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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
WMWM
51
Whitaker-Myers Wealth Managers
Ohio
$953K
BAM
52
Broyhill Asset Management
North Carolina
$947K
Invesco
53
Invesco
Georgia
$940K
BEI
54
Benjamin Edwards Inc
Missouri
$937K
MFIM
55
Mesirow Financial Investment Management
Illinois
$896K
KPWS
56
Kestra Private Wealth Services
Texas
$896K
SWP
57
Stratos Wealth Partners
Ohio
$890K
AAM
58
Advisors Asset Management
Colorado
$882K
CIA
59
Concurrent Investment Advisors
Florida
$833K
TIAAOA
60
Teachers Insurance & Annuity Association of America
New York
$821K
HFS
61
Howard Financial Services
Texas
$810K
AF
62
Allworth Financial
California
$804K
SPIA
63
Steward Partners Investment Advisory
New York
$803K
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$770K
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$637K
SFG
66
Seamount Financial Group
Colorado
$636K
HH
67
Hilltop Holdings
Texas
$635K
Creative Planning
68
Creative Planning
Kansas
$621K
S
69
Steadtrust
Texas
$593K
DI
70
Disciplined Investments
Oklahoma
$589K
RIA
71
Rhodes Investment Advisors
Texas
$555K
P
72
&Partners
Tennessee
$554K
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$541K
SKK
74
Shepherd Kaplan Krochuk
Massachusetts
$540K
WWA
75
WCG Wealth Advisors
Nevada
$540K