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Nuveen AMT-Free Municipal Value Fund
NUW

66 hedge funds and large institutions have $91.9M invested in Nuveen AMT-Free Municipal Value Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

3% more funds holding

Funds holding: 64 → 66 (+2)

0.05% less ownership

Funds ownership: 35.81% → 35.77% (-0.05%)

0% less capital invested

Capital invested by funds: $92M → $91.9M (-$149K)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
+$676K
2
VanEck Associates
VanEck Associates
New York
+$565K
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$507K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$461K
5
UWP
Uniting Wealth Partners
Kansas
+$428K

Top Sellers

Rank Fund Capital Flow
1
TIM
Tortoise Investment Management
New York
-$1.33M
2
Morgan Stanley
Morgan Stanley
New York
-$1.13M
3
CIC
Carnegie Investment Counsel
Ohio
-$833K
4
SA
SFI Advisors
New Jersey
-$450K
5
GC
Guggenheim Capital
Illinois
-$273K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fiera Capital (Canada)
26
Fiera Capital (Canada)
Quebec, Canada
$506K +$507K +35,317 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$487K +$98.2K +6,839 +25%
MWM
28
Melfa Wealth Management
Massachusetts
$472K +$86 +6 +0%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$471K -$804 -56 -0.2%
UWP
30
Uniting Wealth Partners
Kansas
$428K +$428K +29,799 New
HPBT
31
Hickory Point Bank & Trust
Illinois
$391K – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$381K +$66.2K +4,608 +21%
CIC
33
Carnegie Investment Counsel
Ohio
$331K -$833K -58,013 -71%
RIA
34
Realta Investment Advisors
Delaware
$330K – – –
TWP
35
Tyche Wealth Partners
Texas
$312K – – –
ACA
36
Ackerman Capital Advisors
Texas
$308K -$89.4K -6,222 -22%
HighTower Advisors
37
HighTower Advisors
Illinois
$295K +$149K +10,369 +102%
CP
38
Creekside Partners
California
$287K – – –
Bank of New York Mellon
39
Bank of New York Mellon
New York
$283K -$80.8K -5,627 -22%
SWA
40
Sax Wealth Advisors
New Jersey
$278K – – –
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$263K -$55.1K -3,837 -17%
SI
42
Stephens Inc
Arkansas
$261K +$14.4K +1,000 +6%
STA
43
Summit Trail Advisors
New York
$222K +$223K +15,498 New
DADC
44
D.A. Davidson & Co
Montana
$201K – – –
Ameriprise
45
Ameriprise
Minnesota
$194K +$42.9K +2,985 +28%
ACP
46
Aviance Capital Partners
Florida
$191K +$4.14K +288 +2%
HH
47
Hilltop Holdings
Texas
$190K +$4.55K +317 +2%
RFW
48
Redwood Family Wealth
Texas
$176K -$38.8K -2,700 -18%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$164K +$517 +36 +0.3%
DI
50
Disciplined Investments
Oklahoma
$146K +$359 +25 +0.2%
1
2
3

NUW Hedge Fund Activity: Q1 2026 in Review

66 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q1 2026, worth a combined $91.9M — down 0.16% from $92M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NUW positions and 4 closed out — a net gain of 4 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $676K. The largest seller was Tortoise Investment Management, cutting an estimated $1.33M.

  • 66 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q1 2026, up from 64 in Q4 2025.
  • Funds reported $91.9M of Nuveen AMT-Free Municipal Value Fund stock for Q1 2026, down 0.16% quarter-over-quarter.
  • 8 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q1 2026 and 4 closed out, a net change of +4 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q1 2026 was Stratos Wealth Partners, an estimated $676K added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q1 2026 was Tortoise Investment Management, an estimated $1.33M sold.

Based on aggregated 13F filings for Q1 2026.