We are live on ! Find out more
NVG icon

Nuveen AMT-Free Municipal Credit Income Fund

218 hedge funds and large institutions have $391M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 46 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 46

5% more capital invested

Capital invested by funds: $371M → $391M (+$20M)

0.09% more ownership

Funds ownership: 11.82%11.91% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 222218 (-4)

Holders
218
Holders Change
-4
Holders Change %
-1.8%
% of All Funds
4.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
22
Increased
72
Reduced
46
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ED
51
Exane Derivatives
France
$1.28M +$587K +40,000 +91%
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$1.28M -$9.32K -635 -0.8%
PIA
53
Powell Investment Advisors
Florida
$1.14M +$440 +30 +0%
FAIM
54
Financial Advocates Investment Management
Washington
$1.11M +$1.06M +72,493 New
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$1.1M
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.08M +$1.03M +70,401 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$1.04M +$95.9K +6,534 +11%
MC
58
Mathes Company
New York
$945K +$66K +4,500 +8%
RA
59
RFG Advisory
Alabama
$940K +$79.5K +5,417 +10%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$893K
CT
61
Caldwell Trust
Florida
$880K
IWA
62
IBEX Wealth Advisors
New Jersey
$863K +$106K +7,218 +15%
RCA
63
Ranch Capital Advisors
Florida
$827K +$12.7K +867 +2%
OIA
64
OneDigital Investment Advisors
Kansas
$806K +$2.39K +163 +0.3%
DFG
65
Delphi Financial Group
Delaware
$802K +$182K +12,401 +31%
Northern Trust
66
Northern Trust
Illinois
$793K
NL
67
NWAM LLC
Washington
$784K +$2.63K +179 +0.3%
SMC
68
Smith, Moore & Co
Missouri
$782K -$141K -9,638 -16%
Lido Advisors
69
Lido Advisors
California
$767K
BFEC
70
Benjamin F. Edwards & Company
Missouri
$724K +$182K +12,421 +36%
BAM
71
Belpointe Asset Management
Nevada
$683K +$161K +11,000 +33%
DC
72
Davenport & Co
Virginia
$608K +$660 +45 +0.1%
EW
73
Element Wealth
Mississippi
$596K +$1.33K +91 +0.2%
OPS
74
Orion Portfolio Solutions
Nebraska
$582K +$29.3K +2,000 +6%
RJT
75
Raymond James Trust
Florida
$574K -$1.32K -90 -0.2%

NVG Hedge Fund Activity: Q2 2020 in Review

218 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q2 2020, worth a combined $391M — up 5.4% from $371M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of NVG and 22 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 72 added.

The largest buyer was Guggenheim Capital, adding an estimated $15.4M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $15.8M sold.

  • 218 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q2 2020, down from 222 in Q1 2020.
  • Funds reported $391M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q2 2020, up 5.4% quarter-over-quarter.
  • 22 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q2 2020 and 24 closed out, a net change of -2 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q2 2020 was Guggenheim Capital, an estimated $15.4M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q2 2020 was Karpus Investment Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2020.