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Nuveen AMT-Free Municipal Credit Income Fund
NVG

243 hedge funds and large institutions have $397M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 39

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.01% less ownership

Funds ownership: 10.81% → 10.8% (-0.01%)

4% less capital invested

Capital invested by funds: $414M → $397M (-$17M)

2% less funds holding

Funds holding: 249 → 243 (-6)

Holders
243
Holders Change
-6
Holders Change %
-2.41%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
87
Reduced
39
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$5.95M
2
CC
Claybrook Capital
Massachusetts
+$2.56M
3
Wells Fargo
Wells Fargo
California
+$1.11M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.1M
5
VanEck Associates
VanEck Associates
New York
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$5.82M
2
UBS Group
UBS Group
Switzerland
-$4.86M
3
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$3.06M
4
OA
Oxbow Advisors
Texas
-$1.71M
5
PPA
Parametric Portfolio Associates
Washington
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$3.61M +$272K +15,302 +8%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$3.22M -$438K -24,625 -12%
AAM
28
Advisors Asset Management
Colorado
$3.22M -$624K -35,079 -16%
DADC
29
D.A. Davidson & Co
Montana
$3.12M -$129K -7,241 -4%
CIA
30
Capital Investment Advisors
Georgia
$3.01M -$64.9K -3,647 -2%
WAOTB
31
Wealth Advisors of Tampa Bay
Florida
$2.68M +$27.8K +1,564 +1%
PA
32
Pinnacle Associates
New York
$2.6M -$160K -9,005 -6%
CC
33
Claybrook Capital
Massachusetts
$2.47M +$2.56M +143,897 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.45M -$61.8K -3,477 -2%
First Trust Advisors
35
First Trust Advisors
Illinois
$2.34M +$355K +19,943 +17%
TCBWMS
36
Texas Capital Bank Wealth Management Services
Texas
$2.24M +$47.8K +2,688 +2%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$2.05M +$28.1K +1,582 +1%
CT
38
Caldwell Trust
Florida
$1.9M +$966K +54,313 +96%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$1.88M +$10.2K +574 +0.5%
PPA
40
Parametric Portfolio Associates
Washington
$1.86M -$1.47M -82,429 -43%
STA
41
Summit Trail Advisors
New York
$1.72M -$1.26M -70,733 -41%
HCC
42
Hirtle Callaghan & Co
Pennsylvania
$1.7M – – –
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$1.58M – – –
BF
44
BOK Financial
Oklahoma
$1.55M +$1.61M +90,352 New
SWP
45
Stratos Wealth Partners
Ohio
$1.52M +$261K +14,699 +20%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$1.48M +$73K +4,105 +5%
JP Morgan Chase
47
JP Morgan Chase
New York
$1.48M – – –
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$1.44M -$76.5K -4,300 -5%
FAIM
49
Financial Advocates Investment Management
Washington
$1.41M +$20.1K +1,130 +1%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.36M +$661K +37,163 +88%
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NVG Hedge Fund Activity: Q3 2021 in Review

243 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2021, worth a combined $397M — down 4.1% from $414M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NVG positions and 18 closed out — a net gain of 3 holders — while 87 added to existing stakes and 39 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $5.95M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $5.82M sold.

  • 243 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2021, down from 249 in Q2 2021.
  • Funds reported $397M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2021, down 4.1% quarter-over-quarter.
  • 21 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2021 and 18 closed out, a net change of +3 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2021 was Hennion & Walsh Asset Management, an estimated $5.95M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2021 was Rivernorth Capital Management, an estimated $5.82M sold.

Based on aggregated 13F filings for Q3 2021.