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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
SIS
201
Sound Income Strategies
Florida
$36.5K
FFA
202
Farther Finance Advisors
California
$35.1K
PTC
203
Private Trust Company
Ohio
$32.4K
PWA
204
Physician Wealth Advisors
Utah
$22.5K
CCM
205
Chilton Capital Management
Texas
$22.5K
DAM
206
Delta Asset Management
Tennessee
$21.8K
PCA
207
PMV Capital Advisers
Texas
$20.2K
CFFP
208
Center for Financial Planning
Michigan
$18.7K
FGAM
209
Financial Gravity Asset Management
Texas
$18K
HFS
210
Hantz Financial Services
Michigan
$17K
LFG
211
Larson Financial Group
Missouri
$12.8K
BIAS
212
Beacon Investment Advisory Services
New Jersey
$11K
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.01K
US Bancorp
214
US Bancorp
Minnesota
$8.99K
IA
215
IFP Advisors
Florida
$8.99K
CCMI
216
Creative Capital Management Investments
California
$8.28K
EB
217
Eastern Bank
Massachusetts
$7.44K
CA
218
CoreCap Advisors
Michigan
$6.79K
AUB
219
Atlantic Union Bankshares
Virginia
$6.74K
Russell Investments Group
220
Russell Investments Group
United Kingdom
$6.13K
MEG
221
Millstone Evans Group
Colorado
$4.5K
MG
222
Mather Group
Illinois
$4.5K
AW
223
Avion Wealth
Texas
$4K
AIM
224
Anchor Investment Management
South Carolina
$3.99K
SWM
225
Spire Wealth Management
Virginia
$3.87K