We are live on ! Find out more
NVG icon

Nuveen AMT-Free Municipal Credit Income Fund

243 hedge funds and large institutions have $436M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 56

13% more capital invested

Capital invested by funds: $384M → $436M (+$51.8M)

1.92% more ownership

Funds ownership: 15.53%17.46% (+1.9%)

3% less funds holding

Funds holding: 250243 (-7)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

Holders
243
Holders Change
-7
Holders Change %
-2.8%
% of All Funds
3.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
23
Increased
88
Reduced
56
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
151
Laird Norton Wetherby Wealth Management
California
$189K +$11.9K +1,028 +7%
US Bancorp
152
US Bancorp
Minnesota
$184K +$906 +78 +0.5%
SL
153
Sentinus LLC
Illinois
$184K +$2K +172 +1%
RIA
154
Realta Investment Advisors
Delaware
$182K
CD
155
Chapin Davis
Maryland
$180K +$11.1K +959 +7%
WMA
156
Wealth Management Associates
New Jersey
$179K -$16.1K -1,388 -8%
PMG
157
ProVise Management Group
Florida
$179K +$2.5K +215 +1%
IC
158
IEQ Capital
California
$169K
CAG
159
Csenge Advisory Group
Florida
$166K -$5.71K -491 -3%
MML Investors Services
160
MML Investors Services
Massachusetts
$164K +$163K +14,001 New
DWM
161
Dakota Wealth Management
Florida
$164K -$23.1K -1,992 -12%
CBTWT
162
Community Bank & Trust (Waco, Texas)
Texas
$160K
PWM
163
Perigon Wealth Management
California
$160K -$5.81K -500 -4%
KWM
164
Kingsview Wealth Management
Oregon
$156K
PA
165
PFG Advisors
Arizona
$156K
AWM
166
AE Wealth Management
Kansas
$156K -$248K -21,384 -62%
MWM
167
Meridian Wealth Management
Kentucky
$154K
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$152K -$46.4K -3,992 -23%
PGFC
169
Peapack-Gladstone Financial Corp
New Jersey
$152K
FPCP
170
Fort Point Capital Partners
California
$151K +$150K +12,905 New
FMC
171
First Merchants Corp
Indiana
$151K
FAG
172
Fortitude Advisory Group
Washington
$150K +$5.12K +441 +4%
SFA
173
Sequoia Financial Advisors
Ohio
$148K
AA
174
Ancora Advisors
Ohio
$143K
GVAG
175
Great Valley Advisor Group
Delaware
$141K

NVG Hedge Fund Activity: Q2 2023 in Review

243 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q2 2023, worth a combined $436M — up 13% from $384M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of NVG and 23 opened new positions — a net loss of 4 holders — while 56 trimmed existing stakes and 88 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $17.9M. The largest seller was Guggenheim Capital, cutting an estimated $7.97M.

  • 243 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q2 2023, down from 250 in Q1 2023.
  • Funds reported $436M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q2 2023, up 13% quarter-over-quarter.
  • 23 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q2 2023 and 27 closed out, a net change of -4 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q2 2023 was Rivernorth Capital Management, an estimated $17.9M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q2 2023 was Guggenheim Capital, an estimated $7.97M sold.

Based on aggregated 13F filings for Q2 2023.