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Nuveen AMT-Free Municipal Credit Income Fund
NVG

245 hedge funds and large institutions have $526M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.76% less ownership

Funds ownership: 20.53% → 19.76% (-0.76%)

2% less capital invested

Capital invested by funds: $535M → $526M (-$9.41M)

3% less funds holding

Funds holding: 253 → 245 (-8)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
245
Holders Change
-8
Holders Change %
-3.16%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
23
Increased
79
Reduced
72
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
+$18.8M
2
Morgan Stanley
Morgan Stanley
New York
+$2.46M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.71M
4
MGAM
McGowan Group Asset Management
Texas
+$1.46M
5
LPL Financial
LPL Financial
California
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$13.4M
2
SCM
Saba Capital Management
New York
-$10M
3
AA
AQR Arbitrage
Connecticut
-$6.2M
4
LCM
Landscape Capital Management
New Jersey
-$3.8M
5
GAA
Global Assets Advisory
Florida
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
126
MBA Advisors
Pennsylvania
$338K – – –
TCBWMS
127
Texas Capital Bank Wealth Management Services
Texas
$338K -$258K -21,625 -44%
KPWS
128
Kestra Private Wealth Services
Texas
$330K -$29.5K -2,475 -9%
PTC
129
Private Trust Company
Ohio
$327K -$35.8K -3,000 -10%
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$316K -$12.4K -1,039 -4%
RJT
131
Raymond James Trust
Florida
$307K – – –
WDG
132
Wealth Dimensions Group
Ohio
$303K -$68K -5,700 -19%
PCIA
133
Prime Capital Investment Advisors
Kansas
$302K – – –
MML Investors Services
134
MML Investors Services
Massachusetts
$299K +$1.21K +101 +0.4%
GC
135
Gratus Capital
Georgia
$294K +$282K +23,584 New
AGA
136
Arkos Global Advisors
Texas
$293K – – –
TIM
137
Tortoise Investment Management
New York
$287K -$114K -9,570 -29%
IFG
138
Independent Financial Group
California
$286K -$242K -20,296 -47%
Nomura Holdings
139
Nomura Holdings
Japan
$286K +$59.7K +5,000 +28%
VF
140
Virtu Financial
New York
$284K +$63.8K +5,347 +31%
SCM
141
Saxony Capital Management
Missouri
$273K +$17.9K +1,500 +7%
IAN
142
Integrated Advisors Network
Texas
$272K – – –
Comerica Bank
143
Comerica Bank
Texas
$271K +$955 +80 +0.4%
KWM
144
Kingsview Wealth Management
Oregon
$266K +$136K +11,373 +114%
AAS
145
Avantax Advisory Services
Texas
$266K -$4.74K -397 -2%
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$262K -$776 -65 -0.3%
EH
147
Equitable Holdings
New York
$257K +$105K +8,800 +75%
DWP
148
Daymark Wealth Partners
Ohio
$250K -$160K -13,419 -40%
PIA
149
Powell Investment Advisors
Florida
$244K +$370 +31 +0.2%
CAM
150
Cresset Asset Management
Illinois
$242K +$7.93K +664 +4%
4 5
6
7 8

NVG Hedge Fund Activity: Q2 2024 in Review

245 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q2 2024, worth a combined $526M — down 1.8% from $535M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of NVG and 23 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 79 added.

The largest buyer was Mackay Shields LLC, adding an estimated $18.8M. The largest seller was Logan Stone Capital, cutting an estimated $13.4M.

  • 245 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q2 2024, down from 253 in Q1 2024.
  • Funds reported $526M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q2 2024, down 1.8% quarter-over-quarter.
  • 23 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q2 2024 and 28 closed out, a net change of -5 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q2 2024 was Mackay Shields LLC, an estimated $18.8M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q2 2024 was Logan Stone Capital, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2024.