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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
WMWM
51
Whitaker-Myers Wealth Managers
Ohio
$953K +$536K +58,686 +124%
BAM
52
Broyhill Asset Management
North Carolina
$947K
Invesco
53
Invesco
Georgia
$940K +$384K +42,022 +67%
BEI
54
Benjamin Edwards Inc
Missouri
$937K +$723K +79,182 +316%
MFIM
55
Mesirow Financial Investment Management
Illinois
$896K +$456K +49,912 +100%
KPWS
56
Kestra Private Wealth Services
Texas
$896K +$5.55K +608 +0.6%
SWP
57
Stratos Wealth Partners
Ohio
$890K +$190K +20,758 +27%
AAM
58
Advisors Asset Management
Colorado
$882K -$728K -79,704 -45%
CIA
59
Concurrent Investment Advisors
Florida
$833K
TIAAOA
60
Teachers Insurance & Annuity Association of America
New York
$821K -$758 -83 -0.1%
HFS
61
Howard Financial Services
Texas
$810K
AF
62
Allworth Financial
California
$804K +$3.96K +434 +0.5%
SPIA
63
Steward Partners Investment Advisory
New York
$803K -$2.27K -249 -0.3%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$770K +$192K +20,979 +32%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$637K -$4.68K -513 -0.7%
SFG
66
Seamount Financial Group
Colorado
$636K -$43.2K -4,735 -6%
HH
67
Hilltop Holdings
Texas
$635K +$11.3K +1,241 +2%
Creative Planning
68
Creative Planning
Kansas
$621K -$767 -84 -0.1%
S
69
Steadtrust
Texas
$593K
DI
70
Disciplined Investments
Oklahoma
$589K +$23.1K +2,529 +4%
RIA
71
Rhodes Investment Advisors
Texas
$555K +$169K +18,500 +43%
P
72
&Partners
Tennessee
$554K +$47K +5,148 +9%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$541K -$16.6M -1,821,235 -97%
SKK
74
Shepherd Kaplan Krochuk
Massachusetts
$540K
WWA
75
WCG Wealth Advisors
Nevada
$540K +$9.05K +991 +2%