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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

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
+2
Holders Change %
+3.57%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Smartleaf Asset Management
Massachusetts
$1.69M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
$5.06M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$704K
4
BCG
Breakwater Capital Group
New Jersey
$705K
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.17M

Top Sellers

1
TIM
Tortoise Investment Management
New York
$11.2M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$0
3
Morgan Stanley
Morgan Stanley
New York
$9.62M
4
UBS Group
UBS Group
Switzerland
$2.34M
5
Bank of America
Bank of America
North Carolina
$2.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$17.5M -$343K -25,078 -2%
TIM
2
Tortoise Investment Management
New York
$11.2M -$1.65M -120,386 -13%
Morgan Stanley
3
Morgan Stanley
New York
$9.62M -$782K -57,138 -8%
RCM
4
Rivernorth Capital Management
Florida
$5.87M -$315K -22,991 -5%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$5.06M +$1.1M +80,328 +28%
Raymond James Financial
6
Raymond James Financial
Florida
$4.16M +$222K +16,235 +6%
GC
7
Guggenheim Capital
Illinois
$4.06M -$434K -31,747 -10%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$3.04M +$287K +20,983 +10%
UBS Group
9
UBS Group
Switzerland
$2.34M -$781K -57,087 -25%
LPL Financial
10
LPL Financial
California
$2.25M -$154K -11,264 -6%
Bank of America
11
Bank of America
North Carolina
$2.2M -$474K -34,626 -18%
SAM
12
Smartleaf Asset Management
Massachusetts
$1.69M +$1.69M +124,051 New
VanEck Associates
13
VanEck Associates
New York
$1.49M +$9.51K +695 +0.6%
AIM
14
AHL Investment Management
Florida
$1.26M +$94.3K +6,890 +8%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$1.17M +$291K +21,340 +33%
Wells Fargo
16
Wells Fargo
California
$1.06M +$27.2K +1,986 +3%
BCG
17
Breakwater Capital Group
New Jersey
$705K +$457K +33,428 +184%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$704K +$704K +51,476 New
KAS
19
Kestra Advisory Services
Texas
$625K +$15K +1,093 +2%
AFS
20
Access Financial Services
Minnesota
$618K +$33.2K +2,430 +6%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$559K +$233 +17 +0%
DAS
22
Dynamic Advisor Solutions
Arizona
$558K – – –
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$513K -$2.27K -166 -0.4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$506K +$3.55K +260 +0.7%
MWM
25
Melfa Wealth Management
Massachusetts
$450K +$137 +10 +0%
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