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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
HVIA
101
Hudson Valley Investment Advisors
New York
$330K
WWM
102
Western Wealth Management
Colorado
$324K +$329K +36,000 New
WCM
103
WealthBridge Capital Management
Ohio
$316K
CS
104
Capital Square
Tennessee
$315K +$45.7K +4,999 +17%
LF
105
Lantz Financial
Illinois
$311K -$22.8K -2,500 -7%
VC
106
Vicus Capital
Pennsylvania
$309K +$2.21K +242 +0.7%
MWM
107
Melfa Wealth Management
Massachusetts
$295K -$2.72K -298 -0.9%
EH
108
Equitable Holdings
New York
$295K +$160K +17,527 +116%
Brown Advisory
109
Brown Advisory
Maryland
$294K
MCM
110
MAI Capital Management
Ohio
$292K
CIA
111
Capital Investment Advisors
Georgia
$290K -$14.1K -1,540 -5%
WANY
112
Wealthspire Advisors (New York)
New York
$283K
PAG
113
Private Advisor Group
New Jersey
$283K +$96.4K +10,551 +51%
IAA
114
Independent Advisor Alliance
North Carolina
$271K +$275K +30,100 New
CSP
115
Cary Street Partners
Virginia
$266K +$55.5K +6,073 +26%
SHFP
116
Second Half Financial Partners
Florida
$265K
MFA
117
Mayflower Financial Advisors
Massachusetts
$246K
HNB
118
Huntington National Bank
Ohio
$246K
EW
119
Element Wealth
Mississippi
$235K -$13.4K -1,469 -5%
PB
120
Pinnacle Bancorp
Nebraska
$234K
MC
121
Moors & Cabot
Massachusetts
$230K -$4.57K -500 -2%
CBU
122
CIBC Bancorp USA
Illinois
$223K +$226K +24,764 New
SQA
123
Simon Quick Advisors
New Jersey
$213K +$216K +23,638 New
CCA
124
Corps Capital Advisors
Texas
$211K
FPAS
125
Focus Partners Advisor Solutions
Missouri
$203K +$206K +22,543 New