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Nuveen AMT-Free Municipal Value Fund

59 hedge funds and large institutions have $90M invested in Nuveen AMT-Free Municipal Value Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
1CP
1
1607 Capital Partners
Virginia
$17.3M
Morgan Stanley
2
Morgan Stanley
New York
$10.5M
TIM
3
Tortoise Investment Management
New York
$9.7M
GC
4
Guggenheim Capital
Illinois
$6.15M
RCM
5
Rivernorth Capital Management
Florida
$6.09M
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$4.87M
Raymond James Financial
7
Raymond James Financial
Florida
$4.66M
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$3.49M
LPL Financial
9
LPL Financial
California
$2.66M
Jones Financial Companies
10
Jones Financial Companies
Missouri
$2.52M
UBS Group
11
UBS Group
Switzerland
$2.44M
Bank of America
12
Bank of America
North Carolina
$2.2M
VanEck Associates
13
VanEck Associates
New York
$1.66M
Wells Fargo
14
Wells Fargo
California
$1.25M
SAM
15
Smartleaf Asset Management
Massachusetts
$1.2M
AIM
16
AHL Investment Management
Florida
$1.15M
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$720K
BCG
18
Breakwater Capital Group
New Jersey
$714K
AFS
19
Access Financial Services
Minnesota
$669K
MFG
20
Midwest Financial Group
Kansas
$643K
KAS
21
Kestra Advisory Services
Texas
$590K
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$579K
DAS
23
Dynamic Advisor Solutions
Arizona
$578K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$538K
MWM
25
Melfa Wealth Management
Massachusetts
$467K