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Nuveen AMT-Free Municipal Credit Income Fund
NVG

250 hedge funds and large institutions have $516M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 53

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

2% more funds holding

Funds holding: 245 → 250 (+5)

2% less capital invested

Capital invested by funds: $526M → $516M (-$10.3M)

1.68% less ownership

Funds ownership: 19.76% → 18.08% (-1.7%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
250
Holders Change
+5
Holders Change %
+2.04%
% of All Funds
3.59%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
36
Increased
79
Reduced
53
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.91M
3
MAM
Milestone Asset Management
Pennsylvania
+$4.73M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.78M
5
Morgan Stanley
Morgan Stanley
New York
+$3.55M

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$18.3M
2
KIM
Karpus Investment Management
New York
-$12.6M
3
RCM
Rivernorth Capital Management
Florida
-$10M
4
LSC
Logan Stone Capital
Illinois
-$8.82M
5
PCM
Penserra Capital Management
California
-$7.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Milestone Asset Management
Pennsylvania
$4.94M +$4.73M +368,676 New
CA
27
Cornerstone Advisory
Maryland
$4.84M -$808 -63 -0%
HighTower Advisors
28
HighTower Advisors
Illinois
$4.79M -$1.3M -101,135 -22%
Ameriprise
29
Ameriprise
Minnesota
$4.58M +$1.04M +81,425 +31%
KIG
30
Kennedy Investment Group
New Jersey
$4.36M -$370K -28,840 -8%
MGAM
31
McGowan Group Asset Management
Texas
$3.7M +$1.97M +153,986 +126%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$3.25M +$223K +17,390 +8%
GP
33
Gridiron Partners
Pennsylvania
$3.15M -$301K -23,452 -9%
AWS
34
Atria Wealth Solutions
New York
$2.62M +$2.5M +194,923 New
Truist Financial
35
Truist Financial
North Carolina
$2.62M +$46.2K +3,601 +2%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$2.58M +$161K +12,585 +7%
MWM
37
Melfa Wealth Management
Massachusetts
$2.44M +$89.8K +7,000 +4%
AGM
38
Alpine Global Management
New York
$2.41M – – –
GC
39
Gould Capital
Washington
$2.25M +$91.6K +7,141 +4%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$2.22M +$539K +41,992 +34%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$2.2M -$108K -8,388 -5%
KAS
42
Kestra Advisory Services
Texas
$2.08M -$1.51M -117,813 -43%
PVM
43
Palogic Value Management
Texas
$2.07M +$10.3K +804 +0.5%
Creative Planning
44
Creative Planning
Kansas
$2.06M -$140K -10,904 -7%
Invesco
45
Invesco
Georgia
$2.04M +$23K +1,797 +1%
RIL
46
Rothschild Investment LLC
Illinois
$1.9M – – –
PAG
47
Private Advisor Group
New Jersey
$1.86M +$14.1K +1,100 +0.8%
CA
48
CoreCap Advisors
Michigan
$1.76M +$31.6K +2,463 +2%
BAM
49
Bayshore Asset Management
Florida
$1.7M +$1.63M +126,806 New
CIA
50
Capital Investment Advisors
Georgia
$1.66M -$4.86K -379 -0.3%
1
2
3 4 5

NVG Hedge Fund Activity: Q3 2024 in Review

250 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2024, worth a combined $516M — down 2% from $526M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NVG positions and 29 closed out — a net gain of 7 holders — while 79 added to existing stakes and 53 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $5.2M. The largest seller was Saba Capital Management, exiting entirely with an estimated $18.3M sold.

  • 250 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2024, up from 245 in Q2 2024.
  • Funds reported $516M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2024, down 2% quarter-over-quarter.
  • 36 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2024 and 29 closed out, a net change of +7 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $5.2M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2024 was Saba Capital Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2024.