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Nuveen AMT-Free Municipal Credit Income Fund

275 hedge funds and large institutions have $892M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 15

73% more capital invested

Capital invested by funds: $516M → $892M (+$377M)

10% more funds holding

Funds holding: 250275 (+25)

0.1% more ownership

Funds ownership: 18.08%18.18% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 74

Holders
275
Holders Change
+25
Holders Change %
+10%
% of All Funds
3.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
45
Increased
69
Reduced
74
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
76
Tectonic Advisors
Texas
$888K +$22.5K +1,744 +2%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$881K +$330K +25,623 +55%
AWA
78
Arkadios Wealth Advisors
Georgia
$862K +$53.3K +4,138 +6%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$850K +$131K +10,194 +17%
WA
80
Whipplewood Advisors
Colorado
$845K +$888K +68,943 New
SWA
81
Stratos Wealth Advisors
Ohio
$799K
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$780K +$820K +63,600 New
Baird Financial Group
83
Baird Financial Group
Wisconsin
$736K -$51.1K -3,964 -6%
SWM
84
Silverlake Wealth Management
Vermont
$731K +$110K +8,498 +17%
IAA
85
Independent Advisor Alliance
North Carolina
$712K +$748K +58,056 New
MC
86
Mathes Company
New York
$705K
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$690K +$352K +27,288 +94%
SWP
88
Stratos Wealth Partners
Ohio
$625K +$197K +15,281 +43%
SEIA
89
Signature Estate & Investment Advisors
California
$621K -$3.34K -259 -0.5%
RCA
90
Ranch Capital Advisors
Florida
$608K -$17K -1,316 -3%
CT
91
Caldwell Trust
Florida
$595K
CWM
92
Congress Wealth Management
Massachusetts
$594K +$624K +48,450 New
FFA
93
Founders Financial Alliance
North Carolina
$591K +$60.2K +4,674 +11%
RA
94
RFG Advisory
Alabama
$588K -$27.4K -2,130 -4%
Allspring Global Investments
95
Allspring Global Investments
North Carolina
$570K -$189K -14,649 -24%
SA
96
Sanctuary Advisors
Indiana
$565K -$41.9K -3,248 -7%
SF
97
Summit Financial
New Jersey
$548K -$27K -2,094 -4%
OA
98
Oxbow Advisors
Texas
$534K +$38.7K +3,000 +7%
SIMG
99
Sonora Investment Management Group
Arizona
$531K
RI
100
Rinkey Investments
California
$508K

NVG Hedge Fund Activity: Q4 2024 in Review

275 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q4 2024, worth a combined $892M — up 73% from $516M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new NVG positions and 15 closed out — a net gain of 30 holders — while 69 added to existing stakes and 74 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $12.2M. The largest seller was Sit Investment Associates, cutting an estimated $9.79M.

  • 275 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q4 2024, up from 250 in Q3 2024.
  • Funds reported $892M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q4 2024, up 73% quarter-over-quarter.
  • 45 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q4 2024 and 15 closed out, a net change of +30 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q4 2024 was Rivernorth Capital Management, an estimated $12.2M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q4 2024 was Sit Investment Associates, an estimated $9.79M sold.

Based on aggregated 13F filings for Q4 2024.