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Nuveen AMT-Free Municipal Credit Income Fund
NVG

265 hedge funds and large institutions have $439M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 36

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

11% more capital invested

Capital invested by funds: $397M → $439M (+$42.5M)

9% more funds holding

Funds holding: 243 → 265 (+22)

0.69% more ownership

Funds ownership: 10.8% → 11.49% (+0.69%)

Holders
265
Holders Change
+22
Holders Change %
+9.05%
% of All Funds
4.08%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
43
Increased
95
Reduced
36
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$4.01M
2
WAOTB
Wealth Advisors of Tampa Bay
Florida
+$2.6M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
+$1.73M
4
Morgan Stanley
Morgan Stanley
New York
+$1.03M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$840K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$1.48M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.48M
3
STA
Summit Trail Advisors
New York
-$1.29M
4
VanEck Associates
VanEck Associates
New York
-$1.13M
5
KAS
Kestra Advisory Services
Texas
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$1.38M -$117K -6,720 -8%
Mariner
52
Mariner
Kansas
$1.37M +$82K +4,702 +7%
CA
53
Cornerstone Advisory
Maryland
$1.34M +$121K +6,941 +10%
Lido Advisors
54
Lido Advisors
California
$1.11M – – –
MC
55
Mathes Company
New York
$1.11M – – –
IWA
56
IBEX Wealth Advisors
New Jersey
$1.11M +$61.6K +3,535 +6%
SMC
57
Smith, Moore & Co
Missouri
$1.08M +$44.8K +2,570 +4%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$998K +$40.9K +2,344 +4%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$965K +$938K +53,794 New
RA
60
RFG Advisory
Alabama
$964K +$29.2K +1,674 +3%
OIA
61
OneDigital Investment Advisors
Kansas
$952K +$105 +6 +0%
GC
62
Gould Capital
Washington
$947K +$921K +52,800 New
PIA
63
Powell Investment Advisors
Florida
$939K +$471 +27 +0.1%
PCM
64
Parsons Capital Management
Rhode Island
$916K +$155K +8,875 +21%
RCA
65
Ranch Capital Advisors
Florida
$913K +$384 +22 +0%
BCMIO
66
Beacon Capital Management Inc (Ohio)
Ohio
$897K +$174K +10,000 +25%
IWC
67
Integrated Wealth Concepts
Massachusetts
$888K +$6.21K +356 +0.7%
LP
68
Lloyd Park
Illinois
$872K +$848K +48,638 New
Northern Trust
69
Northern Trust
Illinois
$868K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$867K +$46.3K +2,656 +6%
KPWS
71
Kestra Private Wealth Services
Texas
$866K +$307K +17,611 +57%
IFG
72
Independent Financial Group
California
$853K +$185K +10,627 +29%
CIAS
73
Capital Investment Advisory Services
North Carolina
$834K – – –
DC
74
Davenport & Co
Virginia
$818K +$1.08K +62 +0.1%
CAN
75
Cetera Advisor Networks
California
$808K +$68.2K +3,909 +10%
1 2
3
4 5

NVG Hedge Fund Activity: Q4 2021 in Review

265 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q4 2021, worth a combined $439M — up 11% from $397M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NVG positions and 19 closed out — a net gain of 24 holders — while 95 added to existing stakes and 36 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $4.01M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.48M.

  • 265 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q4 2021, up from 243 in Q3 2021.
  • Funds reported $439M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 43 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q4 2021 and 19 closed out, a net change of +24 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $4.01M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q4 2021 was Parametric Portfolio Associates, an estimated $1.48M sold.

Based on aggregated 13F filings for Q4 2021.