NUV icon

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
PFA
76
Pathway Financial Advisers
Indiana
$538K
OCM
77
Orleans Capital Management
Louisiana
$532K
ACA
78
Ackerman Capital Advisors
Texas
$502K
Jane Street
79
Jane Street
New York
$487K
JIR
80
James Investment Research
Ohio
$487K
JCM
81
Jacobi Capital Management
Pennsylvania
$480K
WIA
82
World Investment Advisors
California
$469K
CAWM
83
Capital Advisors Wealth Management
Washington
$451K
VA
84
VestGen Advisors
Illinois
$450K
WSCM
85
Wellington Shields Capital Management
New York
$450K
DC
86
Davenport & Co
Virginia
$431K
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$428K
SFWA
88
Summit Financial Wealth Advisors
Louisiana
$427K
CA
89
Callahan Advisors
Texas
$417K
Truist Financial
90
Truist Financial
North Carolina
$404K
WS
91
Wedbush Securities
California
$401K
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$395K
FAG
93
Fortitude Advisory Group
Washington
$390K
CA
94
Clearstead Advisors
Ohio
$387K
MOS
95
MGO One Seven
Ohio
$380K
NGA
96
Naples Global Advisors
Florida
$379K
MCA
97
Magnolia Capital Advisors
Mississippi
$372K
JFGIW
98
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$338K
PI
99
PFG Investments
New York
$330K
HVIA
100
Hudson Valley Investment Advisors
New York
$330K