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Nuveen Municipal Value Fund

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 30 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:

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

76% less capital invested

Capital invested by funds: $1.83B → $442M (-$1.39B)

Holders
230
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.48M
2 +$3.23M
3 +$2.11M
4
UBS Group
UBS Group
Switzerland
+$2.04M
5
Stifel Financial
Stifel Financial
Missouri
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
151
Sheaff Brock Investment Advisors
Indiana
$128K
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$128K
PWA
153
Physician Wealth Advisors
Utah
$126K
SCM
154
Saxony Capital Management
Missouri
$125K
CFA
155
Cahill Financial Advisors
Minnesota
$124K
EH
156
Equitable Holdings
New York
$124K
UPS
157
UHLMANN PRICE SECURITIES
Illinois
$118K
RPA
158
Rock Point Advisors
Vermont
$116K
Lido Advisors
159
Lido Advisors
California
$116K
RIL
160
Rothschild Investment LLC
Illinois
$115K
OC
161
Oarsman Capital
Wisconsin
$114K
CCG
162
Coastwise Capital Group
California
$113K
IWA
163
IVC Wealth Advisors
Pennsylvania
$113K
NCM
164
Narwhal Capital Management
Georgia
$112K
Goldman Sachs
165
Goldman Sachs
New York
$111K
DBIA
166
Dumont & Blake Investment Advisors
New Jersey
$111K
PA
167
Pinnacle Associates
New York
$111K
HKAM
168
Horizon Kinetics Asset Management
New York
$108K
CF
169
Clarity Financial
Texas
$107K
WFM
170
Wolff Financial Management
Michigan
$104K
ICM
171
Islay Capital Management
Texas
$101K
NP
172
Nilsine Partners
Colorado
$98K
PJSIMP
173
P.J. Schmidt Investment Management (PJS)
Wisconsin
$95.2K
SFS
174
Sowell Financial Services
Arkansas
$94.4K
ASN
175
Advisory Services Network
Georgia
$92.1K