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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.

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

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$3.14M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
RCM
4
Rivernorth Capital Management
Florida
$6.21M
5
TIM
5
Tortoise Investment Management
New York
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$17.9M 1,303,138 +48,745 +4%
TIM
2
Tortoise Investment Management
New York
$12.9M 936,607 -47,681 -5%
Morgan Stanley
3
Morgan Stanley
New York
$10.4M 760,230 +18,651 +3%
RCM
4
Rivernorth Capital Management
Florida
$6.21M 452,238 -56,639 -11%
GC
5
Guggenheim Capital
Illinois
$4.52M 328,668 +51,366 +19%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$3.98M 289,435 +35,391 +14%
Raymond James Financial
7
Raymond James Financial
Florida
$3.96M 288,148 -2,077 -0.7%
UBS Group
8
UBS Group
Switzerland
$3.14M 228,283 -81,057 -26%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$2.77M 201,488 +18,586 +10%
Bank of America
10
Bank of America
North Carolina
$2.69M 195,568 +472 +0.2%
LPL Financial
11
LPL Financial
California
$2.41M 175,565 +19,469 +12%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$1.56M 110,844 +57,072 +106%
VanEck Associates
13
VanEck Associates
New York
$1.49M 108,108 -28,099 -21%
AIM
14
AHL Investment Management
Florida
$1.17M 85,204 -19,300 -18%
Wells Fargo
15
Wells Fargo
California
$1.04M 75,423 -1,471 -2%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$887K 64,486 +15,603 +32%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$721K 52,461 -1,155 -2%
KAS
18
Kestra Advisory Services
Texas
$612K 44,566 +83 +0.2%
AFS
19
Access Financial Services
Minnesota
$588K 42,760 – –
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$561K 40,811 -63 -0.2%
DAS
21
Dynamic Advisor Solutions
Arizona
$560K 40,772 – –
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$517K 37,649 +1,535 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$505K 36,757 +4,073 +12%
MWM
24
Melfa Wealth Management
Massachusetts
$452K 32,898 -2,094 -6%
SA
25
SFI Advisors
New Jersey
$443K 32,241 +32,241 New
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