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Nuveen AMT-Free Municipal Credit Income Fund
NVG

250 hedge funds and large institutions have $516M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 53

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

2% more funds holding

Funds holding: 245 → 250 (+5)

2% less capital invested

Capital invested by funds: $526M → $516M (-$10.3M)

1.68% less ownership

Funds ownership: 19.76% → 18.08% (-1.7%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
250
Holders Change
+5
Holders Change %
+2.04%
% of All Funds
3.59%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
36
Increased
79
Reduced
53
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.91M
3
MAM
Milestone Asset Management
Pennsylvania
+$4.73M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.78M
5
Morgan Stanley
Morgan Stanley
New York
+$3.55M

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$18.3M
2
KIM
Karpus Investment Management
New York
-$12.6M
3
RCM
Rivernorth Capital Management
Florida
-$10M
4
LSC
Logan Stone Capital
Illinois
-$8.82M
5
PCM
Penserra Capital Management
California
-$7.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$792K +$3.77K +294 +0.5%
CC
77
Centiva Capital
New York
$787K +$753K +58,742 New
MC
78
Mathes Company
New York
$770K – – –
SWM
79
Silverlake Wealth Management
Vermont
$685K +$158K +12,334 +32%
RCA
80
Ranch Capital Advisors
Florida
$682K +$1.9K +148 +0.3%
SEIA
81
Signature Estate & Investment Advisors
California
$681K – – –
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$673K +$319K +24,892 +98%
RA
83
RFG Advisory
Alabama
$671K +$36.5K +2,843 +6%
CT
84
Caldwell Trust
Florida
$650K +$39.9K +3,112 +7%
SF
85
Summit Financial
New Jersey
$630K +$28.2K +2,196 +5%
SA
86
Sanctuary Advisors
Indiana
$626K +$37.4K +2,920 +6%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$619K +$12.2K +951 +2%
FFA
88
Founders Financial Alliance
North Carolina
$583K +$54.3K +4,233 +11%
SIMG
89
Sonora Investment Management Group
Arizona
$580K – – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$566K -$54K -4,209 -9%
RB
91
Richmond Brothers
Michigan
$565K -$23.9K -1,860 -4%
IWC
92
Integrated Wealth Concepts
Massachusetts
$558K +$1.04K +81 +0.2%
RI
93
Rinkey Investments
California
$554K – – –
OA
94
Oxbow Advisors
Texas
$543K – – –
VWA
95
Visionary Wealth Advisors
Illinois
$513K +$6.89K +537 +1%
AWM
96
Axxcess Wealth Management
California
$503K -$26.9K -2,095 -5%
PS
97
Portfolio Strategies
New York
$501K – – –
Millennium Management
98
Millennium Management
New York
$481K +$460K +35,895 New
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$479K -$111K -8,684 -20%
SWP
100
Stratos Wealth Partners
Ohio
$478K -$36.3K -2,833 -7%
2 3
4
5 6

NVG Hedge Fund Activity: Q3 2024 in Review

250 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q3 2024, worth a combined $516M — down 2% from $526M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NVG positions and 29 closed out — a net gain of 7 holders — while 79 added to existing stakes and 53 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $5.2M. The largest seller was Saba Capital Management, exiting entirely with an estimated $18.3M sold.

  • 250 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q3 2024, up from 245 in Q2 2024.
  • Funds reported $516M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q3 2024, down 2% quarter-over-quarter.
  • 36 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q3 2024 and 29 closed out, a net change of +7 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $5.2M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q3 2024 was Saba Capital Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2024.