NUV icon

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
PS
201
Principal Securities
Iowa
$18.8K
FGAM
202
Financial Gravity Asset Management
Texas
$17.5K
BCWM
203
Bartlett & Co Wealth Management
Ohio
$16.1K
IBOK
204
Independence Bank of Kentucky
Kentucky
$15.8K
GC
205
Gould Capital
Washington
$13.6K
RA
206
Ransom Advisory
Rhode Island
$11.4K
WTFG
207
Wood Tarver Financial Group
Idaho
$11.2K
CA
208
CoreCap Advisors
Michigan
$10.6K
AP
209
Aspect Partners
Virginia
$8.77K
US Bancorp
210
US Bancorp
Minnesota
$8.77K
FDCDDQ
211
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.77K
FG
212
Fairman Group
Pennsylvania
$8.26K
EB
213
Eastern Bank
Massachusetts
$7.26K
SSB
214
Sandy Spring Bank
Maryland
$6.58K
IRAG
215
Investment Research & Advisory Group
Georgia
$6.5K
WSFS
216
Wilmington Savings Fund Society
Delaware
$6.36K
Russell Investments Group
217
Russell Investments Group
United Kingdom
$5.04K
MG
218
Mather Group
Illinois
$4.38K
CIA
219
Cape Investment Advisory
Georgia
$4.38K
MEG
220
Millstone Evans Group
Colorado
$4.38K
AIM
221
Anchor Investment Management
South Carolina
$3.8K
SWM
222
Spire Wealth Management
Virginia
$3.77K
GWM
223
Geneos Wealth Management
Colorado
$3.51K
AW
224
Avion Wealth
Texas
$3K
FIA
225
FNY Investment Advisers
New York
$3K