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Nuveen AMT-Free Municipal Credit Income Fund
NVG

254 hedge funds and large institutions have $322M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 74 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

11% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 74

0.39% less ownership

Funds ownership: 11.89% → 11.5% (-0.39%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

1% less funds holding

Funds holding: 257 → 254 (-3)

15% less capital invested

Capital invested by funds: $376M → $322M (-$54.8M)

Holders
254
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
4.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
29
Increased
82
Reduced
74
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.87M
2
Morgan Stanley
Morgan Stanley
New York
+$1.99M
3
UBS Group
UBS Group
Switzerland
+$1.37M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.11M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$728K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$6.34M
2
N
Natixis
France
-$2.65M
3
DADC
D.A. Davidson & Co
Montana
-$2.33M
4
WAOTB
Wealth Advisors of Tampa Bay
Florida
-$2.03M
5
VanEck Associates
VanEck Associates
New York
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.43M +$356K +26,280 +17%
Cohen & Steers
27
Cohen & Steers
New York
$2.42M +$314K +23,191 +14%
CIA
28
Capital Investment Advisors
Georgia
$2.31M +$26.5K +1,956 +1%
Invesco
29
Invesco
Georgia
$2.24M -$627K -46,318 -21%
PAG
30
Private Advisor Group
New Jersey
$2.18M -$57.1K -4,216 -2%
Creative Planning
31
Creative Planning
Kansas
$2.13M +$10.5K +774 +0.5%
CA
32
CoreCap Advisors
Michigan
$2.1M -$93.5K -6,905 -4%
CC
33
Claybrook Capital
Massachusetts
$2.1M +$220K +16,250 +11%
KAS
34
Kestra Advisory Services
Texas
$2.05M -$588K -43,416 -22%
PA
35
Pinnacle Associates
New York
$2.02M +$46.4K +3,427 +2%
HCC
36
Hirtle Callaghan & Co
Pennsylvania
$1.97M +$690K +50,968 +51%
BF
37
BOK Financial
Oklahoma
$1.97M -$2.11K -156 -0.1%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$1.8M – – –
CT
39
Caldwell Trust
Florida
$1.61M -$21.2K -1,562 -1%
TCBWMS
40
Texas Capital Bank Wealth Management Services
Texas
$1.58M -$177K -13,074 -10%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$1.43M +$80.1K +5,915 +6%
FAIM
42
Financial Advocates Investment Management
Washington
$1.31M +$162K +11,990 +14%
SCM
43
Sterneck Capital Management
Missouri
$1.15M +$52.8K +3,900 +5%
GC
44
Gould Capital
Washington
$1.15M +$79.1K +5,842 +7%
First Trust Advisors
45
First Trust Advisors
Illinois
$1.13M -$719K -53,056 -38%
IA
46
IFP Advisors
Florida
$1.09M – – –
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$1.02M +$519K +38,353 +97%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$1.02M +$5.28K +390 +0.5%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.01M -$1.12M -82,381 -51%
MC
50
Mathes Company
New York
$951K -$308K -22,774 -24%
1
2
3 4 5

NVG Hedge Fund Activity: Q2 2022 in Review

254 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q2 2022, worth a combined $322M — down 15% from $376M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of NVG and 29 opened new positions — a net loss of 1 holder — while 74 trimmed existing stakes and 82 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.87M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $6.34M sold.

  • 254 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q2 2022, down from 257 in Q1 2022.
  • Funds reported $322M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q2 2022, down 15% quarter-over-quarter.
  • 29 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q2 2022 and 30 closed out, a net change of -1 holder.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $3.87M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q2 2022 was Rivernorth Capital Management, an estimated $6.34M sold.

Based on aggregated 13F filings for Q2 2022.