We are live on ! Find out more
NVG icon

Nuveen AMT-Free Municipal Credit Income Fund
NVG

243 hedge funds and large institutions have $397M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 39

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.01% less ownership

Funds ownership: 10.81% → 10.8% (-0.01%)

4% less capital invested

Capital invested by funds: $414M → $397M (-$17M)

2% less funds holding

Funds holding: 249 → 243 (-6)

Holders
243
Holders Change
-6
Holders Change %
-2.41%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
87
Reduced
39
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$5.95M
2
CC
Claybrook Capital
Massachusetts
+$2.56M
3
Wells Fargo
Wells Fargo
California
+$1.11M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.1M
5
VanEck Associates
VanEck Associates
New York
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$5.82M
2
UBS Group
UBS Group
Switzerland
-$4.86M
3
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$3.06M
4
OA
Oxbow Advisors
Texas
-$1.71M
5
PPA
Parametric Portfolio Associates
Washington
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
76
Belpointe Asset Management
Nevada
$693K – – –
BCMIO
77
Beacon Capital Management Inc (Ohio)
Ohio
$686K +$534K +30,000 +300%
EW
78
Element Wealth
Mississippi
$678K +$1.67K +94 +0.2%
PCTC
79
Perkins Coie Trust Company
Washington
$643K – – –
AWAG
80
ARS Wealth Advisors Group
Florida
$637K +$661K +37,163 New
BCM
81
Breiter Capital Management
Florida
$635K – – –
IFG
82
Independent Financial Group
California
$634K +$139K +7,830 +27%
AAS
83
Avantax Advisory Services
Texas
$610K +$54.7K +3,078 +9%
EW
84
Evoke Wealth
California
$585K -$123K -6,900 -17%
OPS
85
Orion Portfolio Solutions
Nebraska
$559K – – –
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$556K +$28.8K +1,620 +5%
HighTower Advisors
87
HighTower Advisors
Illinois
$551K +$90.1K +5,064 +19%
WDG
88
Wealth Dimensions Group
Ohio
$537K – – –
HA
89
HYA Advisors
Missouri
$534K +$21.3K +1,200 +4%
CFB
90
Cullen/Frost Bankers
Texas
$531K – – –
FFA
91
Founders Financial Alliance
North Carolina
$530K +$22.4K +1,260 +4%
KPWS
92
Kestra Private Wealth Services
Texas
$526K – – –
TW
93
TrinityPoint Wealth
Connecticut
$518K +$29.6K +1,665 +6%
AFC
94
AFT Forsyth & Company
Florida
$514K – – –
IIM
95
InTrack Investment Management
Vermont
$497K +$505K +28,400 New
RJT
96
Raymond James Trust
Florida
$485K – – –
CCFM
97
Clear Creek Financial Management
Washington
$479K +$2.15K +121 +0.4%
PWA
98
Physician Wealth Advisors
Utah
$466K – – –
APW
99
Aurora Private Wealth
New Jersey
$466K +$3.04K +171 +0.6%
MAFM
100
Mid Atlantic Financial Management
Pennsylvania
$461K +$551 +31 +0.1%
2 3
4
5 6

NVG Hedge Fund Activity: Q3 2021 in Review

243 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2021, worth a combined $397M — down 4.1% from $414M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NVG positions and 18 closed out — a net gain of 3 holders — while 87 added to existing stakes and 39 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $5.95M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $5.82M sold.

  • 243 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2021, down from 249 in Q2 2021.
  • Funds reported $397M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2021, down 4.1% quarter-over-quarter.
  • 21 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2021 and 18 closed out, a net change of +3 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2021 was Hennion & Walsh Asset Management, an estimated $5.95M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2021 was Rivernorth Capital Management, an estimated $5.82M sold.

Based on aggregated 13F filings for Q3 2021.