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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

56 hedge funds and large institutions have $86.6M invested in Nuveen AMT-Free Municipal Value Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.56M
2
GC
Guggenheim Capital
Illinois
$4.52M
3
1CP
1607 Capital Partners
Virginia
$17.9M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
$3.98M
5
SA
SFI Advisors
New Jersey
$443K

Top Sellers

1
KIM
Karpus Investment Management
New York
$0
2
UBS Group
UBS Group
Switzerland
$3.14M
3
WAM
Wolverine Asset Management
Illinois
$0
4
RCM
Rivernorth Capital Management
Florida
$6.21M
5
TIM
Tortoise Investment Management
New York
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWP
26
Uniting Wealth Partners
Kansas
$409K +$409K +29,799 New
ACA
27
Ackerman Capital Advisors
Texas
$381K -$46.1K -3,358 -11%
HPBT
28
Hickory Point Bank & Trust
Illinois
$375K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$359K -$105K -7,621 -23%
HighTower Advisors
30
HighTower Advisors
Illinois
$304K -$45K -3,276 -13%
TWP
31
Tyche Wealth Partners
Texas
$300K – – –
CP
32
Creekside Partners
California
$275K – – –
BCG
33
Breakwater Capital Group
New Jersey
$249K +$40.6K +2,954 +19%
SI
34
Stephens Inc
Arkansas
$198K – – –
HH
35
Hilltop Holdings
Texas
$174K +$15.8K +1,150 +10%
Osaic Holdings
36
Osaic Holdings
Arizona
$168K +$46.3K +3,367 +38%
RIA
37
Realta Investment Advisors
Delaware
$157K – – –
AA
38
Ancora Advisors
Ohio
$151K – – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$150K +$150K +10,890 New
WMA
40
Wealth Management Associates
New Jersey
$149K +$149K +10,827 New
WN
41
Williams & Novak
California
$145K – – –
FC
42
Fairscale Capital
New Hampshire
$128K – – –
CFB
43
Cullen/Frost Bankers
Texas
$98.8K – – –
NA
44
NewEdge Advisors
Louisiana
$90.2K +$618 +45 +0.7%
CYG
45
Clean Yield Group
Vermont
$88.3K – – –
Comerica Bank
46
Comerica Bank
Texas
$75.8K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$59.5K – – –
GWM
48
Geneos Wealth Management
Colorado
$51.4K +$46.6K +3,395 +987%
SPIA
49
Steward Partners Investment Advisory
New York
$47.5K +$1.28K +93 +3%
FFA
50
Farther Finance Advisors
California
$13.4K +$13.4K +967 New
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