$1.3M
TF
39
Tandem Financial
Colorado
$1.26M
KAS
40
Kestra Advisory Services
Texas
$1.24M
CNBTD
41
Citizens National Bank Trust Department
Mississippi
$1.22M
AG
42
AlTi Global
New York
$1.19M
Osaic Holdings
43
Osaic Holdings
Arizona
$1.19M
HAM
44
Harmony Asset Management
Arizona
$1.15M
HNWAG
45
High Net Worth Advisory Group
Florida
$1.11M
SMC
46
Smith, Moore & Co
Missouri
$1.07M
HighTower Advisors
47
HighTower Advisors
Illinois
$1.04M
VWM
48
Venturi Wealth Management
Texas
$1.04M
AIS
49
Accredited Investor Services
Minnesota
$1.03M
EFG
50
Ehrlich Financial Group
California
$1.03M