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Nuveen AMT-Free Municipal Value Fund

58 hedge funds and large institutions have $84.5M invested in Nuveen AMT-Free Municipal Value Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
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
$17.5M
TIM
2
Tortoise Investment Management
New York
$11.2M
Morgan Stanley
3
Morgan Stanley
New York
$9.62M
RCM
4
Rivernorth Capital Management
Florida
$5.87M
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$5.06M
Raymond James Financial
6
Raymond James Financial
Florida
$4.16M
GC
7
Guggenheim Capital
Illinois
$4.06M
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$3.04M
UBS Group
9
UBS Group
Switzerland
$2.34M
LPL Financial
10
LPL Financial
California
$2.25M
Bank of America
11
Bank of America
North Carolina
$2.2M
SAM
12
Smartleaf Asset Management
Massachusetts
$1.69M
VanEck Associates
13
VanEck Associates
New York
$1.49M
AIM
14
AHL Investment Management
Florida
$1.26M
Jones Financial Companies
15
Jones Financial Companies
Missouri
$1.17M
Wells Fargo
16
Wells Fargo
California
$1.06M
BCG
17
Breakwater Capital Group
New Jersey
$705K
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$704K
KAS
19
Kestra Advisory Services
Texas
$625K
AFS
20
Access Financial Services
Minnesota
$618K
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$559K
DAS
22
Dynamic Advisor Solutions
Arizona
$558K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$513K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$506K
MWM
25
Melfa Wealth Management
Massachusetts
$450K