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Nuveen AMT-Free Municipal Credit Income Fund
NVG

265 hedge funds and large institutions have $439M invested in Nuveen AMT-Free Municipal Credit Income Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 36

126% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 19

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

11% more capital invested

Capital invested by funds: $397M → $439M (+$42.5M)

9% more funds holding

Funds holding: 243 → 265 (+22)

0.69% more ownership

Funds ownership: 10.8% → 11.49% (+0.69%)

Holders
265
Holders Change
+22
Holders Change %
+9.05%
% of All Funds
4.08%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
43
Increased
95
Reduced
36
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$4.01M
2
WAOTB
Wealth Advisors of Tampa Bay
Florida
+$2.6M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
+$1.73M
4
Morgan Stanley
Morgan Stanley
New York
+$1.03M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$840K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$1.48M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.48M
3
STA
Summit Trail Advisors
New York
-$1.29M
4
VanEck Associates
VanEck Associates
New York
-$1.13M
5
KAS
Kestra Advisory Services
Texas
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
176
TrueWealth Advisors
Alabama
$218K +$212K +12,144 New
FNWM
177
Financial Network Wealth Management
Utah
$216K – – –
FAG
178
Fortitude Advisory Group
Washington
$216K +$210K +12,023 New
IA
179
IFG Advisory
Georgia
$214K +$209K +11,965 New
BONH
180
Bank of New Hampshire
New Hampshire
$212K – – –
SCM
181
Sterneck Capital Management
Missouri
$210K – – –
VAG
182
VisionPoint Advisory Group
Texas
$209K +$977 +56 +0.4%
GWM
183
Geneos Wealth Management
Colorado
$206K – – –
USCWA
184
U.S. Capital Wealth Advisors
Texas
$205K – – –
BMD
185
Better Money Decisions
New Mexico
$199K – – –
AIFAIM
186
American Institute for Advanced Investment Management
Arizona
$199K +$193K +11,086 New
BHWM
187
Bar Harbor Wealth Management
New Hampshire
$198K – – –
PG
188
Patten Group
Tennessee
$196K +$190K +10,905 New
GAG
189
GM Advisory Group
New York
$194K – – –
NCM
190
Next Capital Management
New York
$194K – – –
PAM
191
Peak Asset Management
Colorado
$194K – – –
UCFA
192
United Capital Financial Advisors
Texas
$192K +$907 +52 +0.5%
GWM
193
Greenwich Wealth Management
Connecticut
$191K +$314 +18 +0.2%
QCIG
194
Quad-Cities Investment Group
Iowa
$190K +$3.16K +181 +2%
HI
195
Harbour Investments
Wisconsin
$188K -$212K -12,136 -54%
HVIA
196
Hudson Valley Investment Advisors
New York
$188K – – –
GI
197
Gradient Investments
Minnesota
$186K – – –
BRWM
198
B. Riley Wealth Management
Tennessee
$180K +$175K +10,037 New
MML Investors Services
199
MML Investors Services
Massachusetts
$180K +$175K +10,055 New
UB
200
UMB Bank
Missouri
$157K +$152K +8,733 New
6 7
8
9 10

NVG Hedge Fund Activity: Q4 2021 in Review

265 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) for Q4 2021, worth a combined $439M — up 11% from $397M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NVG positions and 19 closed out — a net gain of 24 holders — while 95 added to existing stakes and 36 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $4.01M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.48M.

  • 265 institutional investors held Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of Q4 2021, up from 243 in Q3 2021.
  • Funds reported $439M of Nuveen AMT-Free Municipal Credit Income Fund stock for Q4 2021, up 11% quarter-over-quarter.
  • 43 funds opened new Nuveen AMT-Free Municipal Credit Income Fund positions in Q4 2021 and 19 closed out, a net change of +24 holders.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $4.01M added.
  • The largest Nuveen AMT-Free Municipal Credit Income Fund seller in Q4 2021 was Parametric Portfolio Associates, an estimated $1.48M sold.

Based on aggregated 13F filings for Q4 2021.