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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

230 hedge funds and large institutions have $442M invested in Nuveen Municipal Value Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 44 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-10
Holders Change %
-4.17%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
83
Reduced
44
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TNA
True North Advisors
Texas
+$4.48M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$3.23M
3
Wells Fargo
Wells Fargo
California
+$2.11M
4
UBS Group
UBS Group
Switzerland
+$2.04M
5
Stifel Financial
Stifel Financial
Missouri
+$1.36M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$10M
2
EP
Essential Planning
New Hampshire
-$4.69M
3
TIM
Tortoise Investment Management
New York
-$4.19M
4
VanEck Associates
VanEck Associates
New York
-$2.13M
5
MFIM
Mesirow Financial Investment Management
Illinois
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSTWA
51
Blake Schutter Theil Wealth Advisors
Ohio
$814K -$74.3K -8,476 -8%
VWM
52
Venturi Wealth Management
Texas
$812K +$187K +21,323 +30%
KPWS
53
Kestra Private Wealth Services
Texas
$810K +$147K +16,757 +22%
TIAAOA
54
Teachers Insurance & Annuity Association of America
New York
$801K – – –
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$772K +$90.7K +10,345 +13%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$716K +$147K +16,713 +26%
OCM
57
Orleans Capital Management
Louisiana
$696K +$27.2K +3,100 +4%
JFGIW
58
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$638K – – –
CIA
59
Concurrent Investment Advisors
Florida
$629K +$214K +24,352 +51%
HH
60
Hilltop Holdings
Texas
$611K +$31.9K +3,640 +6%
HNWAG
61
High Net Worth Advisory Group
Florida
$570K – – –
PFA
62
Pathway Financial Advisers
Indiana
$549K -$19K -2,161 -3%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$541K +$272K +31,000 +101%
SKK
64
Shepherd Kaplan Krochuk
Massachusetts
$539K – – –
WWA
65
WCG Wealth Advisors
Nevada
$534K – – –
SFG
66
Seamount Financial Group
Colorado
$526K +$105K +11,960 +25%
DI
67
Disciplined Investments
Oklahoma
$525K +$42.3K +4,820 +9%
WCMNY
68
Westchester Capital Management (New York)
New York
$523K -$111K -12,692 -18%
OIA
69
Optimum Investment Advisors
Illinois
$493K +$43.9K +5,000 +10%
JIR
70
James Investment Research
Ohio
$475K – – –
Mariner
71
Mariner
Kansas
$454K -$45.5K -5,192 -9%
WS
72
Wedbush Securities
California
$448K -$61 -7 -0%
WSCM
73
Wellington Shields Capital Management
New York
$439K – – –
MFIM
74
Mesirow Financial Investment Management
Illinois
$434K -$1.31M -149,652 -75%
HVIA
75
Hudson Valley Investment Advisors
New York
$421K +$26 +3 +0%
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