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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$676K |
| 2 |
VanEck Associates
New York
|
+$565K |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$507K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$461K |
| 5 |
UWP
Uniting Wealth Partners
Mission,
Kansas
|
+$428K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$1.33M |
| 2 |
Morgan Stanley
New York
|
-$1.13M |
| 3 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
-$833K |
| 4 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$450K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$273K |
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.