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Nuveen AMT-Free Municipal Credit Income Fund

239 hedge funds and large institutions have $289M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 64 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 11.5%11.58% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less funds holding

Funds holding: 254239 (-15)

10% less capital invested

Capital invested by funds: $322M → $289M (-$32.7M)

14% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 74

35% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 31

Holders
239
Holders Change
-15
Holders Change %
-5.91%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
20
Increased
64
Reduced
74
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
76
Davenport & Co
Virginia
$564K -$1.32K -97 -0.2%
FFA
77
Founders Financial Alliance
North Carolina
$561K +$654K +48,043 New
CIAS
78
Capital Investment Advisory Services
North Carolina
$543K
PWP
79
Perfromance Wealth Partners
Illinois
$543K +$633K +46,495 New
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$537K +$175K +12,871 +39%
KPWS
81
Kestra Private Wealth Services
Texas
$528K
Northern Trust
82
Northern Trust
Illinois
$524K -$34.5K -2,531 -5%
VVP
83
Venture Visionary Partners
Ohio
$508K +$63.6K +4,673 +12%
LA
84
LexAurum Advisors
Kansas
$492K -$6.81K -500 -1%
MPW
85
Melone Private Wealth
Michigan
$491K +$95.3K +7,000 +20%
EW
86
Element Wealth
Mississippi
$467K +$1.72K +126 +0.3%
EW
87
Evoke Wealth
California
$454K +$518 +38 +0.1%
SWP
88
Stratos Wealth Partners
Ohio
$447K -$225K -16,519 -30%
Lido Advisors
89
Lido Advisors
California
$444K -$70.3K -5,160 -12%
PS
90
Portfolio Strategies
New York
$444K +$8.99K +660 +2%
US Bancorp
91
US Bancorp
Minnesota
$408K +$7.04K +517 +1%
MA
92
MKT Advisors
California
$407K
JWCA
93
J.W. Cole Advisors
Florida
$392K -$20.4K -1,495 -4%
RJT
94
Raymond James Trust
Florida
$391K +$71.5K +5,247 +19%
OPS
95
Orion Portfolio Solutions
Nebraska
$381K
BAM
96
Belpointe Asset Management
Nevada
$378K +$38.4K +2,819 +10%
PCTC
97
Perkins Coie Trust Company
Washington
$374K
WDG
98
Wealth Dimensions Group
Ohio
$369K +$735 +54 +0.2%
AAS
99
Avantax Advisory Services
Texas
$368K -$1.7K -125 -0.4%
AA
100
Apriem Advisors
California
$362K +$14 +1 +0%

NVG Hedge Fund Activity: Q3 2022 in Review

239 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2022, worth a combined $289M — down 10% from $322M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of NVG and 20 opened new positions — a net loss of 11 holders — while 74 trimmed existing stakes and 64 added.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $2.83M. The largest seller was Wells Fargo, cutting an estimated $1.08M.

  • 239 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2022, down from 254 in Q2 2022.
  • Funds reported $289M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2022, down 10% quarter-over-quarter.
  • 20 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2022 and 31 closed out, a net change of -11 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2022 was Penserra Capital Management, an estimated $2.83M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2022 was Wells Fargo, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2022.