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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
LA
76
LexAurum Advisors
Kansas
$792K -$33.1K -1,900 -4%
CCWA
77
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$786K -$108K -6,192 -12%
EW
78
Evoke Wealth
California
$727K +$114K +6,560 +19%
VVP
79
Venture Visionary Partners
Ohio
$724K -$8.72K -500 -1%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$715K -$14.5K -834 -2%
EW
81
Element Wealth
Mississippi
$711K +$2.55K +146 +0.4%
PCTC
82
Perkins Coie Trust Company
Washington
$672K – – –
NA
83
NewEdge Advisors
Louisiana
$670K +$652K +37,379 New
AWAG
84
ARS Wealth Advisors Group
Florida
$666K – – –
BCM
85
Breiter Capital Management
Florida
$663K – – –
BAM
86
Belpointe Asset Management
Nevada
$658K -$63.7K -3,650 -9%
AAS
87
Avantax Advisory Services
Texas
$652K +$14.7K +843 +2%
FFA
88
Founders Financial Alliance
North Carolina
$639K +$83.3K +4,774 +15%
HighTower Advisors
89
HighTower Advisors
Illinois
$607K +$28K +1,607 +5%
TPA
90
Trivium Point Advisory
Connecticut
$602K +$586K +33,600 New
NFG
91
Next Financial Group
Texas
$599K +$120K +6,906 +26%
OPS
92
Orion Portfolio Solutions
Nebraska
$585K – – –
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$584K +$2.2K +126 +0.4%
JWCA
94
J.W. Cole Advisors
Florida
$583K +$261K +14,958 +85%
TW
95
TrinityPoint Wealth
Connecticut
$571K +$29K +1,665 +6%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$567K +$146K +8,371 +36%
HA
97
HYA Advisors
Missouri
$565K +$5.23K +300 +1%
WDG
98
Wealth Dimensions Group
Ohio
$563K +$1.64K +94 +0.3%
IIM
99
InTrack Investment Management
Vermont
$556K +$45.4K +2,603 +9%
CFB
100
Cullen/Frost Bankers
Texas
$555K – – –
2 3
4
5 6

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.