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Nuveen AMT-Free Municipal Credit Income Fund

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: 34 (+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: 257254 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$949K -$179K -13,237 -15%
SMC
52
Smith, Moore & Co
Missouri
$945K +$13K +961 +1%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$917K -$13K -962 -1%
LCM
54
Landscape Capital Management
New Jersey
$888K +$164K +12,144 +22%
CPC
55
Congress Park Capital
New York
$885K +$427K +31,500 +88%
Mariner
56
Mariner
Kansas
$874K -$111K -8,199 -11%
RA
57
RFG Advisory
Alabama
$821K +$57K +4,210 +8%
CAN
58
Cetera Advisor Networks
California
$821K +$198K +14,613 +30%
NA
59
NewEdge Advisors
Louisiana
$771K +$297K +21,917 +59%
CA
60
Cornerstone Advisory
Maryland
$767K -$108K -7,995 -12%
TA
61
Tectonic Advisors
Texas
$721K +$271K +20,000 +57%
SWP
62
Stratos Wealth Partners
Ohio
$718K -$62.1K -4,588 -8%
IWA
63
IBEX Wealth Advisors
New Jersey
$705K -$171K -12,590 -19%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$705K +$99.5K +7,344 +16%
RCA
65
Ranch Capital Advisors
Florida
$702K +$53.4K +3,940 +8%
OIA
66
OneDigital Investment Advisors
Kansas
$696K +$95 +7 +0%
PIA
67
Powell Investment Advisors
Florida
$691K +$447 +33 +0.1%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$681K -$7.37K -544 -1%
CCWA
69
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$678K +$107K +7,915 +18%
IFG
70
Independent Financial Group
California
$673K +$33.3K +2,458 +5%
IWC
71
Integrated Wealth Concepts
Massachusetts
$660K +$10.5K +778 +2%
SPIA
72
Steward Partners Investment Advisory
New York
$658K -$33.6K -2,477 -5%
BCMIO
73
Beacon Capital Management Inc (Ohio)
Ohio
$656K
PCM
74
Parsons Capital Management
Rhode Island
$634K -$33.2K -2,450 -5%
DC
75
Davenport & Co
Virginia
$634K +$25.7K +1,901 +4%

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.